Tyler Wilmot

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.

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.

John Barry is a ChFC® and Series 65 credentialed financial advisor with American Investment Services Inc, where he has worked since 1994, totaling 32 years at the firm and 21 years of industry experience. He is based in Great Barrington, MA, and is part of a six-advisor team. American Investment Services is a fee-only SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets.

Jeremy Lundquist is a financial advisor with Renaissance Investment Group, LLC and holds a Series 65 designation. He has four years of experience at Renaissance Investment Group and previously served in positions with the United States Government and George Mason University. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, typically pursuing a long-term purchase-and-hold strategy, and offers customized ESG services as part of its investment approach.

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research, maintaining a long-term purchase-and-hold strategy tailored to client-specific investment policy statements.