John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Michael Vanikiotis is a CFP® and ChFC® with one year of experience, currently serving as the sole advisor at Vanik Capital LLC. His prior roles include positions at Northwestern Mutual and Wells Fargo Clearing, along with experience in the restaurant ownership and operations sector. Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm employs asset-allocation driven portfolios combining passive and active strategies and offers services including ERISA investment management for employer plans.

Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

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.

James Devico is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Mountain Pass Planning Corporation since 2016 and previously spent five years with Professional Financial Consultants and Cadaret, Grant & Co., Inc. He holds ownership interests in several real estate entities and maintains a life insurance license. Mountain Pass Planning is an independent, single-advisor registered investment adviser serving individuals, families, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, combining passive and active investment approaches informed by fundamental and cyclical analysis.

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 Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.

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.

Eric McKean is a financial advisor at Blue Elm Advisors with a Series 65 credential and three years of industry experience. He also works as a Computer Specialist at NYC Department of Environmental Protection and serves as an Adjunct Professor at the University of Connecticut outside of trading hours. Blue Elm Advisors provides investment management and financial planning services to individual clients, businesses, and charitable organizations. The firm combines strategic asset allocation with tactical adjustments, incorporating both active and passive investments, and offers customization based on client goals, risk tolerance, and ESG preferences.

Richard Mckean is a Series 65-licensed advisor at Blue Elm Advisors with three years of industry experience. He has worked at Blue Elm Advisors since 2022 and has served as an estate representative for the Estate of Maria Dasilva since 2013. Blue Elm Advisors provides tailored investment management and financial planning services to individuals, businesses, and charitable organizations. The firm combines strategic asset allocation with tactical adjustments, offering both active and passive investment vehicles while incorporating client-specific goals, risk tolerance, and ESG criteria as applicable.

James Mcfadden is a financial advisor with Bluering Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. In addition to his advisory role, he has been a compliance consultant at JADM Compliance Services Inc. since 2013. Bluering Advisors, Inc. provides fee-only portfolio management primarily for non-high-net-worth individuals, businesses, trusts, estates, and charitable organizations. The firm employs a dynamic allocation process that integrates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis while allowing for the selective use of higher-risk instruments for appropriate clients.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Michael Matson is a financial advisor with Matson Financial Advisors, Inc. in Danbury, CT, holding a Series 63 designation and over 40 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been with Matson Financial Advisors since 1993. Outside of advising, he serves as a volunteer member of the Retirement Benefits Advisory Board Committee for the Town of Brookfield, CT. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations, integrating investment advice with retirement, tax, estate, insurance, and education planning. The firm focuses on a collaborative, plan-driven approach and typically works on a non-discretionary basis, with reviews conducted at least annually.

Amy Pender is a CFP® with 13 years of industry experience, currently serving as an advisor at Natural Investments since 2017. She previously worked at SRI Investing LLC from 2015 to 2017. In addition to her advisory role, she provides strategic planning consulting for nonprofit organizations. Natural Investments is a values-focused advisory firm managing roughly $2.05 billion for individual clients, institutions, and charitable entities through a team of 24 advisors. The firm emphasizes asset-class diversification and socially responsible investments, offering both discretionary management and project-based financial planning.

Shane Edmond is a CFA® charterholder and holds Series 63 and Series 65 licenses, with seven years of industry experience. He is currently affiliated with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2018. Prior to his financial advisory roles, he worked at Boston Scientific and Pepsi Beverages Company. Outside of his advisory work, Edmond is involved in business development for STRAD Software, which provides software solutions for professional practices. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm emphasizes a tailored, IAR-driven investment approach using a variety of securities and platforms, with a generally long-term orientation combined with tactical trading capabilities.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.