Ketan Shah

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.

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.

Donato Rosales is a financial advisor at Rosales Wealth Group LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Financial Planning Services, Pruco Securities, People's United Bank, and Thomaston Savings Bank. Outside of his advisory role, he is also a licensed insurance agent involved with the Connecticut Health Enrollment Center Co. Rosales Wealth Group is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, wealth management, and financial planning services. The firm’s investment approach emphasizes long-term strategies using diversified, low-cost mutual funds and ETFs, supplemented by individual equities and tactical trades, and includes oversight of unaffiliated independent managers.

Peter Kihara is a financial advisor at Fortress Financial Management with a Series 65 designation and no prior industry experience. He has worked at Fortress Accounting since 2020 and at Security Acquisition Partners since 2007. He is also a 50% owner of an affiliated accounting practice. Fortress Financial Management provides discretionary investment management and project-based financial planning to individuals, small business owners, and small-business retirement plans. The firm uses a proprietary fundamental-analysis methodology and a tax-aware, long-term buy-and-hold approach, typically exercising full discretionary authority and conducting formal portfolio reviews quarterly.

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.

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.