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.

Leonardo Brenes is affiliated with One Oak Capital Management, LLC and holds a Series 65 license. He has 24 years of experience at Michael DeRosa Accounting. One Oak Capital Management provides discretionary portfolio management to high-net-worth and individual clients, pooled investment vehicles, and private funds. The firm focuses on fixed-income strategies with investment-grade corporate and municipal bonds and operates a Multi-Strategy Fund that allocates to various liquid strategies while utilizing sub-advisers under a first-loss framework.

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.

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.

Saul Padilla is a financial advisor at Greenwich Creek Capital Management, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Greenwich Creek since 2008 and previously worked at Morgan Stanley & Co. LLC. Greenwich Creek Capital Management serves individual and high-net-worth clients by providing tailored portfolio management and investment advice across a variety of securities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary account management, with a focus on individualized investment policies and continuous portfolio monitoring.

Thomas Garvey is a financial advisor at LCR Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Capital Financial Advisers, LLC since 2009. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals, families, trusts, institutions, and retirement plans. The firm offers customized portfolio management with a tax-aware, long-term approach, employs a range of strategies including derivatives and third-party managers, and acts as sponsor and investment manager of a venture-capital private fund.

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.

Jeffrey Bernstein is a financial advisor with Silverberg Bernstein Capital Management, holding Series 65 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Cowen and Company LLC, Cowen Prime Advisors LLC, Cowen Prime Services LLC, and Concept Capital Markets, LLC. He serves as a partner and Chief Compliance Officer at his current firm. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser that provides discretionary asset management, financial consulting, and securities research to individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm’s investment approach focuses on concentrated, low-turnover portfolios emphasizing smaller-capitalization companies with proprietary intellectual property and seeks to manage downside risk through careful selection criteria.

Charles Burdette is a financial advisor at Sonder Partners, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Barclays Capital and Lehman Brothers Inc. Burdette also serves as a venture partner at Nosara Capital, where he holds carried interest in the funds. Sonder Partners provides advisory services to individual and high-net-worth clients, focusing primarily on referring prospective clients to a select group of third-party money managers. The firm uses a suitability assessment to guide recommendations and employs a range of investment analysis techniques while primarily relying on the strategies of recommended managers.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct 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.

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.

Brett Howard is a financial advisor at Howard Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory role, he is a member of 47 Lafayette Place, LLC, which manages a real estate property for rental income. Howard Wealth Management serves individual, pension, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $397 million in assets, typically building low-cost, diversified portfolios using mutual funds, ETFs, and other investments while providing employer-engaged educational seminars and combining pension consulting with family-office style wealth planning.

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.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

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.