William Harrison is the sole advisor at Sirmium Capital, LLC, an independent firm based in Katonah, NY. He holds a Series 65 designation and has seven years of industry experience. Harrison also works in a project management role at Deutsche Bank, where he assists in tracking findings and reporting risks to senior management. Sirmium Capital provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations, focusing on customized asset allocation and ongoing account monitoring. The firm employs fundamental and cyclical analysis and implements both long- and short-term strategies across various asset classes, serving approximately 60 clients with a fee-only structure.

Noah Schwartz is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Magnolia Private Wealth, LLC and has previous work history at Sterne Agee Investment Advisor Services, Inc., Sterne Agee Financial Services, Inc., and Wrp Investments, Inc. Outside of his advisory role, he is a member of Yankee Advisor Network, an insurance agency, where he is involved in administrative duties. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm provides customized financial planning and portfolio management, utilizing fundamental and technical analysis, and offers access to private fund investments for qualified clients.

Daniel Lampier is a financial advisor at Sirmium Capital, LLC, holding Series 65 and Series 63 licenses with over 14 years of experience at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Although new to Sirmium Capital, he has an extensive background in financial services. Sirmium Capital is a fee-only registered investment adviser serving individual investors and nonprofit organizations with discretionary portfolio management and customized asset allocation. The firm employs fundamental and cyclical analysis for long-term and short-term investment strategies and provides ongoing account monitoring and market commentary through a monthly newsletter.

James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Richard Mckean is a Series 65-registered advisor with Blue Elm Advisors, where he has worked since 2022. He has four years of industry experience and has also been involved with the Estate of Maria Dasilva since 2013. Blue Elm Advisors serves individual clients, including high-net-worth individuals, as well as businesses and charitable organizations. The firm provides tailored investment management and financial planning services, combining strategic asset allocation with tactical adjustments and incorporating both active and passive investment vehicles.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at Sasco Capital. He joined Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on fundamental analysis, offering tailored asset allocation and ongoing portfolio oversight.

Vincent Farasciano is a financial advisor at Innovative Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bankers Life Securities and Bankers Life. Outside of advising, he owns and manages LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, using a blend of client interviews and technology in their investment approach. The firm offers both one-time financial plans and ongoing advisory relationships, incorporating automated rebalancing and tax-loss harvesting through the Charles Schwab Institutional Intelligent Portfolios™ platform.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc., holding a Series 66 designation with eight years of industry experience. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Liberty Bank Investment Services, and Raymond James Financial Services. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy focused on fundamental analysis, managing portfolios with separate equity and fixed-income segments while emphasizing capital preservation.

Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Mass Mutual Investors Services, among other firms. Michele is based in Monroe, CT. Dunbar Associates provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs both fundamental and technical analysis with a predominantly long-term investment approach while maintaining flexibility for client-specific needs.

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Patagonia Capital Advisors, LLC, where he serves as Managing Director with a focus on corporate advisory and business development. Acanto is a fee-based investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and a quantitative trade-signal service to a diverse client base including individuals, trusts, estates, and small businesses. The firm employs a proprietary, model-driven investment approach combining momentum-based signals with volatility-aware position sizing and emphasizes systematic, rules-based implementation and monitoring for discretionary accounts.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Richard Purkiss Jr. is a CFP® with 23 years of industry experience, currently serving at Purkiss Capital Advisors, LLC, where he has worked since 2001. He is the board chair and investment committee member at Wooster School, overseeing its endowment investments at Vanguard. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm uses a fundamental analysis framework to build tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations.

Michael Perri is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Equitable, LPL Financial, Fidelity Investments, TD Ameritrade, Merrill, and Wells Fargo Clearing. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor strategies and enhance diversification.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian and nonprofit organizations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm employs a combination of top-down macro analysis and research-driven bottom-up security selection for internally managed portfolios, while also offering family-office services and due diligence on private funds and special situation investments.