William Donald Donaldson

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.

Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding custody of client assets.

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 with Rosales Wealth Group LLC in Shelton, CT. He holds the Series 66 designation and has five years of industry experience, including prior roles at Prudential Financial Planning Services and LPL Enterprise. Outside of his advisory work, he is also a licensed insurance agent associated with the Connecticut Health Enrollment Center Co. Rosales Wealth Group LLC is a single-advisor independent firm serving individuals and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm uses a primarily long-term investment approach comprising low-cost mutual funds and ETFs, with the option to include individual securities or independent managers, while also maintaining an affiliated insurance agency.

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.

Jean Francis Lopez De Valdivia is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Fleurus Investment Advisory, LLC since 2014. Fleurus Investment Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes discretionary account management under a fiduciary standard, using index mutual funds and ETFs within a long-term trading framework that incorporates charting, fundamental and quantitative analysis, and modern portfolio theory.