Harold Mcmillan Jr.

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.

Anthony Collins is a financial advisor at EIA Investments LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Union Square Capital Advisors LLC and Economic Index Associates LLC. Collins also serves as a director and consultant for IRIS Metals, a junior mining company listed on the ASX. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients, focusing on strategies that track InvestWithTheFed (IFED) indexes. The firm employs a rules-based index management approach that integrates monetary policy signals and firm-level metrics, weighting securities by a proprietary IFED score rather than market capitalization.

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.

James Thibault is a CFP® professional with 21 years of industry experience. He has been with Barron Financial Group, LLP since 2006 and previously worked at Purshe Kaplan Sterling Investments. Thibault serves on the investment committee of the Community Foundation of Northwest Connecticut and holds leadership roles in local nonprofits, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with personalized financial planning and portfolio management services. The firm employs tactical and strategic asset allocation, capital preservation, and a proprietary momentum-based Active Asset Allocation system tailored to client-specific goals and restrictions.

Sandra Thibault is a financial advisor with Barron Financial Group, LLP, holding a Series 65 designation and 15 years of industry experience. She worked at Purshe Kaplan Sterling Investments from 2012 to 2017 and has been with Barron Financial Group since 2010. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning services, using strategies such as tactical and strategic asset allocation and an Active Asset Allocation approach based on proprietary momentum-based models.

Candace Cuniberti is a CFP® with 20 years of industry experience and has been with WSA Affiliates, LLC since 2011. She manages multiple family trusts and serves as treasurer and board member for a charitable Christian Science care facility. Candace also operates a seasonal farming sole proprietorship. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, coordinating with third-party investment managers and other professionals without acting as a discretionary asset manager.