John Kim is a financial advisor at Night Owl Capital Management, LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Night Owl since 2003. Prior to that, he worked at Morgan Stanley & Co. Incorporated. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments using fundamental analysis and discounted free cash flow valuation.

Matthew Sexton is a CFP® with seven years of industry experience, currently serving as a financial advisor at Clear Harbor Asset Management, LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Stamford, CT. Prior to joining Clear Harbor, he was not employed in the financial advisory field for one year. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs.

John Zaro III is a CFA® charterholder with 16 years of industry experience. He has been with Bourgeon Capital Management LLC since 1999. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, focusing on tailored portfolios and asset allocation driven by fundamental analysis and supplemented by technical indicators and cash-management considerations.

Robert Searle is a Series 66 licensed advisor at Searle & Co. in Greenwich, CT, with 48 years of industry experience. He has been with Searle & Co. since 1982. Outside of his advisory work, he serves as a trustee for a private trust, managing trust assets and overseeing distributions and compliance. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, employing a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Stephen Haberstroh is a financial advisor at Castlekeep Investment Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Castlekeep since 2011. The firm provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. Castlekeep emphasizes a client-centered process using qualitative and quantitative fundamental analysis and manages approximately $827.7 million across discretionary and non-discretionary programs.

Michael Fredericks is a financial advisor at Riskbridge Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Blackrock Investments, LLC and LPL Financial LLC. Riskbridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management, using a risk-first, factor-based investment approach with strategic and tactical risk management across an open-architecture portfolio.

David Boczar is a CFP® and CFA® with 22 years of industry experience. He has worked at Bay Colony Advisors since 2022 and previously spent 11 years at Emerald Wealth Advisors. Outside of his advisory role, he serves on the Easton Exchange Club board and acts as treasurer, volunteers as treasurer for the Easton CT Boy Scouts, and is a board member of the Easton CT Senior Center. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm employs a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its multi-team structure.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Kent Johnson is a CFP® with 19 years of industry experience, currently serving at RB Capital Management, LLC since 2022. His prior roles include positions at GYL Financial Synergies, Resnick Investment Advisors, Fidelity, Clearbridge Investments, and Citigroup Global Markets. RB Capital Management, LLC serves individual and institutional clients, providing fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, combined with integrated financial planning. The firm emphasizes asset allocation, diversification, and custom portfolio management using equities, fixed income, alternative investments, and options-based hedging techniques.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has held prior roles at Stratos Wealth Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Waddell & Reed. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $436.6 million in discretionary assets across about 319 client relationships. The firm employs customized portfolios with a focus on exchange-traded funds and individual equities, using both fundamental and technical analysis with a generally long-term approach.

Aaron Kennon is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs, and manages approximately $1.743 billion in assets.

Eric Meermann is a CFP® professional with nine years of experience at Palisades Hudson Asset Management, L.P. in Stamford, CT. He has been with the firm since 2004, holding a vice president role at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing using primarily mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts, including private equity funds, and provides retirement plan consulting and fiduciary services.

George Merrill is a financial advisor at Sophis Investments LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at M&R Capital Management, Inc. for nine years before joining Sophis Investments in 2021. Merrill is also a licensed attorney admitted to the New York State Bar. Sophis Investments is a team advisory firm with five advisors serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings with relatively low turnover and offers performance-based fees for qualified clients.

Christopher Ward is a CFA® charterholder with 15 years of industry experience. He is currently with Avity Investment Management Inc., where he has worked since 2022. Prior to joining Avity, he was employed at G.research, LLC and GAMCO Investors, Inc. from 2015 to 2022. Avity Investment Management provides discretionary portfolio management to a variety of clients including individuals, trusts, and charitable organizations. The firm focuses on fundamental research and active management of high-quality, liquid securities, maintaining a relatively large asset base with a small adviser team.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Charles Failla is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with Sovereign Financial Group, Inc. and has held roles at Raymond James Financial Services Advisors, Inc., among other firms. Outside of his advisory work, he is involved in real estate ownership and management through several entities in Stamford, CT. Sovereign Financial Group serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm employs a long-term investment approach with diversified mutual funds and ETFs, supplemented by individual securities and alternative strategies through independent managers and its Align Alternative Access Fund.

Edward Long is a CFA® charterholder with 20 years of industry experience. He has been with Gillespie, Robinson & Grimm, Inc. since 2005. He is based in Greenwich, CT and holds Series 63 and Series 65 licenses. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, focuses on high-quality liquid securities purchased at attractive prices, and actively manages fixed-income maturity ranges.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Damon Hart is a financial advisor at Baxter Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baxter since 2018. Prior to that, he spent 17 years at Raylor Asset Management Group and has been president of DLH Technical Services, a technology consulting firm, since 2001. Baxter Investment Management is a team of five advisors managing approximately $1.0 billion, providing discretionary portfolio management to individuals, institutions, and charitable organizations. The firm employs a long-term, value/GARP investment approach tailored to client needs and offers private investment fund due diligence for qualified investors.

Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.