Peter Salzman is the sole advisor at Salzman Financial Management LLC in Bethel, CT, holding a Series 65 designation with 21 years of industry experience. He has managed Salzman Financial Management since 2004 and has been active in the financial advisory field since 1997. Salzman Financial Management provides investment advisory services to individual and high-net-worth investors, as well as profit-sharing plans, focusing on portfolio management through mutual fund selection and assistance with account paperwork. The firm emphasizes diversified, passive mutual fund investments, monthly account monitoring, and quarterly performance reporting, managing approximately $44.4 million in client assets.

John Blair is the sole advisor at Blair Capital Management in Norwalk, CT, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Scholtz and Company for seven years before founding Blair Capital Management in 2022. Blair Capital Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on customized, primarily long-term strategies incorporating fundamental, technical, cyclical, and charting analysis, and uses derivatives and option-based hedges to manage risk and adjust portfolios based on market conditions or client needs.

Mergim Elezi is a financial advisor at Adriatic Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Highbridge Wealth Management LLC and WestPark Capital Inc. His practice is based in Norwalk, CT. Adriatic Wealth Management LLC provides portfolio management and pension consulting services to individuals and select institutional clients, including pension and profit-sharing plans, banks, and investment companies. The firm employs an IPS-driven investment process with direct management of client assets, utilizing a range of strategies tailored to client objectives and risk tolerances.

James Gilchrest is the principal of JKG Capital LLC, an independent advisory firm, and holds the Series 63 and Series 65 licenses. He has been in the financial industry for 10 years, with experience at JKG Capital since 2012 and a brief tenure at Jack Point Advisors in 2021. In addition to his advisory work, he is also active as a residential real estate agent with EXP Realty of Connecticut. JKG Capital LLC provides customized financial planning, portfolio management, and capital management services to individuals, family offices, and other investors. The firm employs a discretionary approach that combines macroeconomic review with proprietary technical analysis, tailoring diversified portfolios across multiple asset classes to client risk profiles.

Ross Riskin is a financial advisor with Riskin Wealth Management, LLC in Newtown, CT. He holds the PFS™ designation and has six years of industry experience. In addition to his advisory role, Riskin is an owner and Vice President of a public accounting firm, Riskin & Riskin, PC, and serves as Chief Creative Officer of visiWealth, LLC, an educational content company. He also works as a Senior Strategy Advisor for the Investments & Wealth Institute and serves on the Advisory Council for the American Institute of Certified College Financial Consultants. Riskin Wealth Management provides investment management and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and held-away account services. The firm emphasizes a Modern Portfolio Theory-based, primarily passive investment approach supplemented by fundamental and cyclical analysis, and offers specialized financial planning in education funding and employee benefit plan advisory.

David Bernstein is a Certified Financial Planner® with 15 years of industry experience. He has been with Connecticut Cambridge Advisors since 1997. Connecticut Cambridge Advisors serves individual clients with comprehensive financial planning and tax services, including income tax planning, investment advice, insurance, pensions, retirement and estate planning, as well as tax return preparation and audit representation. The firm operates on a fiduciary basis and employs a fundamental investment analysis approach, offering services through retainers, project fees, and hourly billing rather than asset-based fees.

Kip Paulson is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is the principal of Paulson Private Wealth LLC in Norwalk, CT, a firm he has led since 2024. His prior experience includes roles at UBS Financial Services, Merrill/Bank of America, and Cantor Fitzgerald & Co. Paulson Private Wealth LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing both passive and active investment strategies grounded in asset allocation and Modern Portfolio Theory. The firm emphasizes third-party manager selection and oversight as part of its investment process.

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.

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 with 21 years of industry experience. He is the sole advisor at SEVA Funds, LLC, where he has worked since 2024. Prior to that, he was self-employed for one year and spent eight years at UBS. SEVA Funds, LLC manages a single affiliated private investment fund using a multi-asset, primarily liquid and exchange-traded strategy that includes ETFs, futures, foreign exchange instruments, and cash equivalents. The firm employs a combination of systematic and quantitative methods alongside discretionary and risk-based portfolio construction techniques, focusing on risk budgeting, volatility targeting, and liquidity monitoring.

Karen Ho Smith is a financial advisor at KCCS Management Inc. in Weston, CT, holding a Series 65 designation with 18 years of industry experience. She has been with KCCS Management since 2016 and has a longer tenure at KMH Management Inc. dating back to 1983. KCCS Management provides discretionary investment management to a select group of clients, including high-net-worth individuals, trusts, corporations, and pension plans. The firm focuses on fundamental and technical research with a long-term investment approach, emphasizing small- and mid-cap opportunities alongside equities, fixed income, and select alternative investments.

Leeland Gray is the sole advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at First Allied Securities, Inc. since 2008 and has been with Green Pastures Wealth Management 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 manages assets using two proprietary model families—Defensive Growth, which employs active mutual fund allocations with market timing, and All Weather, which uses a strategic, index-based approach with long-term rebalancing.

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. He has worked at American Portfolios Financial Services Inc. for 12 years and is currently affiliated with OSAIC. Moberg is also the president of Sound Trust Wealth, Inc. Sound Trust Wealth Advisors is an independent firm serving a small client base, providing investment management, financial planning, and institutional consulting. The firm manages discretionary assets and offers portfolio strategies based on fundamental and cyclical analysis, including options in large-cap growth, international equities, and customized municipal bonds, with services executed through custodians such as Charles Schwab and Pershing.

Richard Stallone is a financial advisor with RAS Capital Services, Inc. in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Raymond James Financial Services since 2005 and has operated RAS Capital Services since 2009. RAS Capital Services provides portfolio management and investment supervisory services to individual and high-net-worth clients, focusing on customized Investment Policy Statements. The firm employs a combination of charting, fundamental, and technical analysis across long-term, short-term, and trading strategies, managing client accounts on a non-discretionary basis with active trading and a broad investment approach.

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.

Robert Shohet is a financial advisor at RLS Financial Group, Inc. with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes long-term roles at firms such as Great American Advisors, Inc., PMG Securities Corporation, and The Guardian Life Insurance Co. In addition to advisory work, he operates as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, retirement plans, businesses, and government entities. The firm employs both active and passive investment strategies, combining multiple analytical approaches and proprietary market indicators, and is noted for its pension and actuarial consulting expertise as well as its use of performance-based fee arrangements for qualifying clients.

Richard Reach is the principal of RLR Capital Management, Inc., an independent advisory firm based in New Canaan, CT. He holds Series 63 and Series 65 designations and has 22 years of industry experience. He has led RLR Capital Management since 1991. RLR Capital Management provides investment advisory and discretionary portfolio management services primarily for individual clients. The firm focuses on equity-oriented portfolios and asset allocation, employing futures and options for risk control and cost reduction, while maintaining a small client roster managed directly by the principal.

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.