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 63 and Series 65 licenses and has previously worked at CIG Securities, CIG Asset Management Inc., CIG Capital Advisors, Rueone Investments, and Federal St. Partners. Outside of his advisory role, he maintains a fixed insurance sales and service business. Euclid Harding provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach across a diversified range of securities and offers specialized services including ERISA 3(21) retirement-plan advisory.

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.

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

Charles Shipman is a financial advisor at Blue Keel Financial Planning in Westport, CT, with 13 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, which he has operated since 2006. Blue Keel Financial Planning serves individual clients, small businesses, and trusts, 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-management services alongside its investment offerings.

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.

Anthony Schiff is the sole advisor at 1230 Advisors, LLC, an independent firm based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including nine years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of advising, he is a general partner managing Solitray LLC, a business serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering customized portfolios primarily focused on long-term objectives. The firm employs a mix of fundamental and technical analysis in its investment selections and manages approximately $106 million for about 30 clients, with a significant portion of assets overseen on a non-discretionary basis.

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.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

Kenneth Von Kohorn is the principal of Von Kohorn Research & Advisory, Inc. in Norwalk, CT, holding a Series 65 credential with 27 years of industry experience. He has managed his firm since 1976. Outside of his advisory work, he serves as board chairman and treasurer of the Family Institute of Connecticut, a public policy nonprofit, and is president of the Highmeadow Homeowners Association. Von Kohorn Research & Advisory provides discretionary investment management for individual and high-net-worth clients, focusing on tailored strategies that include U.S. equities, debt, loans, and a broad set of derivatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing leverage, hedging, and short selling on both exchange-traded and over-the-counter markets.

Mark Phillips is the sole advisor at Harvested Financial, LLC, an independent firm based in Redding, CT. He holds a Series 65 designation and has 18 years of industry experience, including 14 years at Group One Trading, LP before founding Harvested Financial in 2020. Outside of his advisory role, he serves as a general partner and director for Harvested Digital Asset Management, overseeing administrative duties related to the fund's wind down. Harvested Financial provides discretionary portfolio management and consulting services to individual, registered investment advisor, and institutional clients. The firm combines quantitative analysis and asset allocation with active trading strategies, including options and digital asset management, and offers a subscription analytics product called “TheTape.”

Richard Parower is a CFA® charterholder and the sole advisor at Compo Advisors, LLC, with seven years of industry experience. He previously worked at Voya Investment Management for four years before founding Compo Advisors in 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, using fundamental and technical analysis to determine asset allocations, with discretionary portfolio management that may include options and foreign-currency hedges.

Peter Salzman is the sole advisor at Salzman Financial Management LLC in Bethel, CT, holding a Series 65 designation with 21 years of industry experience. He has managed Salzman Financial Management since 2004 and has been active in the financial advisory field since 1997. Salzman Financial Management provides investment advisory services to individual and high-net-worth investors, as well as profit-sharing plans, focusing on portfolio management through mutual fund selection and assistance with account paperwork. The firm emphasizes diversified, passive mutual fund investments, monthly account monitoring, and quarterly performance reporting, managing approximately $44.4 million in client assets.

John Blair is the sole advisor at Blair Capital Management in Norwalk, CT, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Scholtz and Company for seven years before founding Blair Capital Management in 2022. Blair Capital Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on customized, primarily long-term strategies incorporating fundamental, technical, cyclical, and charting analysis, and uses derivatives and option-based hedges to manage risk and adjust portfolios based on market conditions or client needs.

Maureen Whelan is a CFP® professional with 4 years of industry experience, operating under her firm M.A. Whelan Financial Planning since 2006. The firm provides financial planning and investment management primarily to individuals and families approaching or in retirement, along with income tax return preparation for some clients. M.A. Whelan Financial Planning emphasizes asset allocation and low investment costs, offering both one-time Retirement Review engagements and ongoing portfolio management using mutual funds, ETFs, and other securities. The firm uses a flat annual advisory fee model and integrates tax considerations and third-party research into its recommendations.

Mergim Elezi is a financial advisor at Adriatic Wealth Management LLC in Norwalk, CT, holding a Series 66 designation with 12 years of industry experience. His prior work includes roles at Highbridge Wealth Management LLC, WestPark Capital Inc., and JP Morgan. Adriatic Wealth Management LLC serves individuals, including high-net-worth clients, banks, investment companies, and pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management and pension consulting services. The firm employs a range of investment strategies guided by individualized Investment Policy Statements and uses various analytical methods in its decision-making process.

James Gilchrest is the principal of JKG Capital LLC, an independent advisory firm based in Westport, CT. He holds Series 63 and Series 65 licenses and has nine years of industry experience. In addition to his advisory work, Gilchrest is active as a residential real estate agent with EXP Realty of Connecticut LLC. JKG Capital provides customized financial planning and portfolio management services to individuals, family offices, and other investors. The firm’s investment approach combines macroeconomic research with proprietary technical analysis and includes strategies that may involve active trading, market timing, and a diversified mix of assets such as ETFs, managed futures, commodities, equities, bonds, crypto, and real estate exposure.

Kip Paulson is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is the principal of Paulson Private Wealth LLC in Norwalk, CT, a firm he has led since 2024. His prior experience includes roles at UBS Financial Services, Merrill/Bank of America, and Cantor Fitzgerald & Co. Paulson Private Wealth LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing both passive and active investment strategies grounded in asset allocation and Modern Portfolio Theory. The firm emphasizes third-party manager selection and oversight as part of its investment process.