Simone Gladstone is a CFP® with 34 years of industry experience. She is affiliated with Compass Rose Strategic Partners LLC and has previously worked at Vanderbilt Financial Group, Triad Advisors, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is involved in an insurance business offering products such as long-term care, term life, VUL life insurance, and fixed annuities. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets through a team of four advisors and offers both discretionary and non-discretionary portfolio management, often implementing strategies via its own wrap-fee program or third-party programs.

Travis Gladstone is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Compass Rose Strategic Partners LLC and has prior experience at Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management, often utilizing wrap-fee programs and third-party money manager oversight.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.

Tyler Linforth is a Series 66-registered financial advisor with Compass Rose Strategic Partners LLC, bringing one year of industry experience. Prior to joining the firm, he served five years in the United States Navy and worked at Amentum. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management through proprietary and third-party wrap-fee programs.

Mark Steffen is a financial advisor at Sightline Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Sightline since 2015. Outside of his advisory role, he is involved in business ownership through PS Development LLC and Pellish and Steffen LLC, which manage properties used by his practice. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment strategy combining passive and active management, using ETFs, mutual funds, individual securities, and derivatives when appropriate.

Mark Michna is a CFA® charterholder with two years of industry experience. He has worked at Sightline Wealth Advisors, LLC since 2023 and previously spent 19 years at Prospect Partners, LLC. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives when appropriate.

Brittni Oxendine is a financial advisor at Tumolo Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, National Financial Network, PANERA, and Momentive Software. Outside of her advisory role, she hosts and facilitates monthly social networking events through her business, Skip the Small Talk LLC. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers tailored portfolio management and financial planning services, utilizing a range of investment strategies and working with third-party managers and custodians.

Theodore Parker is a financial advisor at Sound Portfolio Advisors, LLC in Mystic, CT, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked with American Express Financial Advisors Inc., Ids Life Insurance Company, and Chemical Bank. Sound Portfolio Advisors provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm emphasizes asset-allocation driven portfolios using low-cost mutual funds and ETFs, tailoring investments to client goals and tax considerations.

Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.

Steven Johnson is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Johnson is the Managing Partner of Alchemi Funds Management Group, which allocates investor capital into various funds, and also serves as Managing Director of Alchemi Capital LLC, a firm supporting start-up companies with digital access to growth resources. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities, managing approximately $286.9 million in discretionary assets. The firm employs multiple analytical approaches and implements both long- and short-term strategies, offering customized portfolios and comprehensive financial planning.

Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.

Joshua Madden is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Lansdowne Wealth Management, LLC and Dunhill Financial, Ltd., and has held positions at several firms including Hoxton Wealth USA and BFMI & BFMCL. Outside of his advisory roles, Madden serves in leadership and committee positions with the Adur Ukraine Support Association, a UK-based organization supporting displaced Ukrainians and promoting Ukrainian culture. Lansdowne Wealth Management serves individual and high-net-worth clients, managing approximately $227.7 million in discretionary assets across about 357 accounts. The firm provides discretionary portfolio management and financial planning with a client-specific Investment Policy Statement, utilizing a combination of charting, fundamental, technical, and cyclical analysis along with both long- and short-term strategies.

Robin Lakey White is a CFP® with 13 years of industry experience, currently serving at Lansdowne Wealth Management, LLC. Her prior experience includes roles at UBS Financial Services Inc and Bank of America. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies, and maintains a notable non-U.S. client base.

Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and A. G. Edwards & Sons, Inc. Reynolds is also a licensed insurance agent for life and health-related products. Alchemi Wealth, LLC manages discretionary and non-discretionary investment portfolios and provides financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a variety of analytical methods and trading strategies, serving over 1,100 clients with approximately $287 million in discretionary assets under management.

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms including BFMI & BFMCL and Concert Wealth Management, and he is involved with Dunhill Financial Ltd as well as serving as secretary of the Adrian Leeds Group. Dunhill is a board member of the American Club of Brussels and the Sharkey Foundation and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a mix of charting, fundamental, technical, and cyclical analysis, employs both long- and short-term strategies, and maintains a substantial non-U.S. client base.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Alchemi Wealth in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Alchemi Wealth, LLC serves individuals, trusts, estates, corporations, and charitable entities, managing approximately $287 million in discretionary assets. The firm offers customized portfolio construction and financial planning using a range of analytical approaches and trading strategies tailored to client objectives.

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.