Mark Levy

Anthony Collins is a financial advisor at EIA Investments LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Union Square Capital Advisors LLC and Economic Index Associates LLC. Collins also serves as a director and consultant for IRIS Metals, a junior mining company listed on the ASX. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients, focusing on strategies that track InvestWithTheFed (IFED) indexes. The firm employs a rules-based index management approach that integrates monetary policy signals and firm-level metrics, weighting securities by a proprietary IFED score rather than market capitalization.

Alan Lax is a financial advisor at Ryefield Capital, LLC with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Ryefield Capital, LLC is an independent registered investment adviser that provides portfolio management and retirement planning services to individuals, professionals, and small businesses. The firm employs a combination of fundamental and technical analysis to pursue capital appreciation and utilizes tactical hedging when appropriate.

Eric Katzman is a CFA® charterholder with 30 years of industry experience. He has been with Rockingstone Advisors since 2016, following a 16-year tenure at Deutsche Bank Securities Inc. Katzman serves on the Board of Trustees at Oberlin College and the Berkshire Natural Resource Council, contributing to their investment and finance committees, and is also a member of the advisory board for Jove Island Acquisition Corp. Rockingstone Advisors offers discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the integration of traditional and digital assets, supported by a two-advisor team and specialized custodial arrangements.

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Tableaux Wealth, where he has worked since 2024, following an eight-year tenure at American Investment Services, Inc. Outside of his advisory role, Delorme serves as a board member of the Berkshire Natural Resources Council, a land conservation nonprofit. Tableaux Wealth provides investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio principles with tactical adjustments, employing a range of securities including individual stocks, bonds, mutual funds, ETFs, and derivatives.

Candace Cuniberti is a CFP® with 20 years of industry experience and has been with WSA Affiliates, LLC since 2011. She manages multiple family trusts and serves as treasurer and board member for a charitable Christian Science care facility. Candace also operates a seasonal farming sole proprietorship. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, coordinating with third-party investment managers and other professionals without acting as a discretionary asset manager.

Matthew Chester is a CFP® professional with 12 years of industry experience. He currently serves at Tableaux Wealth and has prior experience at RBC Capital Markets, LLC d/b/a RBC Wealth Management. Outside of his advisory role, he volunteers as a Finance Committee member for The Stockbridge Library Museum and Archives and as a board member of Riverbrook Residence, Inc., which provides residential living for women with intellectual and developmental disabilities. Tableaux Wealth offers investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio principles with a long-term orientation, utilizing discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.