Kimberly Lynn Saja

Paul Morrone is a CFP® with 14 years of experience in the financial services industry. He currently works at Great Valley Advisor Group, LLC and has held prior roles at US Financial Advisors, LLC, LPL Financial, and Lincoln Financial Securities Corporation. Morrone also practices as a certified public accountant providing tax preparation and accounting services and is a notary public. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining proprietary strategies with third-party managers and platforms such as LPL, Fidelity, Schwab, and SEI.

Laura Simon is a financial advisor with Capital Trust and Associates LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has led Capital Trust and Associates since 2013. Simon is also a licensed independent insurance agent in Connecticut, authorized to sell long-term care insurance. Capital Trust and Associates is an independent firm providing investment management, wealth management, and financial planning to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm combines fundamental and technical analysis to construct diversified portfolios, often utilizing SEI’s asset allocation models and third-party managers.

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.

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.

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.

David Van Osdol is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to understand their unique financial goals and needs, developing tailored strategies to help pursue those objectives. His professional experience spans over two decades, including positions as a Financial Planning Specialist at Ameriprise from 2019 to 2021, Registered Representative at Cetera Advisors from 2018 to 2019, and Financial Advisor and Portfolio Manager at Smith Barney (Morgan Stanley) from 1998 to 2008. This extensive background provides him with a broad perspective on financial planning and portfolio management. David emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. No additional information on education, credentials, personal interests, or community involvement was provided.