Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

David Dickerson is a financial advisor at Clearview Financial Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Virtus Investment Partners and Zweig Advisers LLC. He is also associated with Vp Distributors Inc. Clearview Financial Planning serves individual, high-net-worth, and charitable organization clients, offering portfolio management and comprehensive financial planning. The firm’s investment approach integrates modern portfolio theory with fundamental, quantitative, technical, and cyclical analysis, primarily focusing on equities and equity ETFs alongside other asset classes.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 23 years. He also maintains an insurance agent role at Cardona and Company, providing insurance sales and service. Big Rock Advisors is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning to individual investors and qualified retirement plans. The firm uses fundamental analysis and a tailored investment approach, managing approximately $8.14 million in discretionary assets.

Sean Hopkins is a CFA® charterholder with 14 years of industry experience. He is currently with Big Rock Advisors LLC and also operates La Sala CPA P.C., where he provides accounting and bookkeeping services. Prior to joining Big Rock Advisors, he worked at Tradeweb LLC and its affiliates for over a decade. Big Rock Advisors LLC is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning services primarily to individual investors and qualified retirement plans. The firm employs a tailored investment approach based on fundamental analysis and ongoing portfolio monitoring.

Anthony Cardona is a financial advisor at Big Rock Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and The Leaders Group, Inc. Cardona is also the owner of AJ Cardona & Co, an insurance services business. Big Rock Advisors is a small registered investment adviser serving individual investors and qualified retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning services, employing tailored investment programs based on clients’ goals and risk tolerance.

Stephen Norton is a financial advisor at Saybrook Wealth Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2021. Norton is also the owner of AblePlanning.com, an online service providing special needs planning resources to families and individuals. Saybrook Wealth Group offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses goal-based planning software to tailor portfolios and conducts both discretionary and non-discretionary management, drawing on research from Raymond James and other sources.

Clifford Cornell III is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Bone Fide Wealth since 2021 and held prior positions at DLP Real Estate Capital, Innovative Tax Solution, Muhlenberg College, and South Side MS/HS. Outside of financial advising, he has worked as a server at The Frisky Oyster in Greenport, NY. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering comprehensive financial life planning, asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to deliver customized investment advice and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.