Cailyn Paradise

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.

Herbert Moore is a financial advisor with Olive Tree Ridge Investment Advisors in Sharon, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at WiseBanyan, Inc. for ten years and was with Independent Brokerage Solutions LLC from 2020 to 2022. Outside of financial advising, Moore is the founder and operator of a residential remodeling contracting business. Olive Tree Ridge Investment Advisors provides portfolio management primarily for high-net-worth individuals and charitable organizations, focusing on asset allocation, selection, and ongoing monitoring. The firm employs modern portfolio theory, generally recommends ETFs, and uses long-term trading and options strategies, including covered and uncovered options.

Robert Swigert is a financial advisor at Goodstead with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP, Cityblock Health, Inc., and Brandon Point Industries, Inc. Swigert is also an adjunct lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College. Goodstead provides investment management and financial planning services to individual investors, trusts, foundations, endowments, estates, nonprofit organizations, and business entities. The firm employs a risk-budgeting framework that balances lower-risk and higher-risk strategies, combining quantitative models and fundamental analysis to manage accounts, often on a discretionary basis.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

Jonathan Edelman is a CFP® with four years of industry experience, serving as the sole advisor at Nonesuch Advisors in Kent, CT since 2013. He is also Co-Managing Partner of Inflection Vintners, a winery involved in production, sales, and finance. Nonesuch Advisors primarily serves entrepreneurs, small-business owners, and principal executives, offering financial planning, investment strategy, and start-up consulting through fixed-fee or hourly engagements. The firm emphasizes fundamental analysis and diversified portfolios using mutual funds and ETFs, focusing on the intersection of personal and business financial issues without providing discretionary portfolio management.