Sara Leydon is the sole advisor at Foundation Financial Inc. in Westport, CT, with 13 years at the firm and five years of industry experience. She holds a Series 65 designation and also serves as Managing Member of Foundation Tax LLC, offering tax preparation and planning services to individuals and small businesses. Foundation Financial Inc. provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, estates, trusts, small business owners, and retirement-plan participants. The firm’s approach is based on Modern Portfolio Theory and behavioral finance, utilizing diversified portfolios primarily composed of low-cost ETFs, with a buy-and-hold strategy complemented by periodic rebalancing and tax-sensitive trading.

Tamara Cronin is a financial advisor at Beacon Capital, LLC with 23 years of industry experience. She has been with Beacon Capital since 2002. Outside of her advisory role, she serves as Volunteer Treasurer and a member of the Board of Directors for Norwalk Congregate Homes for the Elderly, a nonprofit providing housing for low-income seniors. Beacon Capital provides investment management for individuals, retirement and education plans, trusts, estates, and not-for-profit organizations, primarily serving high- and medium-high-net-worth families and local charitable entities. The firm employs a long-term, risk-conscious asset-allocation approach and customizes portfolios to clients’ specific needs, including tax, estate, and retirement planning, with a focus on managing charitable accounts and estate-related matters.

Jonathan Brochstein is the principal of Weston Wealth Advisors, LLC, an independent registered investment adviser based in Westport, CT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 15 years at Weston Wealth Advisors. In addition to advisory services, he is involved in insurance sales through a related business activity. Weston Wealth Advisors serves primarily individual and high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm offers discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and cyclical analysis with tax-aware rebalancing and model portfolios implemented through third-party platforms.

Andrew Haley is a CFA® charterholder and holds a Series 63 license with 21 years of industry experience. He has worked at UBS from 2015 to 2023 and has been with SEVA Funds, LLC since 2024. He was self-employed for one year prior to joining SEVA Funds. SEVA Funds, LLC provides discretionary investment management to an affiliated private investment fund and separately managed accounts for individuals, high-net-worth investors, retirement accounts, and various business entities. The firm employs a multi-asset approach focused on liquid, exchange-traded instruments with systematic, quantitative, discretionary, and risk-based portfolio construction techniques.

Karen Ho Smith is a financial advisor at KCCS Management Inc. in Weston, CT, holding a Series 65 designation with 19 years of industry experience. She has worked at KMH Management Inc. for 34 years and has been with KCCS Management Inc. since 2016. KCCS Management Inc. provides discretionary portfolio management to high-net-worth individuals, trusts, corporations, and pension plans, focusing on long-term, valuation-oriented investing across equities, fixed income, and alternative assets. The firm serves a limited number of clients with account minimums that exclude lower-net-worth retail investors and emphasizes discovery value in small- and mid-cap securities.

Leeland Gray Jr. is a financial advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Allied Securities, First Montauk Securities Corp., and Four Seasons Asset Management Inc. since 2000. He has been with Green Pastures Wealth Management LLC since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers two proprietary model portfolios that combine active market timing and strategic index-based investing.

Dean Moberg is a financial advisor with Sound Trust Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and American Portfolios Financial Services. He operates an independent advisory practice in Norwalk, CT. Sound Trust Wealth Advisors provides investment advisory and financial planning services primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as institutional clients. The firm employs a range of investment strategies based on fundamental and cyclical analysis, offering discretionary and non-discretionary portfolio management through both direct and third-party managers.

Richard Stallone is the sole advisor at RAS Capital Services, Inc. in Wilton, CT, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes positions at Raymond James Financial, Raymond James Financial Services, Inc., and UBS Financial Services. He has led RAS Capital Services since 2009. RAS Capital Services provides portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term strategies, managing accounts on a non-discretionary basis that requires client trade authorization.

Brian Moss is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is the sole advisor at Soaring Capital Management, LLC, an independent firm based in Darien, CT. His prior work includes roles at Barington Capital Group, L.P., and entrepreneurial consulting activities. Soaring Capital Management, LLC provides comprehensive wealth management for high net worth and ultra-high net worth clients, focusing on concentrated advisory relationships. The firm employs an institutionally oriented, evidence-based investment approach with access to private-market strategies and incorporates quantitative tools, generative AI assistance, and tax-aware techniques.

Mark Guglielmi is the sole advisor at Balanced View Capital, LLC, an independent firm based in Westport, CT. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Balanced View Capital since 2015. Balanced View Capital provides portfolio management services to individual and high-net-worth clients, managing approximately $20 million. The firm employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to construct concentrated portfolios, offering both discretionary and non-discretionary advisory services across various asset classes.

