Travis Hood is a financial advisor at HTG Investment Advisors Inc with the PFS™ designation and over 12 years of industry experience. Prior to joining HTG in 2025, he worked at Kahan, Steiger & Company, P.C. from 2013 to 2025. 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 uses a combination of passive, quantitative, and active funds in its portfolios.

Joseph Donaldson is a financial advisor at HTG Investment Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over a decade at McClain Value Management and roles at Forsyth Capital LLC. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, focusing on strategic asset allocation and diversification through a mix of passive, quantitative, and active funds. The firm serves mainly high-net-worth clients with integrated planning services and operates as a fee-only fiduciary.

Michael Cirone is an investment advisor representative at Trivium Point Advisory, LLC and a registered representative with LPL Financial, LLC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at AMG Wealth, Altium Wealth Management, and Bailey & Beatty Financial Services. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans with investment advisory and comprehensive financial planning. The firm employs a long-term, diversified investment approach using internal models and external managers, and it is notable for its affiliation with an accounting firm that enables integrated accounting and tax-preparation services alongside advisory offerings.

Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and with Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. offers discretionary portfolio management and investment consulting to high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances with an emphasis on growth and selective use of equities, bonds, and pooled investment vehicles.

Ricardo Litvak is a financial advisor with Litvak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He co-founded Litvak Solutions, LLC, a consulting firm unrelated to investment services, dedicating a small portion of his time to this venture. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management and limited-scope advice, emphasizing long-term fundamental analysis and employing a notable reliance on non-discretionary arrangements and derivative instruments for risk management.

David Halper is a financial advisor with Trivium Point Advisory, LLC in Wilton, CT. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include LPL Financial, Purshe Kaplan Sterling Investments, and Kestra Financial Services. He is involved with Trivium Point Insurance Group, an affiliated insurance business. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized to each client’s risk tolerance, tax situation, and liquidity needs, combining internal portfolio construction with recommended external managers, ongoing portfolio reviews, and various implementation tools.

Jonathan Oherron Jr. is a financial advisor at Gilman Hill Asset Management, LLC with 29 years of industry experience. He has been with Gilman Hill since 2007. Oherron holds Series 63 and Series 65 designations. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macro analysis and bottom-up company research, focusing on long-term holdings across various disciplined strategies.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG 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 emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds and ETFs with a combination of passive, quantitative, and active strategies.

George Gerhard III is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gerhard is also involved in business entities related to tax and investment purposes beyond his advisory role. 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 comprehensive financial planning with an approach that integrates fundamental analysis, diversified portfolios, and both internal and external management resources.

Allison Donaldson is a CFP® with 12 years of industry experience and has been with HTG Investment Advisors Inc since 2013. She holds Series 63 and Series 65 licenses and is based 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 employs a strategic asset allocation approach, combining passive, quantitative, and active funds, and emphasizes the use of documented investment policies and advanced planning tools.

Christopher Benin is a financial advisor at Benin Management Corp with 25 years of industry experience. He has held his current role since 2011 and holds a Series 65 designation. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm manages approximately $659 million in discretionary assets, tailoring portfolios through fundamental, technical, and cyclical analysis across various asset classes including equities, debt, mutual funds, ETFs, and options.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.

Alexander Zaharoff is a CFA® charterholder with 17 years of industry experience. He has worked at HTG Investment Advisors Inc since 2014 and previously held positions at Citigroup Global Markets, LZ Investment Advisors LLC, and HSBC Securities (USA) Inc. Zaharoff is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. 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 uses a mix of passive, quantitative, and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.

Andrew Massaro is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Securities Corp and National Asset Management. Outside of his advisory roles, he owns APM Holdings, Ltd., a bill paying entity. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, incorporating proprietary strategies and external managers, and is noted for its market-timing techniques and alternative investment offerings.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. 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 across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020, following prior roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved in nonprofit organizations focused on investment and global economic policy, including serving on the investment committee of a church and as a board member of the Global Interdependence Center. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with a focus on portfolio volatility targets, integrating strategic and tactical risk management with proprietary research and manager due diligence.

Robin Sherwood is a CFP® with 32 years of industry experience, currently serving at HTG Investment Advisors Inc since 2005. Based in New Canaan, CT, Sherwood is part of a team of 12 advisors at the firm. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation and diversification approach, utilizing a mix of passive, quantitative, and active funds, supported by advanced planning software and institutional custodian relationships.

Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.

Bert Bowler is a CFP® with over 31 years of industry experience. He is currently with Round Rock Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns B.T. Bowler, LLC, which provides risk management services unrelated to his investment work, and he is a licensed insurance agent involved in implementing insurance recommendations. 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 multiple investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Scott Dynan is a financial advisor at Round Rock Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Neuberger Berman BD LLC, Taurus Asset Management, and Western International Securities. 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 range of investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.