Max J Needham

Charles Shipman is a financial advisor at Blue Keel Financial Planning in Westport, CT, with 20+ years of industry experience. He holds a Series 66 designation and has been with Blue Keel Financial Planning since 2014. In addition to his advisory work, he is involved in a music royalty business, Lakshmi Puja Music Ltd, since 2006. Blue Keel Financial Planning serves small business owners in Fairfield County, CT, offering financial planning, portfolio management, and business consultation. The firm employs a Core + Satellite investment approach, combining low-cost indexed core holdings with actively managed satellite positions tailored to client goals and risk tolerance, and provides educational workshops and business consulting services alongside its investment offerings.

Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at CIG Capital Advisors, CIG Asset Management Inc., CIG Securities, and Rueone Investments. Outside of his advisory role, he engages in fixed insurance sales and service as a sole proprietor on a limited basis. Euclid Harding provides financial planning, discretionary portfolio management, and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach using diversified investment vehicles and offers specialized services such as illiquid asset management, retirement-plan advisory under ERISA 3(21), and business advisory support.

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

Norman Kramer is the principal of Norman Kramer Investments, Inc. in Westport, CT, holding a Series 65 designation with 20 years of industry experience. He has led his own firm since 2001 and previously worked at Gilshire Corp. for over four decades. Norman Kramer Investments, Inc. is an independent registered investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm constructs portfolios using a range of securities and trading strategies tailored to client objectives and risk tolerance, focusing on a relatively small client base with concentrated assets under management.

Patrick Byrne is a financial advisor at Aspetuck Financial Management LLC in Fairfield, CT, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Aspetuck Financial Management since 2005. Aspetuck Financial Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, and corporate clients. The firm uses a macro-driven, risk-managed portfolio approach based on Modern Portfolio Theory, offering diversified strategies across various asset classes and is notable for publicly disclosing performance results and providing ERISA 3(38) plan management and participant education.