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.

Antonia Clearwaters is a CFP® professional with 15 years of industry experience. She has been the sole advisor at Clarity Investments + Planning LLC since 2008. Clarity Investments + Planning LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation, diversification, and cost minimization, primarily using mutual funds, ETFs, and passive equity vehicles, and is notable for its client mix that includes both individual and corporate clients.

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.

Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.

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.

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. He holds the ChFC® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes long-term roles at Great American Advisors, PMG Securities Corporation, The Guardian Life Insurance Co, and his own consulting businesses. Shohet is also active as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group is an independent advisory firm serving individuals, trusts, business owners, and various institutional clients. The firm employs a combination of fundamental, technical, and behavioral analysis to manage portfolios actively and passively, and it is notable for its affiliated pension consulting practice and actuarial expertise supporting retirement plan design and administration.

Alan Nadel is a financial advisor at Flying Point Asset Management LLC with 15 years of experience. He holds the Series 65 designation and is based in Chappaqua, NY. Nadel has worked exclusively at Flying Point Asset Management since 2011. Flying Point Asset Management provides discretionary portfolio management and creates individualized Investment Policy Statements for clients, including individuals, high-net-worth individuals, and trusts. The firm manages approximately $55.7 million across 31 accounts, employing a combination of fundamental, technical, charting, and cyclical analysis alongside long- and short-term trading strategies.

Richard Reach is the sole advisor at RLR Capital Management, Inc., an independent firm based in New Canaan, CT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since founding RLR Capital Management in 1991, he has led the firm for over three decades. RLR Capital Management provides discretionary portfolio management focused on stocks, convertible securities, and corporate bonds for individual clients. The firm emphasizes asset allocation and security selection using valuation models and financial analysis, managing a small, concentrated client base with tailored portfolios.

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.

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

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.

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.

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.

Georg Wells is a CFP® and CFA® with six years of industry experience. He is currently the sole advisor at Growe Capital Advisors, LLC in New Canaan, CT. His prior experience includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and TP ICAP. Growe Capital Advisors provides financial planning, discretionary investment, and wealth management services, primarily serving high-net-worth families and family offices. The firm employs a goals-based, tax-aware approach using independent third-party managers and exchange-traded funds, with a focus on separately managed accounts and tactical strategies.

Melissa Adams is a CFP® with 29 years of experience in the financial industry. She is the principal advisor at Achieve Retirement & Wealth Management, LLC, an independent firm she joined in 2025. Her prior experience includes roles at Merit Financial Partners LLC and Prudential Annuities Distributors. Outside of her advisory work, she is a co-owner of a family rental property with her husband. Achieve Retirement & Wealth Management provides comprehensive portfolio management and financial planning services to individuals as well as institutional and business clients. The firm employs a diverse investment approach combining fundamental, technical, quantitative, cyclical, and qualitative analysis, and serves a range of clients including pension plans, corporations, and charitable organizations.

Jack Forehand is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Validea Capital Management LLC since 2004 and is also involved with Validea.com as a consultant focused on business development, education, and product development. Validea Capital Management serves individual investors, high-net-worth clients, trusts, and corporate entities by providing discretionary portfolio management through separately managed accounts and a digital automated advisory. The firm uses systematic, quantitative stock-selection models based on published investment strategies and offers a range of actively managed equity strategies, ETF model portfolios, direct indexing, and automated allocation services.