Annette Hassan

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

Robert Bleeck is the principal of Bleeck Financial Management, Inc. in Carmel, CA, with 25 years of industry experience. He holds the PFS™ designation and is also a Certified Public Accountant, maintaining an active accounting practice alongside his advisory work. Bleeck has been with his firm since 1982. Bleeck Financial Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines CPA services with portfolio management, employing multiple analytical approaches and managing discretionary accounts primarily through Charles Schwab.

Joseph Padellaro is a financial advisor at Northmont Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Citibank and J.P. Morgan. He is also involved with Northmont Capital Management Inc., an exempt reporting advisor managing two private 3(c)(1) vehicles. Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and predominantly passive investment strategies, offering customized investment policy statements and portfolio oversight as a solo advisory practice.

Steven Hyman is a financial advisor with Creative Funding Corporation in Bloomfield, CT, holding a Series 63 designation and over 40 years of industry experience. He has been with Creative Funding Corporation since 1985. Outside of his advisory role, he is a licensed independent life and health insurance agent. Creative Funding Corporation provides discretionary portfolio management, retirement and investment planning, and broader financial planning services primarily to individuals, small businesses, trusts, and charitable organizations. The firm serves a client base that includes many schoolteachers and state employees, delivering tailored investment solutions through a process combining fundamental analysis with proprietary macroeconomic indicators.

James Rice is a CFA® charterholder with 19 years of industry experience and is the sole advisor at JQR Capital Management, LLC, an independent advisory firm based in West Hartford, CT. He has led JQR Capital Management since 2014. Outside of his advisory work, he coaches Alpine skiing on weekends during the season at Butternut Basin, Inc. in Great Barrington, MA. JQR Capital Management serves individual investors, employer plan sponsors, and institutional clients by providing discretionary investment management, financial planning, and employee benefit plan consulting. The firm uses a client-specific investment policy with a primarily passive asset-allocation approach supplemented by active fundamental research.

Hugo Soares is a CFA® charterholder affiliated with Navigator Financial LLC, with over 15 years of experience in the financial services industry. His prior roles include positions at Talcott Financial Group and The Hartford. Outside of his advisory work, he manages several rental properties as a sole proprietor. Navigator Financial provides fee-only financial planning and investment management to individuals, trusts, and estates. The firm emphasizes individualized asset allocation and comprehensive planning, operating under a fiduciary standard without commissioned products.