David Martins

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.

Laura Simon is a financial advisor with Capital Trust and Associates LLC in Woodbridge, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Capital Trust and Associates since 2013. Outside of her advisory role, she is an independent insurance agent licensed to sell long-term care insurance in Connecticut. Capital Trust and Associates serves individual, high-net-worth, pension plan, and corporate clients with portfolio management, wealth management, and financial planning services. The firm emphasizes written Investment Policy Statements, diversified asset allocation, and a combination of fundamental and technical analysis, utilizing SEI platform models and third-party managers to tailor portfolios.

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.

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.