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 with Securities Industry Management Corp. in Greenwich, CT, holding a Series 63 designation and over 30 years of industry experience. He has been with Securities Industry Management Corp. since 1981. Securities Industry Management Corp. provides discretionary portfolio management for a small group of primarily middle-class retail clients, focusing on equity and fixed-income holdings. The firm employs a balanced, income-oriented strategy emphasizing current yield and modest capital appreciation, with an investment approach that avoids high-yield or distressed credits and limits turnover to reduce costs.

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 sole advisor at Kane Asset Management, LLC in Stamford, CT. He holds Series 65 and Series 63 designations and has seven years of industry experience, including roles at EWM Global LLC and Bridgewater Associates. Kane Asset Management, LLC provides discretionary investment management to individuals, high-net-worth individuals, and families, offering customized portfolios that combine fundamental and technical analysis with an emphasis on asset allocation and long-term purchases.

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.

Tamara Cronin is a financial advisor at Beacon Capital, LLC with 23 years of industry experience. She has been with Beacon Capital since 2002. Outside of her advisory role, she serves as Volunteer Treasurer and a member of the Board of Directors for Norwalk Congregate Homes for the Elderly, a nonprofit providing housing for low-income seniors. Beacon Capital provides investment management for individuals, retirement and education plans, trusts, estates, and not-for-profit organizations, primarily serving high- and medium-high-net-worth families and local charitable entities. The firm employs a long-term, risk-conscious asset-allocation approach and customizes portfolios to clients’ specific needs, including tax, estate, and retirement planning, with a focus on managing charitable accounts and estate-related matters.

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.

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. His prior roles include positions at UBS Financial Services and American Portfolios Financial Services. He operates an independent advisory practice in Norwalk, CT. Sound Trust Wealth Advisors provides investment advisory and financial planning services primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as institutional clients. The firm employs a range of investment strategies based on fundamental and cyclical analysis, offering discretionary and non-discretionary portfolio management through both direct and third-party managers.

Louise Bryant is a CFP® professional with 23 years at Financial Spyglass and 10 years of industry experience. She operates as a sole advisor at Financial Spyglass in Rye, NY. Financial Spyglass serves individual and high-net-worth clients by providing comprehensive financial planning and investment advisory services, utilizing a passive portfolio construction approach with third-party money managers. The firm maintains non-discretionary relationships, emphasizes written financial plans, and offers educational seminars alongside personalized planning.

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.

Vinay Munikoti is the sole advisor at System Research, LLC in White Plains, NY, with 14 years of industry experience. He holds a Series 65 designation and has led System Research since 2008. Outside of his advisory role, Munikoti is the CEO of Returnstream LLC, an online newsletter publisher providing trading signals for stocks, mutual funds, and ETFs, as well as Global Dynamic Systems LLC, which sells artwork. System Research provides discretionary portfolio management to individuals and high-net-worth clients, using systematic, research-driven computer models to generate short- to intermediate-term forecasts and implement trades across multiple asset classes. The firm’s explicit market-timing approach and its combination of quantitative program development and diverse strategies, including digital assets, distinguish it within the independent advisory space.

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.