Jeffrey Davis

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.

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.

Eduardo Gonzalez Lopez is the sole advisor at Edgon Advisory LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Innovation Partners LLC from 2013 to 2017 and has been associated with EDGON Financial LLC since 2009. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Edgon Advisory provides portfolio management and investment advisory services primarily to pooled vehicles and institutional clients, while also serving individuals, high-net-worth clients, private offices, and business entities. The firm employs a range of analytical methods and investment strategies, including long-term investing, short-term trading, options, and allocations to real estate funds, private placements, and venture capital, operating under both discretionary and non-discretionary mandates.

Philip Nassau is a CFP® professional with 36 years of experience in the financial industry. He has been the sole advisor at Nutmeg Capital Advisors, LLC since 2005. Nutmeg Capital Advisors provides discretionary portfolio management and comprehensive financial planning to individual investors, trusts, and estates. The firm employs a combination of fundamental and technical analysis along with both buy-and-hold and short-term trading strategies, including the use of margin and covered-call option writing.

Joseph Padellaro is a financial advisor at Northmont Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Citibank and J.P. Morgan. He is also involved with Northmont Capital Management Inc., an exempt reporting advisor managing two private 3(c)(1) vehicles. Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and predominantly passive investment strategies, offering customized investment policy statements and portfolio oversight as a solo advisory practice.

Steven Hyman is a financial advisor with Creative Funding Corporation in Bloomfield, CT, holding a Series 63 designation and over 40 years of industry experience. He has been with Creative Funding Corporation since 1985. Outside of his advisory role, he is a licensed independent life and health insurance agent. Creative Funding Corporation provides discretionary portfolio management, retirement and investment planning, and broader financial planning services primarily to individuals, small businesses, trusts, and charitable organizations. The firm serves a client base that includes many schoolteachers and state employees, delivering tailored investment solutions through a process combining fundamental analysis with proprietary macroeconomic indicators.