Lynn Verrilli is the principal at Affinity Financial Solutions, LLC, an independent advisory firm, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fairport Capital, Inc. and operated her own college preparation business, Advanced College Funding Solutions, LLC, which provides ACT/SAT prep, scholarship and grant services, college search, and career counseling. Affinity Financial Solutions, LLC offers investment advisory and planning services to individuals, families, trusts, charitable organizations, and 401(k) plans. The firm employs both fundamental and technical analysis, with a portfolio approach that prominently uses ProFunds sector mutual funds, and considers clients’ overall financial profiles.

Mark Friedman is a financial advisor at Educated Wealth & Financial, LLC with nine years of industry experience and a Series 65 credential. He has been self-employed in real estate investment and management since 2011 and has owned and operated investment real estate intermittently since 2002. Outside of advising, he manages multiple real estate properties, including serving as president and 50% shareholder of an LLC holding one property. Educated Wealth & Financial, LLC provides fee-only financial planning, investment management, and consulting primarily to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm combines charting, fundamental analysis, and behavioral finance in its investment approach, generally favoring longer-term holdings while allowing for more active trading as needed.

Seth Tutlis is a CFA® charterholder and Series 63 licensee with two years of experience, currently serving as the sole advisor at Seneca Wealth Advisors, LLC. His prior experience includes roles at Hillhouse Investments, Balance Point Capital, and Harvest Capital Management. Outside of advisory work, he serves as chairman for several accounting firms and teaches as an adjunct professor at Sacred Heart University. Seneca Wealth Advisors LLC is an independent, single-advisor firm that provides portfolio management and financial planning for individual and high-net-worth clients. The firm uses a range of analytical approaches and offers discretionary management across a broad investable universe, including alternatives, with quarterly account reviews.

Christopher Ryckman is a financial advisor at ProSophia Advisors, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Cartbridge Capital LLC for 17 years before joining ProSophia in 2023. ProSophia Advisors provides discretionary, model-driven investment management to pooled vehicles, registered investment funds, and separately managed accounts, using a proprietary machine-learning system to generate asset-specific trend forecasts and execute algorithmic trading signals. The firm serves institutional clients and high-net-worth individuals, emphasizing a technology-first approach with customizable portfolio implementation.

Michael Ashmore is a CFA® charterholder and holds a Series 63 license. He is the principal advisor at Rondeivu Advisory with two years of industry experience. Prior to founding Rondeivu Advisory, he worked at OMERS Administration Corp. for five years. He serves as a volunteer member of the Board of Trustees and the Finance and Investment Committee at the Pequot Library in Southport, CT. Rondeivu Advisory provides investment advisory services to institutional clients, focusing on private market transactions such as private placements, co-investments, and secondary market offerings. The firm offers both discretionary and non-discretionary engagements and emphasizes manager selection, transaction due diligence, and ongoing portfolio monitoring.

William Parry is a financial advisor with Wolfhound Wealth LLC in Westport, CT. He holds a Series 65 designation and has two years of industry experience, including prior employment at Kynikos Associates from 2011 to 2022. Wolfhound Wealth LLC provides portfolio management and investment advisory services to individuals, including high-net-worth clients, with a focus on developing customized Investment Policy Statements. The firm uses a multi-method investment approach and employs a range of trading strategies, including long- and short-term trading, margin, short sales, and options.

Brian Fridell is a financial advisor at Manor Park Capital LLC with four years of industry experience. He holds a Series 65 designation and has been with Manor Park Capital since 2020. Outside of his advisory role, he is involved with Coffee Labs, where he establishes partnerships and earns commissions based on signed deals. Manor Park Capital LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on equities and non-U.S. securities. The firm customizes portfolios based on clients’ goals, tax considerations, time horizon, and risk tolerance, employing both fundamental and technical analysis along with long- and short-term trading strategies.

Ashish Bordia is a financial advisor at Vihar Capital Management with nine years at the firm and a total of 18 years in the industry. He holds a Series 65 designation. Prior to Vihar Capital Management, he was with Progressive Capital Management for 16 years. Vihar Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm employs a bottom-up value investing approach with concentrated portfolios and offers both asset management and hourly financial planning engagements.

Phillip Schemel is the sole advisor at Schemco, LLC, an independent firm based in Westport, CT. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having founded Schemco in 2011. Schemco, LLC provides discretionary portfolio management and financial planning services to individual and corporate clients, including high-net-worth individuals. The firm employs multiple analytical methods and implements both long- and short-term investment strategies, offering performance-based fee arrangements and allowing client-directed brokerage.

Sunil Sharma is a CFP®, CFA®, and Series 66-registered financial advisor with 10 years of industry experience. He is the sole advisor at Proyash Capital Management in Darien, CT. Prior to founding Proyash, he worked at Compiricus Inc and was self-employed in related roles. Outside of his advisory work, he has an IT-related business activity not connected to his financial firm. Proyash Capital Management offers discretionary portfolio management primarily for individuals, families, and retirement and trust accounts, with a focus on diversified, long-term investment strategies that emphasize principal protection and gradual value creation. The firm also provides limited hourly financial consulting and serves a client base oriented toward ordinary individual investors.