Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Josh Minotta is a Series 65-licensed financial advisor with Stage Wealth Management, Inc. He has approximately one year of experience in the industry and previously worked at Gladstone Wealth Partners and Broadstreet Insurance Agency, LLC. Outside of his advisory role, he is involved with North Shore Life & Health Agency Inc., where he operates as a licensed insurance agent focusing on life and health insurance sales. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities through discretionary portfolio management and pension consulting. The firm uses a combination of fundamental, technical, and charting analyses to tailor investment advice and manages about $103 million in discretionary assets for approximately 200 clients.

Bruce Ryan is a financial advisor at Noble Capital Management, Inc. with 50 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Advisory Group Equity Services Ltd and Source Capital Group, Inc. He also operates under the d/b/a RHK Capital. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients, utilizing model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric approach with dynamic asset allocation guided by relative-strength analysis and daily market assessments.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Patagonia Capital Advisors, LLC, where he serves as Managing Director with a focus on corporate advisory and business development. Acanto is a fee-based investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and a quantitative trade-signal service to a diverse client base including individuals, trusts, estates, and small businesses. The firm employs a proprietary, model-driven investment approach combining momentum-based signals with volatility-aware position sizing and emphasizes systematic, rules-based implementation and monitoring for discretionary accounts.

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.

Prashant Joshi is a Series 65 licensed advisor at Quorus Inc. with one year of industry experience. Prior to joining Quorus, he worked at New York University Stern, Lazard, Parametric Portfolio Associates/Morgan Stanley, and BCCM Advisors. Quorus provides portfolio implementation and SMA management primarily to registered investment advisors and wealth managers, while also serving family offices, small endowments, and foundations. The firm leverages technology to deliver personalized portfolios and integrates models from internal and third-party providers, with capabilities including automated rebalancing and tax-loss harvesting.

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Emily Ryklin is a financial advisor at Trivium Point Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. She has also worked in education and caregiving roles prior to her financial career. Outside of advisory work, she works as a server and bartender in Stamford, CT. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment management and financial planning services.

Justin Thomas is a financial advisor at Stableford Capital LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stableford Capital since 2016. Outside of advising, he is a member and owner of OPR Holdings, LLC, an entity established to receive income from his interest in Stableford Capital. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm offers discretionary portfolio management alongside financial planning and retirement-plan advisory, utilizing a committee-supported process focused on long-term returns and risk management.

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.

Besart Beluli is a financial advisor with Round Rock Advisors LLC in Wilton, CT, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Trivium Point Advisory, LLC, TriNet, Private Client Resources, Investment Metrics, Altium Wealth Management LLC, and TD Ameritrade. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. The firm employs a primarily fundamental, long-term investment approach with specialized divisions focused on absolute-value equity and small-/micro-cap strategies, in addition to offering systematic, rules-based overlay strategies.

Traci Saxon is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at LPL Financial, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Kestra Investment Services. She is also involved in related business activities including insurance and accounting services affiliated with Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering tailored portfolio management, financial planning, and retirement-plan advisory services with a focus on fundamental analysis and diversified asset allocations.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Victor Flores is a financial advisor at Snowwater Investment Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citi Private Advisory, Cowdin Partners, and Javeri Capital. Outside of advising, he serves as an adjunct professor at St. John's University and is a board member of the Black & Hispanic Community Development Board at Quontic Adaptive Digital Bank. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities by providing discretionary investment management alongside financial consulting and planning. The firm constructs customized, typically long-term portfolios using a mix of equities, fixed income, hedge funds, private equity, and structured notes, often incorporating independent managers where appropriate.

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.

Robbie Newman is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at UBS Securities LLC for 10 years. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs customized portfolios using exchange-traded funds and individual equities with a generally long-term orientation, supported by ongoing discretionary oversight.

Michael Perri is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Equitable, LPL Financial, Fidelity Investments, TD Ameritrade, Merrill, and Wells Fargo Clearing. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor strategies and enhance diversification.

Jennifer Hunt is a CFP® and Series 65-licensed advisor at HTG Investment Advisors Inc with 19 years of industry experience. She has been with HTG Investment Advisors since 2005. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s approach focuses on strategic asset allocation, diversification, and the use of both passive and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.