Timothy Pettee is a financial advisor at Pettee Investors Inc with a Series 65 credential and three years of industry experience. He has previously worked at AIG Sunamerica Capital Services and AIG Sunamerica Asset Management Corp for over 17 years. He is also involved with Hoya Capital Real Estate, an affiliated SEC-registered investment adviser. Pettee Investors Inc provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutional clients. The firm emphasizes valuation-driven equity strategies across large- and mid-cap growth and equity REITs, managing portfolios with a one- to three-year horizon using fundamental and technical analysis.

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

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 with Patagonia Capital Advisors, LLC, where he serves as Managing Director focusing on corporate advisory and business development. Acanto is a fee-based investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and quantitative trade-signal services to a range of clients including individuals, trusts, and small businesses. The firm employs a proprietary, model-driven investment approach that combines momentum-based signals with risk parity across U.S. equities and multi-asset ETF/REIT strategies.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

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.

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.

Brandon Place is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved part-time in business development for a venture called Mem. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both third-party research and proprietary portfolio models, providing customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Michael Carlin is a financial advisor at Fairfield, Bush & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering customized and model portfolios with both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective and employs a mix of long-term, short-term, and option 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.

Juliana Fajardo Andrade is a financial advisor with Litvak Wealth, LLC in Norwalk, CT, holding a Series 66 designation and 18 years of industry experience. She has been associated with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. In addition to her advisory role, she provides consulting services through Litvak Solutions, assisting businesses and high-net-worth individuals with non-advisory support. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates with customized portfolio management and limited-scope investment advice. The firm emphasizes long-term fundamental analysis and portfolio construction, managing a significant portion of assets on a non-discretionary basis, and incorporates diverse investment strategies including alternative investments and derivatives.

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.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

John Mallozzi is a financial advisor at Bourgeon Capital Management LLC with nine years of industry experience. He previously worked at Oppenheimer and Columbus Circle Investors. Mallozzi serves on the Board of Governors for Horizons at New Canaan Country School, a nonprofit organization. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, emphasizing tailored portfolios and asset-allocation decisions informed by fundamental and technical analysis.

Jane Rosenfeld is a financial advisor with Aspire Advisors, LLC, based in North White Plains, NY. She holds 15 years of industry experience and has been with Hamilton Cavanaugh & Associates, Inc. since 2004. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, including high-net-worth clients, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios of mutual funds and ETFs, tailoring allocations according to clients’ risk tolerance, liquidity needs, and time horizon.

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.