Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

Lawrence Doyle is a financial advisor at Dia LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JP Morgan Securities Inc since 2001. Doyle previously maintained a market and economy commentary website, Sense on Cents, and he co-owns FBH LLC, a business involved in investigative projects on various domestic and international issues. DM Income Advisors, LLC, with which Doyle is associated, acts as a solicitor introducing accredited and high-net-worth investors to third-party asset managers. The firm focuses on client solicitation and relationship management, emphasizing tax-exempt municipal bonds and equity portfolios, and is compensated by the asset managers rather than charging clients direct advisory fees.

Kyle Pezzi is the principal advisor at Pezzi Private Capital in Westport, CT, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Lazard Asset Management and Kingtree & Warwick. Outside of Pezzi Private Capital, he is involved with firms such as Halluminate Inc and L&K Warranty Holdings. Pezzi Private Capital provides investment advisory services to individuals, high-net-worth clients, and business entities, offering portfolio management and standalone financial planning. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, primarily recommending equities and ETFs, and uses both fixed-fee and hourly arrangements for financial planning services.

Sergio Pedreiro is a financial advisor with Longavista Advisors, LLC, holding a Series 65 credential and four years of industry experience. Before founding Longavista Advisors in 2021, he worked at Revlon Inc, Estre Ambiental SA, and BTG Pactual. Longavista Advisors provides discretionary and non-discretionary investment advisory services to ultra-high-net-worth individuals and family offices. The firm employs a strategic, activist-style value investment approach focused on long-term capital appreciation in both public and private equity and debt investments.

Frank Welch is the sole advisor at Quarve Associates, LLC, an independent firm based in Stamford, CT. He holds a Series 65 designation and has 28 years of industry experience, having led Quarve Associates since 1993. In addition to his advisory work, he operates an affiliated accounting and tax advisory practice and is licensed as a mortgage loan originator in Connecticut. Quarve Associates provides discretionary investment supervisory services and financial planning to a small client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages tailored portfolios using a variety of instruments and combines fundamental, technical, and cyclical analysis with comprehensive financial planning.

Kenneth Von Kohorn is the sole advisor at Von Kohorn Research & Advisory, Inc. He holds a Series 65 designation and has 27 years of industry experience. He has managed his firm since 1976. Outside of his advisory role, he serves as Board Chairman and Treasurer of the Family Institute of Connecticut, a public policy nonprofit, and as President of the Highmeadow Homeowners Association in Norwalk, CT. Von Kohorn Research & Advisory, Inc. provides discretionary, individually managed portfolio services to individual and high-net-worth clients, tailoring strategies to each accountholder’s objectives and restrictions. The firm employs a broad range of instruments and combines fundamental, technical, and cyclical analysis in its investment approach, frequently utilizing leverage, short positions, hedging, and derivatives.

Alexander Teicher is a financial advisor at Revelations Asset Management LLC with 4 years of industry experience. He holds a Series 65 designation and has worked at Revelations Partners, LP and Roundabout Asset Management LLC. He is also the Managing Partner for his family's investment office. Revelations Asset Management LLC provides discretionary portfolio management to high-net-worth individuals and corporate entities, focusing on equities, ETFs, and non-U.S. securities. The firm uses fundamental analysis and a variety of trading strategies under discretionary authority, with a small client base and performance-based compensation.

Richard Parower is a CFA charterholder and principal of Compo Advisors, LLC in New Canaan, CT, with eight years of industry experience. Prior to founding Compo Advisors in 2018, he worked at Voya Investment Management from 2014 to 2018. Compo Advisors provides discretionary investment management and financial planning services to individual investors, high-net-worth clients, trusts, and estates. The firm employs a retirement-focused, long-term investment approach centered on low-cost index funds, ETFs, and mutual funds, utilizing fundamental and technical analysis to guide asset allocation decisions.

John Cooper is a financial advisor at Stuyvesant Capital Management Corporation with 28 years of industry experience. He has been with the firm since 1978. Stuyvesant Capital Management Corporation provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, managing equity and balanced portfolios for high-net-worth and other individual clients. The firm employs a combination of fundamental stock selection and macro and technical inputs, and also offers a licensed trend-following tactical allocation program using ETFs.

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.

Makenna Flagg is a CERTIFIED FINANCIAL PLANNER™ professional with over 43 years of industry experience. She has been managing Makenna & Company, Inc., an independent advisory firm based in Darien, CT, since 2004 and has also worked at Hynes, Himmelreich, Glennon & Company since 2000. Makenna & Company, Inc. provides discretionary investment management, written financial planning, and manager search services to individuals, families, trusts, estates, and family retirement plans. The firm creates client-specific investment policies and implements portfolios using a combination of no-load and load-waived mutual funds, ETFs, and separately managed accounts with both active and passive strategies.

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.

Jonathan Wiley is a financial advisor with Wiley Capital Partners in Greenwich, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services, applying various analytical methods and operating under ERISA/IRC fiduciary standards for retirement plans.

Benjamin Lubin is a financial advisor at Securities Industry Management Corp. with 29 years of industry experience. He holds a Series 63 designation and has been with the firm since 1981. Outside of his advisory role, he also acts as a consultant for Securities Industry Management Corp. Securities Industry Management Corp. provides discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, estates, businesses, charitable organizations, and qualified plans. The firm uses a proprietary strategic asset allocation methodology and a variety of analytical approaches to construct and manage diversified portfolios on a discretionary basis.

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 18 years of industry experience. He is the principal of Paulson Private Wealth LLC in Norwalk, CT, and has previously worked at UBS Financial Services, Merrill/Bank of America, and Cantor Fitzgerald & Co. Paulson Private Wealth LLC is an independent, fee-only registered investment adviser serving individuals and high-net-worth clients. The firm’s approach combines passive and active strategies with an emphasis on asset allocation and modern portfolio theory, using third-party managers and Schwab’s institutional platform to implement customized portfolios.

Nathaniel Kane is the principal of Kane Asset Management, LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has seven years of experience at EWM Global LLC and four years at Bridgewater Associates. Kane Asset Management, LLC provides discretionary investment management to individuals and high-net-worth families, offering customized portfolios that combine fundamental and technical analysis with a focus on asset allocation. The firm emphasizes long-term holdings while allowing short-term trading for rebalancing or opportunistic purposes.

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.