Daniel Granucci

Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.

Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding custody of client assets.

Donato Rosales is a financial advisor at Rosales Wealth Group LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Financial Planning Services, Pruco Securities, People's United Bank, and Thomaston Savings Bank. Outside of his advisory role, he is also a licensed insurance agent involved with the Connecticut Health Enrollment Center Co. Rosales Wealth Group is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, wealth management, and financial planning services. The firm’s investment approach emphasizes long-term strategies using diversified, low-cost mutual funds and ETFs, supplemented by individual equities and tactical trades, and includes oversight of unaffiliated independent managers.

Peter Kihara is a financial advisor at Fortress Financial Management with a Series 65 designation and no prior industry experience. He has worked at Fortress Accounting since 2020 and at Security Acquisition Partners since 2007. He is also a 50% owner of an affiliated accounting practice. Fortress Financial Management provides discretionary investment management and project-based financial planning to individuals, small business owners, and small-business retirement plans. The firm uses a proprietary fundamental-analysis methodology and a tax-aware, long-term buy-and-hold approach, typically exercising full discretionary authority and conducting formal portfolio reviews quarterly.

Mansoor Ahmad is a financial advisor with Global Hill Wealth Advisors LLC in Monroe, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMorgan Chase. He is also a licensed insurance agent involved in insurance sales on a part-time basis. Global Hill Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental and technical analysis, constructing portfolios tailored to client goals using ETFs, equities, mutual funds, and bonds.

Mark Phillips is the sole advisor at Harvested Financial, LLC, an independent firm based in Redding, CT. He holds a Series 65 designation and has 18 years of industry experience, including 14 years at Group One Trading, LP before founding Harvested Financial in 2020. Outside of his advisory role, he serves as a general partner and director for Harvested Digital Asset Management, overseeing administrative duties related to the fund's wind down. Harvested Financial provides discretionary portfolio management and consulting services to individual, registered investment advisor, and institutional clients. The firm combines quantitative analysis and asset allocation with active trading strategies, including options and digital asset management, and offers a subscription analytics product called “TheTape.”