Cole Conrad is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advisory services, he is the managing director of Trivium Point Accounting, LLC, a tax preparation and accounting firm. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and it integrates accounting and tax-preparation services through its affiliated accounting firm.

Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.

Paul Volpe is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. He has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and LPL Financial. Volpe is also involved with Trivium Point Accounting, a related accounting practice associated with his firm. 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, comprehensive financial planning, and retirement-plan advisory services.

Brigid Lahiff is a financial advisor at Gilman Hill Asset Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Gilman Hill since 2021. Prior to her current role, she was employed at Mount Sinai Health System and studied at the University of Oxford. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, offering tailored asset allocation and ongoing portfolio monitoring.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

Michael Fredericks is a financial advisor at RiskBridge Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments, LLC for 12 years, as well as LPL Financial LLC and Wealth Enhancement Group. RiskBridge Advisors serves institutional clients through an OCIO platform and offers private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with an emphasis on portfolio volatility targets and uses an open-architecture implementation across various investment vehicles.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. 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 employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.

Thomas Snayd is a CFP® with 24 years of industry experience, currently serving at Purkiss Capital Advisors, LLC since 2017. He previously worked at Commonfund Asset Management Co., Inc. for 12 years. Snayd serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and household entities. The firm uses fundamental analysis to construct tailored portfolios emphasizing absolute returns within client risk tolerances and monitors accounts regularly, employing mutual funds, ETFs, individual securities, and limited options strategies.

Michael Ortiz is a Series 65-licensed financial advisor at Income & Asset Advisory, Inc. with one year of experience at the firm and prior work as a self-employed professional and a long tenure at Northern Westchester Hospital. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines multiple analytic methods within a generally buy-and-hold strategy, and it has a formal pension consulting practice that includes IPS development, plan monitoring, and participant education.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.

Kerry Connell is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently with HTG Investment Advisors Inc in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds, ETFs, and a mix of passive, quantitative, and active funds.

Laurance Kersh is a CFP® with 18 years of industry experience and has been with Samalin Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Chappaqua, NY. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management. The firm combines fundamental and cyclical analysis with various investment strategies, managing approximately $490 million in client assets across eight advisers.

Michael Tenreiro is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jackson, Grant since 2012. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting primarily to high-net-worth families and trustees, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, using tailored portfolios implemented with discretion and emphasizing growth with a fiduciary approach.

Frederick Wadler is a financial advisor at Golden Eagle Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Quaker Ridge Capital Management and currently at NYLIFE Securities LLC and New York Life Insurance Co. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, retirement plan consulting, and other fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing to manage client portfolios, offering both standardized Asset Management Programs and tailor-made advisory options.

Lee Rawiszer is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, and Kestra Financial Services. Rawiszer is involved with Trivium Point Accounting, a related firm providing tax preparation and accounting services. 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 with customized investment strategies and integrated financial planning, supported by affiliated accounting and insurance services.