Jean Francis Lopez De Valdivia is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Fleurus Investment Advisory, LLC since 2014. Fleurus Investment Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes discretionary account management under a fiduciary standard, using index mutual funds and ETFs within a long-term trading framework that incorporates charting, fundamental and quantitative analysis, and modern portfolio theory.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Sumit Kumar is a financial advisor at Stone Lake Wealth Management, LLC with 20 years of industry experience. He holds his Series 63 and Series 65 designations and has been with Stone Lake Wealth since 2016. Stone Lake Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on client interviews, asset allocation, and periodic reviews, utilizing both fundamental and quantitative analysis to build portfolios that may include stocks, bonds, ETFs, mutual funds, and, when appropriate, leveraged and derivatives strategies.

Pasquale Sacchetta is a CFP® with 28 years of industry experience, currently serving as the sole advisor at CFIG Investment Advisory Services, LLC. He has been affiliated with Continental Five Investment Group, LLC and CFIG Wealth Management, LLC since 2008 and has served as president of Continental Five Insurance Group, Inc. since 1991. His outside activities include leading an insurance firm that offers life insurance, annuities, disability, and health insurance products. CFIG Investment Advisory Services provides fee-based investment advisory, financial planning, and pension consulting for a range of clients including individuals, businesses, and charitable organizations. The firm uses a tactical allocation approach with various analytical methods to manage diversified portfolios and is notable for its integration with an affiliated insurance agency and its pension consulting services.

Charles Doran is a financial advisor at Prometheus Investment Advisors LLC in Greenwich, CT, with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Questar Asset Management and Questar Capital Corporation since 2015. Doran has been with Prometheus Investment Advisors since 2018. Prometheus Investment Advisors LLC is a small independent registered investment adviser serving individuals and high-net-worth clients. The firm manages discretionary portfolios using modern portfolio theory and quantitative analysis, combining model allocations with tailored recommendations while typically operating under discretionary authority.

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.

Robert Chambers is a financial advisor at 80 Rods Advisors LLC in Larchmont, NY, holding a Series 65 designation with six years of industry experience. He previously worked at BNY Mellon from 2015 to 2022 before founding his current independent advisory firm. 80 Rods Advisors is a single-advisor firm offering comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a long-term, passive investment strategy based on Modern Portfolio Theory and provides tailored financial planning alongside regular portfolio reviews and rebalancing.

Lawrence Doyle is a financial advisor at Dia LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JP Morgan Securities Inc since 2001. Doyle previously maintained a website and blog focused on markets and the economy and is involved in investigative projects through a separate business, FBH LLC. His firm, DM Income Advisors, LLC, introduces accredited and high-net-worth investors to third-party asset managers specializing in tax-exempt bonds and equity selections. The firm emphasizes client solicitation and relationship management rather than direct portfolio management.

Kyle Pezzi is a financial advisor at Pezzi Private Capital with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Lazard Asset Management LLC and Kingtree & Warwick LLC. He is also involved with several business ventures, including Halluminate Inc, Mercor Inc, L&K Warranty Holdings LLC, and Pezzi Private Capital LLC. Pezzi Private Capital provides investment advisory services to individuals, high-net-worth clients, and business entities, offering portfolio management and financial planning. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, primarily recommending equities and ETFs while also using fixed income, real estate funds, and private placements. It distinguishes itself by offering both fixed and hourly planning fees and managing both individual and business accounts.

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.