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.

Robert Swigert is a financial advisor at Goodstead with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP, Cityblock Health, Inc., and Brandon Point Industries, Inc. Swigert is also an adjunct lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College. Goodstead provides investment management and financial planning services to individual investors, trusts, foundations, endowments, estates, nonprofit organizations, and business entities. The firm employs a risk-budgeting framework that balances lower-risk and higher-risk strategies, combining quantitative models and fundamental analysis to manage accounts, often on a discretionary basis.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at LPL Financial LLC and Wells Fargo Advisors. Outside of financial advising, he manages a self-serve laundry business in Thomaston, CT. Shehu Asset Management provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations, and corporations. The firm employs proprietary modeling tools to manage risk and position sizing, offering services tailored to client demographics and risk tolerance, with a focus on both individual and institutional clients.

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.

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.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

James Thibault is a CFP® professional with 21 years of industry experience. He has been with Barron Financial Group, LLP since 2006 and previously worked at Purshe Kaplan Sterling Investments. Thibault serves on the investment committee of the Community Foundation of Northwest Connecticut and holds leadership roles in local nonprofits, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with personalized financial planning and portfolio management services. The firm employs tactical and strategic asset allocation, capital preservation, and a proprietary momentum-based Active Asset Allocation system tailored to client-specific goals and restrictions.

Benjamin Edmund is a financial advisor at Pasnau Investment Management, Inc. He holds a Series 65 credential and has been with Pasnau since 2023. He also operates 1610 Capital, a short-term equities trading business for firm capital only, and runs Cronk Studios, a web design agency specializing in online stores for small businesses on Shopify. Pasnau Investment Management provides discretionary investment management and advisory services to individual and high net worth clients, managing approximately $114 million across about 203 accounts. The firm’s approach is client-specific, utilizing fundamental, technical, and cyclical analysis with an emphasis on asset allocation and buy-and-hold strategies.

Susan Frois is a financial advisor at Eagle Capital Advisors, LLC, holding a Series 65 designation with seven years of industry experience. She has been with Eagle Capital Advisors since 2015. Eagle Capital Advisors is an employee-owned, independent advisory firm managing approximately $88 million in discretionary assets for about 62 clients, including individuals, high-net-worth households, charitable organizations, corporations, and pension plans. The firm provides customized portfolio management focused on tax efficiency and fee minimization, combining fundamental and quantitative equity analysis with a fixed-income strategy that emphasizes shorter durations and credit selection.

Sandra Thibault is a financial advisor with Barron Financial Group, LLP, holding a Series 65 designation and 15 years of industry experience. She worked at Purshe Kaplan Sterling Investments from 2012 to 2017 and has been with Barron Financial Group since 2010. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning services, using strategies such as tactical and strategic asset allocation and an Active Asset Allocation approach based on proprietary momentum-based models.

Michael Pelosi is a CFA® charterholder with 22 years of industry experience. He is a financial advisor at Eagle Capital Advisors, LLC and also serves as the CFO of Paul Dinto Electrical Contractors, an electrical contracting company. Eagle Capital Advisors is an employee-owned independent firm managing approximately $88 million in discretionary assets for individuals, high-net-worth households, charitable organizations, corporations, and pension plans. The firm offers customized portfolio management focused on individual equities and bonds to enhance tax efficiency and minimize layered fees, combining fundamental analysis with quantitative equity selection and a conservative approach to fixed-income management.

John Seagrave Jr. is a CFP® with nine years of experience in financial advising at Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics for three years. He serves as president and board member of the Burlington Chamber of Commerce and holds board positions with the Central Connecticut Chamber of Commerce and the Northwest Community Bank Foundation. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with retirement plan advisory and financial planning services. The firm employs a range of strategies including tactical and strategic asset allocation and an active momentum-based asset allocation system.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

Guy Ule is a financial advisor at Wellington Shields & Co., LLC with 53 years of industry experience. He has been with Wellington Shields since 2009 and has worked at Shields & Company since 2000. He holds Series 63 and Series 65 licenses. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a variety of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.