Lynn Verrilli is a financial advisor at Affinity Financial Solutions, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fairport Capital, Inc. and Affinity Financial Solutions since 2009. In addition to her advisory role, she operates a separate business, Advanced College Funding Solutions, LLC, which provides college preparation services including ACT/SAT prep, scholarship and grant assistance, college search, and career counseling. Affinity Financial Solutions offers advisory and financial counseling services to individuals, families, trusts, closely held businesses, 401(k) plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to select mutual funds, primarily within specific fund families, and generally manages allocations with discretionary authority.

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.

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.

Craig Cloud is a financial advisor with Apogee Tactical in Stamford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with Apogee Trading, LLC since 2014. Apogee Trading, LLC provides portfolio management services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside active trading strategies across a broad range of asset classes.

William Parry is a financial advisor at Wolfhound Wealth LLC in Westport, CT. He holds a Series 65 designation and has over a decade of industry experience, including 11 years at Kynikos Associates before founding Wolfhound Wealth in 2024. Prior to that, he was self-employed for two years. Wolfhound Wealth provides portfolio management and investment advisory services primarily to high-net-worth individuals. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and other analyses, and utilizes a variety of trading strategies and asset classes while acting as a fiduciary and offering tailored portfolio management.

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.

Arthur Norton is the managing director of Araglan Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Private Client Services, LLC and Business and Financial Services Incorporated. Norton has served as an elected member of the Board of Estimate and Taxation in Greenwich, CT, where he holds leadership positions on the Audit and Investment Advisory Committees. Araglan Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and trusts. The firm employs fundamental analysis combined with long-term, short-term, and trading strategies, including the use of options, margin borrowing, and short sales in separately managed accounts.

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.

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.

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.

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.

William Donaldson is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Donaldson Financial Wellness Network, LLC. He previously worked at Conscious Capital Wealth Management from 2015 to 2017. Outside of investment advisory, he provides divorce financial planning and mediation services, assisting clients with financial settlements and tax planning. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and works with third-party strategists to implement and monitor investment strategies rather than managing portfolios directly.

Albert Sebastian is a CFA® charterholder with 15 years of industry experience. He has been the principal advisor at Prospect Advisors, LLC since 2008. Prospect Advisors provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental analysis with a range of strategies, including equities, derivatives, and alternative investments, and also offers investment research and model-portfolio services to other registered investment advisers and hedge fund managers.

Vincent Dagnese is a financial advisor at Westchester Wealth Management with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Securities, PRUCO Securities, and Mass Mutual Investors Services. Westchester Wealth Management serves individual investors, pension and profit-sharing plans, and corporations, offering discretionary model portfolio management, Manager-of-Managers programs, comprehensive financial planning, pension consulting, and insurance brokerage services. The firm’s investment approach emphasizes capital preservation and proactive risk management through a proprietary multi-bucket Model Portfolio Series primarily using ETFs and mutual funds, aligned with clients’ investment policies and tax considerations.

Cesar Cortes is a financial advisor at SUMUS Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Financial Planning Services, LPL Enterprise, and Western International Securities. He also operates Cortes Benefits Consulting, LLC, an independent business consulting venture. SUMUS Financial LLC provides investment advisory and wealth management services to individuals, high net worth clients, and businesses. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers flexible fee arrangements including hourly and fixed fees for financial planning.