Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

John Hill is a CFA® charterholder with three years of industry experience. He has worked at Quorus Inc. since 2022 and previously held roles at Tegus and THE Vanguard Group, Inc. from 2014 to 2022. Quorus Inc. provides portfolio implementation and separately managed account management primarily to registered investment advisors, family offices, and small endowments, using technology to deliver personalized investment portfolios and automate rebalancing and tax-loss harvesting strategies.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Mass Mutual Investors Services, among other firms. Michele is based in Monroe, CT. Dunbar Associates provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs both fundamental and technical analysis with a predominantly long-term investment approach while maintaining flexibility for client-specific needs.

Matthew Gachi is a CFP® with 29 years of industry experience, currently affiliated with Catum Advisory Group, LLC, where he has worked since 2016. He has held roles at CB Design Group and Iag, LLC, and serves as Vice President of Devlin & Associates, Inc., a third-party administrator firm unrelated to investment advisory. Catum Advisory Group manages approximately $128.6 million for about 75 clients, including individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services with strategies that incorporate borrowing and derivatives alongside option overlays managed through a sub-adviser.

Thomas Kerney is a financial advisor at Cooper Financial Services, Inc. with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Key Bridge Compliance, LLC and Early Capital, LLC. Cooper Financial Services provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, and technical analysis to manage client portfolios tailored to their objectives and risk tolerance.

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.

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.

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.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with both Cooper Financial Services, Inc. and CFS Securities, Inc. since 2014. In addition to his advisory role, he is a silent partner in Butler Insurance Group, LLC. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of charting, fundamental, and technical analysis across various strategies, managing accounts mostly on a discretionary basis with ongoing portfolio monitoring.

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.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2026. CastleKeep Investment Advisors serves individuals, families, trusts, estates, high-net-worth individuals, and private investment companies with portfolio management, investment advisory, money manager search and monitoring, and investment analysis. The firm emphasizes a client-by-client approach, applying both qualitative and quantitative fundamental analysis, and manages approximately $921 million in assets.

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.