Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Douglas Hedley Jr. is a financial advisor at Longwall Family Office with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Praxia Financial Services, LLC from 2015 to 2023. Since 2023, he has been with Longwall Investment Partners, LLC. Longwall Investment Partners, LLC provides investment advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering customized portfolio management across a variety of asset classes. The firm emphasizes a primarily long-term investment approach combining fundamental and occasional technical analysis, managing a high assets-per-client profile with both discretionary and non-discretionary services.

Lucas Lycksell is a CFP® professional with nine years of industry experience, currently serving as an advisor at Tailored Wealth, LLC. His prior experience includes roles at UBS Financial Services Inc., LPL Financial LLC, Connecticut Wealth Management, and Coinlist. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized, low-cost, diversified portfolios that primarily use mutual funds and ETFs, combining fundamental and technical analysis with a long-term orientation.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Matthew Brunner is a financial advisor at Compass with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Comprehensive Planning Associates, Ltd. since 2011. Outside of his advisory work, he operated a fishing-related venture called Fishing with Matt and Josh from 2007 to 2023. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and supplements its offerings with insurance products, tax preparation, and educational seminars.

Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Donato Settanni is a Series 63-licensed financial advisor with 29 years of industry experience. He currently operates through Settanni Financial LLC and has held roles at Purshe Kaplan Sterling Investments, Sutton Place Investors, LLC, and Cetera, among others. Outside of his advisory work, he serves on multiple nonprofit boards, including the Oakland Cemetery Association and Cabrini of Westchester, and is president of Special Kids of New York, a nonprofit focused on supporting children in need. Settanni Financial is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and integrated wealth management with a fiduciary, long-term approach, utilizing diversified portfolios and a comprehensive risk-tolerance review process.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to founding KP7 Investors in 2021, he spent 21 years at Davis Selected Advisors and one year at Castle Hill Capital Partners. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates defined as “Qualified Clients.” The firm employs a long-term, low-turnover investment approach combining proprietary research, third-party analysis, and AI tools for decision support, managing a select client base with a focus on portfolio alignment with financial, tax, and risk considerations.

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

David Brezina is a CFP® professional at Southport Station Financial Management, LLC with 17 years of industry experience. He has been with Southport Station since 2008 and also operates an independent insurance agency, Barth Insurance Agency. Additionally, he owns and operates a landscaping and property management business. Southport Station Financial Management provides personalized financial planning and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs active derivatives and options strategies and offers both discretionary and non-discretionary portfolio management.

Steven Baker is a financial advisor with Investors Capital Management Inc. in Darien, CT, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Investors Capital Management since 2012. Outside of advisory work, he is a member of several LLCs involved in personal and multifamily real estate holdings. Investors Capital Management, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach based on fundamental research, emphasizing growth, valuation, and global trends, while tailoring portfolios to client risk tolerance and specific preferences.

Asif Osman is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is the sole advisor at Jadwin Asset Management LLC, an independent firm based in Greenwich, CT. Prior to his current role, he worked at Osman Capital from 2013 to 2020. Jadwin Asset Management LLC manages approximately $49.3 million across 23 client relationships, providing discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis in its investment decisions, primarily using direct securities and ETF allocations, and serves a concentrated client base focused on high-net-worth individuals and institutional-type accounts.

Theodore Krauss is the principal of Krauss Whiting Capital Advisors LLC in Stamford, CT, holding a Series 65 license and bringing 26 years of industry experience. He is also the managing partner and founder of Krauss Whiting CPAs LLP, a certified public accounting firm where he performs public accounting services. Krauss Whiting Capital Advisors provides individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a combination of fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence as part of its investment process.

Nathaniel Richer is a financial advisor with Synthesis Capital Group in Fairfield, CT, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at several firms including Saratoga Capital Advisors, F2 Tech LLC, and T3 Trading Group. Richer is also involved with F2 Tech LLC, an entrepreneurial venture outside his advisory role. Synthesis Capital Group is a small, state-registered investment adviser providing discretionary portfolio management to individual and business clients. The firm focuses on U.S. equities, ETFs, and listed options using a combination of quantitative and fundamental analysis to implement systematic strategies, including performance-based fee arrangements uncommon among its peers.

Naoka Nakagawa is a financial advisor at Prism Planning and Solutions Group with 23 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Insight Advisors, LLC. Nakagawa joined Prism Planning and Solutions Group in 2026. Prism Planning and Solutions Group is a newly registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers a broad range of retail services including financial planning, coaching, estate-planning document services, and discretionary investment management, with an investment approach focused on diversified asset allocation using ETFs and modern portfolio theory principles.

Omeed Zarrin is a financial advisor at The Herbst Group, LLC with Series 65 and Series 63 licenses and three years of industry experience. His background includes roles at Amazon Web Services, Inc., where he works as a Senior Analytics Specialist, as well as positions at Ardoq, Sisense, The CCS Companies, and MFS Fund Distributors, Inc. He is also a licensed insurance agent involved in the implementation of insurance recommendations. The Herbst Group provides discretionary wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and derivatives when appropriate.

Heather Sevillano is a financial advisor at Agilis Investment Management LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis Investment Management serves individuals and various institutional clients, offering discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented strategies, particularly in Private Activity Bonds and specialized revenue bonds, and employs unique execution techniques such as group bond purchases and cross-client trades.

Nicholas Zizzadoro is a financial advisor at OakTrust Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC®, PFS™, and Series 63 designations and has worked at OakTrust Wealth Advisors since 2014 and LPL Financial, LLC since 2001. Outside of his advisory role, he is also licensed to sell non-variable insurance products including life, health, disability, long-term care, and fixed annuities. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm emphasizes long-term, client-specific strategies and employs a mix of fundamental, technical, and cyclical analysis, with ongoing supervision and periodic reviews.