Harrinson Agudelo Rios is a financial advisor at Finmas Capital LLC in Stamford, CT, with seven years of industry experience. He holds the Series 66 designation and has worked at Money Concepts and Money Concepts Capital Corp before joining Finmas Capital in 2021. Outside of his advisory role, he is an accountant at Members Credit Union and a self-employed soccer coach. Finmas Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a variety of analytical methods and primarily manages accounts on a non-discretionary basis, focusing on mutual funds, equities, fixed income, and ETFs.

Maximilian Montagnino is a financial advisor at Summer Family Advisors LLC with a Series 65 designation and over eight years of experience in related fields. He has held roles at Summer Associates Inc., where he currently serves as President and CEO, performing tax return preparation and business consulting services, as well as prior positions at Hymes & Associates and SUNY Maritime College. Summer Family Advisors LLC provides comprehensive financial planning and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates on a fee-only basis without managing client assets directly, combining asset allocation, fund due diligence, and analytical techniques to deliver long-term investment recommendations and retirement plan advisory services.

Anthony Torchia is a financial advisor at Lone Wolf Trading LLC with a Series 65 credential and four years of industry experience. He has been involved with Lone Wolf Trading LLC since 2016 and also works seasonally at Coral Sea Pools. Outside of advising, he is the founder and CEO of Best Way Technologies LLC, a software company focused on developing tools for trades businesses. Lone Wolf Trading LLC provides discretionary and non-discretionary portfolio management and financial planning to individual, high-net-worth, and corporate clients. The firm uses charting, quantitative, and technical analysis, employing both long- and short-term trading strategies, with a focus on U.S. stock index ETFs and a practice that includes hypothetical performance illustrations and the use of borrowing in managed accounts.

James Lott is the sole advisor at Cropsey Asset Management, LLC, an independent firm based in Ridgefield, CT. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Lott has been with Cropsey Asset Management since its founding in 2003. Cropsey Asset Management provides discretionary investment management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes portfolios built primarily from closed-end funds, exchange-traded funds, and individual equities, employing a variety of fundamental and technical strategies tailored to each client’s risk profile.

Michael Scotto is a CFA® charterholder with six years of industry experience. He is the sole advisor at Highlight Advisors LLC, having joined the firm in 2025 after a 15-year tenure at AON Investments. Highlight Advisors serves institutional asset pools such as for-profit businesses, insurance companies, and not-for-profit entities by providing non-discretionary investment advisory and consulting services. The firm focuses on customized asset allocation recommendations, investment manager selection, and strategic consulting through project assignments, retainers, or hourly engagements without taking custody of client assets.

John Crum is a Series 66-licensed financial advisor with 29 years of experience. He has been the sole advisor at Indigo Asset Management, Inc., an independent firm based in New Canaan, CT, since 1997. Indigo Asset Management provides discretionary portfolio management and investment advice to individuals, families, businesses, retirement plans, trusts, and estates. The firm employs a prudent-investor approach focused on strategic asset allocation and diversification, primarily using mutual funds and ETFs, and offers pension consulting along with access to independent platforms for held-away employer benefit accounts.

John Belluardo is a ChFC® and financial advisor at Stewardship Financial Planning in Tarrytown, NY, with four years of industry experience. He previously worked for seven years at Quadlogic and has been associated with Stewardship Financial Services, Inc. since 2003. In addition to his advisory role, he offers personal trustee and executor services independent of investment management. Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts, and estates with comprehensive financial planning and investment advice. The firm employs a multi-bucket, long-term buy-and-hold strategy focused on diversification and offers primarily non-discretionary management with a limited product menu and flat, fixed fees.

Angelo Gallo is a financial advisor at Lifelong Wealth Strategies, LLC in Somers, NY, with 18 years at the firm and four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Lifelong Wealth Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, and trusts. The firm employs a "Go Anywhere" top-down, tactical investment approach that integrates economic, fundamental, and technical analysis across multiple asset classes.

Gene McGovern is the sole advisor at McGovern Financial Advisors, LLC in Ridgefield, CT, with 11 years of industry experience. He holds a Series 65 designation and has led his independent advisory practice since 2014. McGovern’s background includes work in law, tax, and accounting publishing, alongside prior teaching in a financial planning certificate program. McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and families, focusing on retirement income, cash flow, tax, insurance, education funding, Social Security optimization, and estate planning. The firm delivers project-based and hourly engagements without managing client portfolios on a discretionary basis.

