Robert Morris Bleeck

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 Swigert is a financial advisor at Goodstead with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP since 2016 and Cityblock Health, Inc. from 2018 to 2019. Swigert also serves as a lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College and is involved in operational oversight for El Menudo Cuenta. Goodstead provides investment management and financial planning to a range of clients including individuals, trusts, and nonprofit organizations. The firm employs a risk-budgeting framework that balances lower- and higher-risk strategies, uses a combination of quantitative models and fundamental analysis, and maintains a unique registration with the CFTC as a Commodity Trading Advisor supporting commodity and systematic trading within its investment approach.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior positions include roles at LPL Financial LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory work, he manages a self-service laundry business in Thomaston, CT. Shehu Asset Management offers financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations, and corporations. The firm employs proprietary modeling tools to tailor investment strategies to client demographics and risk tolerance, with portfolios typically including equities, ETFs, and options.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

Samuel Kaplowitz is a financial advisor at Soundview Private Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 11 years followed by Breachway Investments LLC for three years. He is also involved with Swan Cottage LLC. Soundview Private Wealth Advisors provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, employing Modern Portfolio Theory along with technical analysis and charting.

Neil Harris is a CFP® and ChFC® credentialed advisor with five years of experience in financial planning. He is currently with One Mile Financial Planning, LLC and has prior experience at Northwestern Mutual and Barnum Financial Group. He is also involved with One Mile Education, LLC. One Mile Financial Planning provides comprehensive financial planning services primarily to individual clients, including those with higher net worth. The firm offers written plans, ongoing review, and investment recommendations focused on passive, low-cost funds without managing client assets or charging performance-based fees.