Terrence Purcell is a financial advisor at Longwall Family Office with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Purcell Capital Management LLC and Permal Group. Purcell is based in Westport, CT. Longwall Investment Partners, LLC provides customized portfolio management services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

Asher Rogovy is the sole advisor at Magnifina, LLC, holding a Series 65 license with five years of industry experience. He has been with Magnifina since 2020 and was self-employed from 2012 to 2020. Outside of advising, he is a non-managing member of real estate investment entities, with minimal involvement in their operations. Magnifina provides wealth management and financial planning services to individuals and high-net-worth clients, utilizing proprietary quantitative equity strategies and a centralized research process. The firm supports outside investors through model distribution and emphasizes client control over individual stock holdings.

Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.

Nathaniel Ralston is a financial advisor at Shearman, Ralston Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Shearman, Ralston Inc. since 2012. Shearman, Ralston Inc. provides portfolio management and investment advice to individuals, including high-net-worth clients, and trusts. The firm employs a variety of strategies tailored to client objectives, using fundamental, technical, and charting analysis, with an emphasis on non-discretionary management and option-related strategies.

Peter Scholtz is a financial advisor at Scholtz & Company, LLC in Stamford, CT, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Scholtz & Company since 1993. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts, employing a combination of in-house fundamental research and technical analysis, with investment strategies that include Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation approaches.

Ronald Robins is a financial advisor at Beacon Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2000. Outside of his advisory role, Robins is a licensed insurance agent and serves as president of Family Stewards Inc., a business related to his investment activities. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management through a multi-step planning process and employs a mix of active and passive strategies, including its own wrap fee program.

George Torounidis is a financial advisor at Ithaka Strategic Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and EquityBee Securities. Outside of financial advising, he serves as an evaluator for Coyle Hospitality Group, a hospitality service measurement and analysis company. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

Yingying Tan is a financial advisor at AMFA LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and pooled investment vehicles. The firm employs a data-driven, quantitative investment approach using statistical modeling and strategies across various asset classes, tailoring portfolios to client objectives and incorporating risk management.

Kavita Rathi is a financial advisor at NorthStar Portfolio Investments, LLC with one year of industry experience. She holds a Series 65 designation and previously focused on full-time parenting for over a decade before joining NorthStar. Outside of advisory work, she is a partner in Miraansh Aditia LLC, an investor and consultant in a UPS franchise store. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to develop custom portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Benjamin Robins is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Beacon Financial Advisors since 2015. His credentials also include the Series 63 license. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales. Beacon Financial Advisors is an independent wealth advisory firm that provides financial planning and discretionary asset management to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a multi-step planning process and combines strategic and tactical asset allocation using both active and passive managers.

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® with 10 years of industry experience. He joined B Side Partners, LLC in 2026 following roles at Pyramid Global, Morgan Stanley Private Bank, and other advisory firms. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes, offering family office consulting, investment management, and legal and contract services. The firm customizes investment strategies for each client, combining fundamental, technical, and cyclical analysis, and coordinates with third-party advisers while not maintaining custody of client assets.

Jeffrey Kinzel is a CFA® charterholder with 12 years of industry experience. He has been with CK Advisors, LLC since 2006, where he serves as one of two advisors. CK Advisors serves high-net-worth individuals, related entities, and select institutional clients, managing approximately $96.7 million in discretionary assets. The firm employs a bottom-up, fundamental value investing approach focused on company-level analysis and portfolio concentration in individual equities, complemented by fixed income and cash instruments as needed.

Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.

Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.

Craig Arons is the managing member and chief compliance officer of Arons Wealth Management LLC with one year of experience in investment management. He holds the PFS™ designation and has been the owner of an accounting practice, Craig M Arons CPA PFS PC, since 2012. Arons Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm uses a variety of investment methods and emphasizes long-term trading under discretionary authority while also offering hourly financial-planning engagements.

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.

Gordon Armstrong is a financial advisor with Strong Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is the founder, CEO, and president of Strong Capital Markets, LLC, a broker-dealer based in Stamford, CT. Armstrong has held previous roles at firms including March Capital Corp, Blaylock Van, LLC, and North South Capital. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement investments. The firm constructs customized portfolios using a range of analysis methods and manages accounts across multiple asset classes, often engaging in active management of private pooled investment vehicles.

Matthew Kinzer is a financial advisor at Markin Asset Management, LP with five years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Markin Asset Management and its related entities since 2019. He also has a background with Bank of America Private Bank. Markin Asset Management provides discretionary investment management to private pooled funds and separately managed accounts for individuals, trusts, endowments, and family offices. The firm uses proprietary multi-asset quantitative models with artificial intelligence and machine-learning techniques to construct and regularly rebalance portfolios, serving both fund investors and individual clients.

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.