Connor Briggs is a CFP® professional with nine years of experience in financial advising. He is currently with Murphy Wealth Management Group and has previous experience at LPL Financial, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he worked with the Town of Wallkill Boys and Girls Club for one year. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios, managing approximately $252 million in client assets.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 65 and Series 63 licenses and has experience dating back to 2006, 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 strategy based on fundamental analysis, with portfolios structured to emphasize capital preservation.

Andrew Fairbanks is a financial advisor at Pendragon Capital Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pendragon since 2019. Prior to that, he held positions at Fairbanks Venture Advisors, Sierentz North America, and Saugatuck Energy. Pendragon Capital Management is a small-team investment adviser serving individuals, families, pension plans, and corporate clients. The firm manages approximately $40 million across 52 client relationships using a value-oriented investment approach and offers specialty strategies including a Trading Plus program with leveraged ETFs and a Climate Impact portfolio.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. 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 philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Elizabeth Arcara is a financial advisor with FSC Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has worked at GENEOS Wealth Management Inc. and FSC Wealth Advisors since 2022. Outside of her advisory role, she has been involved in the hospitality industry as a bartender at Cafe Corp 165 / Hudson Grille since 2016. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios with a discretionary approach and offers specialized programs such as an Active Management Program featuring direct-indexing strategies and tax-loss harvesting.

Ian Green is a financial advisor with Pendragon Capital Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Pendragon Capital Management since 1996 and also founded TradingVillage, Inc., an educational company focused on investing seminars and classes for the general public. Green serves as treasurer for the Mind Brain Philanthropic Foundation, a charitable organization. Pendragon Capital Management is a small-team adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 accounts. The firm employs a value-oriented investment process with discretionary portfolio management and offers specialty strategies including leveraged ETF programs and climate impact portfolios.

Josh Minotta is a financial advisor at Stage Wealth Management, Inc. with a Series 65 credential and one year of industry experience. He has worked at Gladstone Wealth Partners and Stage Wealth Management since 2026 and held roles in insurance sales at North Shore Life & Health Agency Inc. since 2023. Outside of advisory work, he is involved in life and health insurance sales. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm provides discretionary portfolio management and pension consulting, managing approximately $103 million in assets for around 200 clients through a team of four advisors.

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.

William Pasnau is the principal of PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led Pasnau Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary investment management and advisory services to individual and high net worth clients, managing approximately $114 million across about 203 accounts. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, emphasizing asset allocation and buy-and-hold strategies to manage risk.

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 Sylvester is a financial advisor at Fulcrum Wealth Management with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Alps Distributors, Farther Finance Advisors, Candlewood Consulting Partners, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs individualized strategies based on client input and utilizes fundamental and technical analysis, offering a range of investment options including ETFs, mutual funds, and direct indexing.

Michael Perri is a financial advisor at Thrive Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, LPL Financial, Fidelity Investments, TD Ameritrade, and Merrill. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placements. The firm employs diversified model portfolios using ETFs, individual securities, and third-party managers, with regular reviews and rebalancing as part of its investment process.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds Series 66 and Series 65 credentials 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 organizations and foundations, 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 combines a macroeconomic investment approach with research-driven security selection and offers a broad family-office style service set alongside investment management.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.

John Flavin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Rydex Distributors, and Security Investors, LLC. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets, offering financial planning, asset management, and consulting through proprietary strategies and third-party managers.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. 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 employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.