Trivium Point Advisory, LLC

James Thompson is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, MetLife Securities, and Barnum Financial Group. Additionally, he is a licensed insurance agent. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm employs a long-term, diversified investment approach and is notable for its affiliation with an accounting firm, allowing integrated advisory and tax-preparation services.

Besart Beluli is a financial advisor at Trivium Point Advisory, LLC with experience spanning multiple firms since 2016, including roles at TriNet, Private Client Resources, Investment Metrics, Altium Wealth Management LLC, and TD Ameritrade. He holds Series 63 and Series 65 licenses. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion for over 1,000 clients through a team of 23 advisors, emphasizing diversified, tax-aware portfolios and integrated accounting and tax-preparation services.

Edward Schechter is a financial advisor at Trivium Point Advisory, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Paradigm Financial Partners, Kestra Financial Services, and Nfp Securities. Schechter is also a CPA and has been a partner at Berkow, Schechter & Company LLP since 1987. He serves as a non-compensatory trustee and is involved with the Fire Island Synagogue. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages diversified portfolios using a combination of internal models and external managers and offers integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

Traci Saxon is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, Kestra Investment Services, and Hedgebay Securities. She is also involved in related business activities including non-variable insurance and tax preparation services through affiliated entities. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across about 1,051 clients with a multi-team approach that emphasizes diversified portfolios, tax-aware wealth accumulation, and integrated accounting and tax-preparation services.

Greg Re is a financial advisor at Trivium Point Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and also works as an accountant at Martin, Decruz and Company, LLP in Stamford, CT. He has been with Paradigm Financial Partners, LLC since 2019 and maintains a long-standing role at Martin, Decruz and Company. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across over 1,000 clients, utilizing diversified portfolios and a mix of internal and external managers, and offers integrated accounting and tax-preparation services through its affiliation with an accounting firm.

Ziyah Esbenshade is a CFP® with 26 years of experience in the financial services industry. She is currently with Trivium Point Advisory, LLC, where she has worked since 2023, and previously spent 13 years at Ameriprise Financial Services, Inc. Esbenshade provides investment advisory services through Trivium Point Advisory and is involved in related business activities including tax preparation and insurance solicitation. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using both internal models and external managers, and distinguishes itself through its affiliation with an accounting firm, enabling integrated advisory, accounting, and tax-preparation services.

Cole Conrad is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advisory services, he is the managing director of Trivium Point Accounting, LLC, a tax preparation and accounting firm. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and it integrates accounting and tax-preparation services through its affiliated accounting firm.

Paul Volpe is a financial advisor at Trivium Point Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and NFP Securities. Volpe is also involved with Trivium Point Accounting, providing tax preparation and accounting services. Trivium Point Advisory offers investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, emphasizing a long-term, diversified investment approach that integrates internal models, external managers, and institutional technology. Its affiliation with an accounting firm enables it to recommend integrated accounting and tax-preparation services alongside advisory offerings.

James Salerno is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Trivium Point Advisory, LLC and has held prior roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MetLife. Outside of advisory work, Salerno is involved in mortgage brokerage through Affordable Financial Services. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm employs a long-term, diversified investment approach and is notable for its affiliation with an accounting firm, enabling integrated accounting and tax-preparation services alongside advisory offerings.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Lee Rawiszer is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior roles include positions at LPL Financial LLC, Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and NFP Securities. He is also involved with Trivium Point Accounting, an affiliated accounting and tax-preparation service. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients with a multi-team approach that emphasizes diversified, tax-aware portfolios and integrates advisory services with accounting and tax-preparation offerings.

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.

David Halper is a financial advisor with Trivium Point Advisory, LLC in Wilton, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at LPL Financial, Purshe Kaplan Sterling Investments, Kestra Financial Services, and NFP Securities. In addition to his advisory work, he is involved with Trivium Point Insurance Group, LLC, an affiliated insurance business. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion through a team of 23 advisors. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and integrates accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

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 prior roles include positions at LPL Financial, Mass Mutual Investors Services, MetLife Securities, and Metropolitan Life Insurance Company. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion through a team of 23 advisors, using diversified portfolios and a long-term, individualized approach that integrates tax-aware wealth accumulation and fiduciary retirement plan advisory services.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external managers.