David Martins

Paul Morrone is a CFP® with 14 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. He has worked at Great Valley Advisor Group since 2021 and previously spent nine years with US Financial Advisors, LLC. Morrone is also a CPA and provides tax preparation and accounting services in addition to his financial advisory role. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

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.

Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.

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.

Ross Riskin is a financial advisor with Riskin Wealth Management, LLC in Newtown, CT. He holds the PFS™ designation and has six years of industry experience. In addition to his advisory role, Riskin is an owner and Vice President of a public accounting firm, Riskin & Riskin, PC, and serves as Chief Creative Officer of visiWealth, LLC, an educational content company. He also works as a Senior Strategy Advisor for the Investments & Wealth Institute and serves on the Advisory Council for the American Institute of Certified College Financial Consultants. Riskin Wealth Management provides investment management and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and held-away account services. The firm emphasizes a Modern Portfolio Theory-based, primarily passive investment approach supplemented by fundamental and cyclical analysis, and offers specialized financial planning in education funding and employee benefit plan advisory.

Robert Swigert is a financial advisor at Goodstead with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP since 2016 and Cityblock Health, Inc. from 2018 to 2019. Swigert also serves as a lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College and is involved in operational oversight for El Menudo Cuenta. Goodstead provides investment management and financial planning to a range of clients including individuals, trusts, and nonprofit organizations. The firm employs a risk-budgeting framework that balances lower- and higher-risk strategies, uses a combination of quantitative models and fundamental analysis, and maintains a unique registration with the CFTC as a Commodity Trading Advisor supporting commodity and systematic trading within its investment approach.