Michael Herbert is a CFP® and ChFC® at Third View Private Wealth with five years of industry experience. Prior to joining Third View Private Wealth in 2025, he held roles at PROCYON Advisors, LLC, MassMutual Life Insurance Company, and Barnum Financial Group. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and institutional entities. The firm utilizes a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to deliver tailored strategies.

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and 20 years of industry experience. Prior to joining Investmark in 2026, he worked at Contour Mortgage as a mortgage loan originator and held roles at Umergence LLC, Gramercy Securities, Inc., Catum Advisory Group, and Merrill. Outside of investment advisory work, he is involved in financial modeling and analysis for two non-investment related companies, Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various securities and offers both discretionary and non-discretionary management through multiple custodial platforms.

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.

Robbie Newman is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at UBS Securities LLC for 10 years. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs customized portfolios using exchange-traded funds and individual equities with a generally long-term orientation, supported by ongoing discretionary oversight.

James Mahoney is a financial advisor with Investmark Advisory Group LLC in Shelton, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Investmark Advisory Group since 2017 and has prior experience with Investmark Advisory Services, Inc., Commonwealth Financial Network, and other firms. He is also a partner and trustee of Mahoney Sabol & Co. LLP, a CPA firm. Investmark Advisory Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various asset types and offers both discretionary and non-discretionary management through multiple custodial platforms.

Kimberly Giannone is a financial advisor with Innovative Asset Advisors Group holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Innovative Asset Advisors Group advises individuals, high-net-worth clients, foundations, and institutional entities, providing wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and uses a range of trading strategies including options and margin when appropriate.

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.

Sigurd Bue is a financial advisor with First Affirmative Financial Network LLC, holding a Series 63 designation and 27 years of industry experience. He has been with First Affirmative Financial Network since 1999 and Affirmative Financial Services since 2004. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors in its portfolio construction while offering discretionary fiduciary investment management and financial planning services.

Allison Costas is a financial advisor at Round Rock Advisors LLC with a Series 65 designation. She has 11 years of prior experience at THB Asset Management before joining Round Rock Advisors in 2025. 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 internal divisions using fundamental, long-term analysis and offers access to independent sub-advisors and a range of equity and fixed-income strategies.

Conor Keenan is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with one year of industry experience. Prior to joining August Wealth Advisors in 2026, he worked at Stratos Wealth Advisors, LLC from 2021 to 2026 and has additional experience at United Parcel Service, Rolling Hills Country Club, and Purdue University. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $436.6 million in discretionary assets with a team of six advisors, focusing on customized portfolios that use both fundamental and technical analysis with a generally long-term investment approach.

William Warner is a CFP® and ChFC® with 31 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years with LPL Financial. Warner is also involved with Warner Financial Group, Inc., where he teaches seminars on financial products and engages in limited insurance-related activities. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a mosaic investment approach combining fundamental, technical, and cyclical analysis, while providing ongoing oversight of third-party managers.

Robert Hill is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill Lynch, and Dominick & Dickerman LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities, employing a bottom-up fundamental analysis approach complemented by technical indicators. The firm manages individual accounts and private pooled investment vehicles, including its private fund-of-funds series, using both discretionary and non-discretionary portfolio management strategies.

Scott Williams is a Series 65-licensed advisor with Investmark Advisory Group LLC, where he has worked since 2011 and currently serves as Chief Compliance Officer and Director of Operations. He also holds a position as a Registered Associate with Commonwealth Financial Network since 2025. Williams has additional responsibilities managing compliance processes, marketing, and operational activities at Investmark Advisory Group. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary portfolio management through several custodial platforms.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

Bradford Orben is an investment advisor with Snowwater Investment Partners, LLC in Fairfield, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at March Capital Corp., Quest Capital Strategies, Inc., and Building & Land Technology. He is dually registered as an Investment Advisor Representative with Snowwater and as a Registered Representative with March Capital Corp. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities, offering wealth management that combines discretionary investment management with financial consulting and planning. The firm manages approximately $795 million in discretionary assets and constructs customized portfolios using a tailored, long-term investment approach.

Jacob Friar is a CFA® charterholder and financial advisor at Gilman Hill Asset Management, LLC with five years of industry experience. He previously worked at Lapides Asset Management and was affiliated with Sacred Heart University. Gilman Hill Asset Management provides discretionary, asset-based portfolio management services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities and manages approximately $1.24 billion in regulatory assets through a five-person team.

Lynda Kommel Browne is a CFA® charterholder with 39 years of industry experience. She is currently with Round Rock Advisors LLC and has previously worked at Private Advisor Group, LLC and Maybank KIM ENG SECURITIES USA, INC. Since 2021, she has served as a FINRA arbitrator resolving regulatory disputes and also sells life insurance independently. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental, long-term investment approach with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies, and actively manages a pooled investment vehicle registered with the Australian Securities and Investments Commission.

Amanda Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm in 2026, she worked at St. Mary School and was a stay-at-home mom for 11 years. Innovative Asset Advisors Group serves individuals, institutions, and charitable organizations, offering wealth management, portfolio management, and financial consulting. The firm employs a tailored, multi-strategy investment approach and works with third-party managers, supporting client accounts through custodial relationships with Charles Schwab and SEI.

Elizabeth Cox is a CFP®-certified financial advisor with 20 years of industry experience. She is affiliated with Merit Financial Partners LLC and has previously worked at Mtp Advisors, Cox Financial Services, LLC, Divorceu.Com, and Raymond James Financial Services, Inc. Her experience includes roles extending back to 2006, with involvement in Divorceu.Com since 2007. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm uses a fiduciary approach that combines fundamental and technical analysis, strategic asset allocation, and diversified portfolios, employing low-cost index funds and ETFs alongside active strategies as appropriate.