Kimberly Barnett

Herbert Moore is the sole advisor at Olive Tree Ridge Investment Advisors in Sharon, CT, holding Series 65 and Series 63 credentials with 15 years of industry experience. He previously worked at WiseBanyan, Inc. for 10 years and founded Premier Construction, a residential remodeling business which he actively manages alongside his advisory role. Olive Tree Ridge Investment Advisors offers discretionary portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on mutual funds, equities, and ETFs. The firm’s investment approach is based on Modern Portfolio Theory, emphasizes asset allocation and long-term strategies, and incorporates options trading when appropriate.

Brian Schmidt is a financial advisor at Hudson Delaware Planning LLC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding Hudson Delaware Planning in 2019, Schmidt worked at Ameriprise Financial Services Inc. and The Depository Trust & Clearing Corp. Outside of advisory work, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on comprehensive, written financial plans covering areas such as retirement, tax, estate, and business consultation, operating on a planning-only model without managing or custodial responsibilities.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

Michael Vanikiotis is a CFP® and ChFC® with two years of industry experience. He is the principal of Vanik Capital LLC, an independent advisory firm founded in 2025. His prior roles include positions at Northwestern Mutual, Wells Fargo Clearing, and involvement with 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 offers both project-based and ongoing planning services, using a mix of passive and active strategies with options for ESG considerations, and provides ERISA fiduciary and 3(38) investment manager services.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

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.