David Marra is a Series 65-licensed financial advisor at Markin Asset Management, LP with four years of industry experience. He has been with Markin Asset Management since 2019 and also serves as Managing Director of Arialytics, Inc., a non-investment related business. Markin Asset Management provides discretionary investment management to private funds, individual accounts, trusts, and family offices using proprietary multi-asset quantitative strategies. The firm applies systematic models and machine-learning techniques to construct diversified, ETF-based portfolios tailored to client objectives.

James Crabb is a financial advisor at One Oak Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak in 2017. Outside of his advisory role, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit providing assistance and religious training to disadvantaged groups in Israel. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy investments, and manages multiple onshore and offshore funds.

Christopher Angle is a financial advisor with Heritage Capital, LLC in Redding, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Heritage Capital since 2015 and has worked in asset and risk management since 2005. Outside of his advisory role, he operates a book publishing business and teaches judo to children and adults. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary models focused on momentum, trend-following, and mean-reversion to reposition assets rather than follow a buy-and-hold strategy.

John Maguire is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at Client Edge Consulting and The Alfond INN. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals and families. The firm emphasizes broad diversification, long-term holding, and tax considerations in its portfolio management, and also sponsors venture capital pooled vehicles and manages private funds.

Jay Goodgal is a financial advisor with J.C. Goodgal, Inc. based in Pound Ridge, NY, holding Series 63 and Series 65 licenses and four years of industry experience. He has served as Chief Executive Officer of Pawwtners Inc., a social media company, since 2021. His background includes involvement with multiple investment and agricultural companies in director and managing partner roles. J.C. Goodgal, Inc. provides discretionary investment advisory and asset management services to individuals, high-net-worth clients, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with active satellite positions, managing globally diversified portfolios across various asset classes.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.

Kenneth Marshall is a financial advisor at Development Group LLC with 23 years at the firm and 5 years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services to middle-market institutional clients, including corporations, foundations, and endowments. The firm utilizes quantitative and risk-analytic methods to offer asset allocation advice, advisor selection, due diligence, and portfolio modeling without managing client assets directly.

James Cook is a CFP® with 20 years of industry experience, currently serving as an advisor at TJT Capital Group, LLC. He previously worked at JC Capital Advisors Group LLC and has been with TJT Capital Group for 17 years. Cook is also the editor of the newsletter The Investors Strategist. TJT Capital Group provides discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm employs a combination of fundamental, technical, and cyclical analysis to manage accounts aligned with four objective profiles and oversees approximately $294 million in assets under management.

Daniel Pascone is a financial advisor with Tailored Wealth, LLC in Fairfield, Connecticut. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior firms include LPL Financial, Woodbury Financial Services, Transamerica Financial Advisors, and Strategic Financial Solutions. Pascone is also a licensed insurance agent with a limited non-investment-related insurance practice. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, written financial planning, and retirement plan advisory services. The firm focuses on customized, low-cost, diversified portfolios using both fundamental and technical analysis with a generally long-term orientation.

Derek Guglielmi is a CFA® charterholder serving as a financial advisor at Advanced Capital Advisors, LLC in Fairfield, CT. He has 12 years of industry experience, including 11 years at Conning prior to joining Advanced Capital Advisors in 2026. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pension, and corporate clients, managing approximately $173 million in assets. The firm combines investment advisory services with an in-house CPA practice and employs a strategic-tactical, core-and-satellite investment approach using passive index/ETF cores supplemented by active managers and global diversification.

Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

John Witek is a financial advisor at Sladek & Witek, LLP with 24 years of industry experience. He is a Series 65 credential holder and has been a partner at Sladek & Witek since 1994. In addition to his advisory role, he is a partner in a CPA firm operating under the same name and address. Sladek & Witek, LLP is a fee-only advisory and accounting firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning and investment management with traditional tax preparation and accounting services, emphasizing asset allocation and a disciplined mutual-fund and ETF approach.

Eric Peck is a financial advisor at Southport Station Financial Management, LLC in Southport, CT, holding a Series 65 license with six years of industry experience. He has been with Southport Station Financial Management since 2014, with prior roles at J&G Group, Inc. dba JPR Mechanical, Inc., and Walsh Construction Company II, LLC. Southport Station Financial Management is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $192 million across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, and options, offering both portfolio management and financial planning services.

Robert Zsolt Kazinczy Vamos is a financial advisor with VII Capital Management LLC, holding a Series 65 designation and four years of industry experience. He has worked at VII Capital Management since 2022 and operates an online photography sales business. VII Capital Management provides discretionary equity portfolio management for individuals, trusts, estates, and taxable business entities, specializing in a bottom-up fundamental research approach focused on publicly traded common stocks. The firm offers multiple portfolio strategies, including performance-based fee options, and manages both separately managed accounts and pooled investment vehicles.

Brian Shea is a CFP® professional with over 29 years of experience in financial planning. He is the principal of Shea Financial Advisors, a firm he has led since 1997. The firm provides fee-only financial planning and discretionary investment management primarily to individuals and families. Shea Financial Advisors emphasizes a long-term, buy-and-hold investment approach using strategic asset allocation across various equity classes and fixed income, often incorporating tax planning and individual tax preparation into their services.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

Brandt Sakakeeny is a financial advisor at Rockingstone Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rockingstone Advisors since 2009. Outside of his advisory role, he serves on the Board of Visitors at Wake Forest College and is a board member and treasurer of the executive committee at Bonnie Briar Country Club. Rockingstone Advisors provides discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the use of equities, fixed income, alternatives, and digital assets, distinguishing itself with advertised historical performance and a formal digital-asset custody program.