Frederick Docous is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors LLC. Synthesis Capital Group provides discretionary investment management to individual and business clients, focusing on U.S. equities, ETFs, and listed equity options. The firm uses systematic and quantitative methods to tailor portfolios through a variety of strategies, including long-short and options trading.

Thomas Blake is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with B Side Partners, LLC and has prior experience at firms including Morgan Stanley Private Bank and Jaffe Tilchin Investment Partners. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes, providing comprehensive family office consulting and investment management. The firm integrates legal and contract services into its offerings and tailors investment strategies using fundamental, technical, and cyclical analysis.

Glenn Hechler is a financial advisor at Stage Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation and National Asset Management, Inc. He serves as vice president of a local nonprofit sports board in Somers, NY. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities, providing discretionary portfolio management and pension consulting. The firm manages approximately $103 million in assets for about 200 clients using a range of investment strategies tailored to each client's needs.

Michael Tom is a CFP® professional with five years of industry experience. He has worked at Point B Planning LLC since 2015. AtwoB provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers tax preparation and consulting support and works with plan sponsors in discretionary and non-discretionary capacities, combining a compact team with multiple advanced credentials.

Patrick Clark is a financial advisor with Charter Research & Investment Group Inc, holding a Series 65 designation and over 30 years of industry experience. He has worked at Charter Research & Investment Group since 1993. Charter Research & Investment Group Inc is a fee-only registered investment adviser serving primarily high-net-worth individuals and families with investable assets around $750,000 or more. The firm employs a bottom-up equity process emphasizing asset allocation, diversification, and active fixed-income positioning, and uses derivatives in separately managed accounts for risk management and tactical purposes.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Timothy Ozanne is a financial advisor with Firethorn Capital, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Firethorn Capital since 2003 and previously worked at Firethorn Capital Management, LLC from 2005 to 2022. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, research-intensive value approach and manages both separately managed accounts and a private pooled investment vehicle for accredited investors.

Timothy Low is a financial advisor at Forte Asset Management, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Forte since 2005, following prior roles at Credit Suisse Securities and Pershing LLC. Forte Asset Management provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs an institutional, risk-oriented approach that customizes strategic asset allocation and may include tactical adjustments based on research, managing over $322 million in discretionary assets.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.

Kerry Stirton is a financial advisor at Longwall Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Longwall Investment Partners, LLC, Praxia Financial Services, Alignvest Investment Management - NorthPoint, and Tetrem Capital Management. Outside of his advisory role, he serves as Corporate Secretary and President of Scaleable Magic, an artificial intelligence-based media company. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in assets, constructing customized portfolios with a mix of fundamental and technical analysis and offering both discretionary and non-discretionary management.

Nicolaas Pronk is a financial advisor at Noble Capital Management, Inc. with 38 years of industry experience. He has been with Noble Capital Management since 1996 and Noble Capital Markets Inc./Noble Financial Group Inc. since 1995. Outside of his advisory role, he serves as an investor and chairman for several entities, including Sky One Aviation LLC and Sky One Holdings LLC. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning advice primarily to individual and high-net-worth clients, using model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric investment process with dynamic asset allocation informed by relative-strength analysis and market risk assessments.

Michael Grennan is a CFA® charterholder with 13 years of industry experience. He has been with Charter Research & Investment Group Inc. since 2012. Charter Research & Investment Group Inc. is a fee-only registered investment adviser serving primarily high-net-worth individuals and families, managing approximately $254 million in assets for about 155 clients. The firm employs a bottom-up equity process with a focus on individual equity and fixed-income positions, asset allocation, and diversification, and uses derivatives selectively for risk management.

Paula Luciani is a financial advisor at Charter Research & Investment Group Inc with 36 years of industry experience. She holds a Series 63 designation and has worked at Nutmeg Securities, Ltd. since 1989. Outside of her advisory role, she serves as Vice President and Secretary of T.E. Luciani, Inc., a general contracting business. Charter Research & Investment Group primarily serves high-net-worth individuals and families, focusing on discretionary investment management and integrated financial planning. The firm employs a bottom-up investment process that emphasizes individual equity and fixed-income positions, asset allocation, and diversification.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

William Dunn is a financial advisor at Charter Research & Investment Group Inc with 22 years of industry experience. He is based in Southport, CT and works at a firm with a team of three advisors. Charter Research & Investment Group, Inc. is a fee-only registered investment adviser serving high-net-worth individuals and families, typically with investable assets around $750,000 or more. The firm employs a bottom-up equity process that integrates fundamental, qualitative, and technical analysis, emphasizing tailored portfolios, asset allocation, and risk management through selective use of derivatives and active fixed-income positioning.

Brian Herbst is a financial advisor with The Herbst Group, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios incorporating low-cost mutual funds, ETFs, and individual securities, along with options and derivatives when appropriate.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.

Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.