Donald Winthrop Bourne Jr.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Michael Vanikiotis is a financial advisor at Vanik Capital LLC with CFP® and ChFC® designations and two years of industry experience. His prior work includes roles at Northwestern Mutual, Wells Fargo Clearing, and the Vanikiotis Group Restaurant Owners and Operators. Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates as a fee-only adviser with a client-specific investment approach that incorporates asset allocation, passive and active strategies, and ESG options, and it offers specialized pension and retirement-plan consulting services, including ERISA fiduciary roles and 3(38) investment management.

Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

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.