Tsemach Mishal is the sole advisor at Tam Capital Management Inc, holding a Series 65 designation with six years of industry experience. He has been with Tam Capital Management since 2010. Tam Capital Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, corporate, and institutional clients. The firm employs an aggressive, trading-oriented approach using equities, ETFs, options, derivatives, and leverage within separately managed accounts.

Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.

Peter Lusk Jr. is a financial advisor at Acanto, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Acanto since 2017. Outside of his advisory role, he provides business development consulting for startups and operates as a registered representative involved in carbon offset valuation and placement through Weild & Co., Inc. Acanto is a fee-based investment adviser serving individuals, trusts, estates, small businesses, pooled vehicles, RIAs, and broker-dealers. The firm uses a proprietary, model-driven investment approach that combines momentum-based signals with volatility-aware risk parity across U.S. equities and multi-asset ETF/REIT strategies, emphasizing systematic, rules-based implementation and detailed risk disclosures.

Mark Mumford is a CFA® charterholder with six years of industry experience. He is currently with AMWH Asset Management LLC, where he has worked since 2024. His prior experience includes roles at Hollow Brook Wealth Management and J.P. Morgan Private Bank. AMWH Asset Management LLC provides discretionary asset management and sub-advisory services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a multifaceted investment process that includes fundamental and technical analysis, cash-flow, tax, and estate-planning considerations, and offers both discretionary trading authority and performance-based fee arrangements.

William Ryan III is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Ayrshire Capital Management LLC since 2018 and previously worked at Wjr Financial, LLC, The Dowling Group Wealth Management, and Grove Point Investments, LLC. Ayrshire Capital Management provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans through separately managed accounts. The firm emphasizes fundamental analysis complemented by technical indicators and manages portfolios with a range of asset types on a discretionary basis.

Jacob Hadad is a Series 65 licensed financial advisor with Wesfair Advisory Group, Inc. in Chappaqua, NY, with five years of industry experience. Prior to his current role, he spent five years at Apollo Global Management, LLC. He is also President of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and serves as Vice President and co-owner of Wesfair Agency, Inc., a licensed insurance agency. Wesfair Advisory Group, Inc. offers portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term trading approach based on a combination of charting, fundamental, modern portfolio theory, quantitative, and technical analysis, primarily operating on a non-discretionary basis.

Francis Brown is a CFP® and ChFC® with 32 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. Prior to this, he held roles at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of his advisory work, he serves as President and Founding Partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes Modern Portfolio Theory and long-term investing, offering comprehensive financial plans and a bi-weekly newsletter, “Advisor Stream,” as part of its client services.

Jin Hu is a financial advisor at Agilis Investment Management LLC with six years of industry experience. He holds the Series 65 designation and has worked previously at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis provides discretionary portfolio management to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm emphasizes current income through tax-exempt and taxable fixed income securities and dividend-paying equities, with a notable focus on Private Activity Bonds and a detailed approach to credit and operational due diligence.

Ryan Callas is a CFP® professional with 17 years of experience in the financial services industry. He has been with Greenhouse Wealth Management, LLC since 2016, serving as the firm's sole advisor. Greenhouse Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management that integrates discretionary and non-discretionary investment management with financial planning. The firm uses a primarily long-term, fiduciary-oriented investment approach with customized portfolios constructed from low-cost mutual funds, ETFs, and occasionally individual stocks or bonds.

Lindzy Gasparella is a financial advisor with Golden Bay Advisors LLC, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. Prior to joining Golden Bay Advisors in 2025, Gasparella worked at Altruist Financial LLC and Shareholders Service Group Inc. Golden Bay Advisors primarily serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management for separately managed accounts and retirement plans, alongside financial planning services. The firm’s investment approach emphasizes exchange-traded funds as well as individual stocks, mutual funds, and various equity and debt instruments, managing accounts according to client-specific guidelines and reviewing them quarterly.

Joseph Connolly is a financial advisor with Abington Investment Group, LLC, holding a Series 65 designation and seven years of industry experience. His career includes roles at Bank of Ireland Global Markets and Global Payments Partners. Outside of his advisory work, he is a partner at Claddagh Financial Services LLC, which provides foreign exchange advisory and commercial real estate services. Abington Investment Group offers discretionary asset management primarily to high net-worth individuals and institutions. The firm employs a macro-driven investment strategy focused on managing inflation risks and portfolio volatility, maintaining all client assets in-house with a small advisory team managing over $200 million in discretionary assets.