Michael Tom is a CFP® professional with four years of industry experience. He has been with Point B Planning LLC since 2015. AtwoB serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies using diversified mutual funds and ETFs, offers ongoing portfolio monitoring, and maintains documented fiduciary practices.

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.

Anthony Daria is a financial advisor at Strategic Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Wealth Management since 2006. Strategic Wealth Management primarily serves individual "main street" clients, along with some businesses and trusts, providing fee-for-service portfolio management, retirement planning, and other financial services. The firm uses model portfolios focused on diversification through ETFs and mutual funds and manages predominantly non-discretionary assets for a client base of everyday investors.

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.

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.

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, based in Stamford, CT, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenwich Creek since 2008. Greenwich Creek Capital Management provides tailored portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs fundamental, technical, and third-party manager analysis to implement strategies ranging from long-term holdings to short-term trading and offers both discretionary and non-discretionary account management.

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.

Timothy Bradley is a financial advisor with Dynamic Trading Management, LLC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Dynamic Trading Management since 2007 and also works with Cabot Lodge Securities LLC. Outside of advisory services, he owns the Timothy Bradley Agency, a transactional business related to broker-dealer and insurance products. Dynamic Trading Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and investment advice primarily to individuals, trusts, and estates. The firm employs a multi-faceted investment approach combining macro analysis with fundamental and technical security selection, focusing mainly on equities and cash, and manages accounts with customized plans based on client objectives, risk tolerance, and tax considerations.

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, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior work includes six years at Barclays Capital and several years at Nosara Capital, where he also serves as a venture partner with carried interest in the funds. Sonder Partners primarily acts as a referral firm, directing prospective clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves individual investors and other advisers, conducting suitability assessments and ongoing diligence on recommended third-party managers and advisory programs.

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.

Brett Howard is a financial advisor at Howard Wealth Management, LLC with 23 years of industry experience. He has held roles at APW Capital, Inc. and Cherry Street Partners before joining his current firm in 2018. Outside of advising, Mr. Howard is a member of 47 Lafayette Place, LLC, which manages a real estate property unrelated to investment activities. Howard Wealth Management serves individuals, including high-net-worth clients, pension plans, and corporate clients, managing approximately $356 million in discretionary assets. The firm offers customized portfolio management and wealth planning services with an emphasis on educational outreach and a fiduciary, long-term investment approach.

Brian Herbst is a financial advisor with The Herbst Group, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios incorporating low-cost mutual funds, ETFs, and individual securities, along with options and derivatives when appropriate.

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. Sherwood also serves as Vice President of Investment Banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using a mix of fundamental, technical, cyclical, and charting analyses, managing accounts on a discretionary basis with strategies ranging from capital preservation to aggressive growth.

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with Series 63, 65, and 66 credentials and three years of industry experience. He has worked at American Century Investments and Vision Advisors and is a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management provides tailored portfolio management and advisory services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm employs a customized investment process utilizing fundamental, mutual fund/ETF, technical, and third-party manager analysis, and manages accounts on both discretionary and non-discretionary bases.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.