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.

Luke Albright is the sole advisor at Oak Grove Management LLC, an independent firm based in Greenwich, CT. He holds a Series 65 designation and has 12 years of industry experience. Albright has managed Oak Grove since its founding in 2013. Oak Grove Management LLC provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and select institutional clients. The firm employs a variety of analytical methods and manages accounts on a discretionary basis, using performance-based fees for qualified clients and maintaining direct control over portfolio management without outsourcing.

Lynn Verrilli is the principal at Affinity Financial Solutions, LLC, an independent advisory firm, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fairport Capital, Inc. and operated her own college preparation business, Advanced College Funding Solutions, LLC, which provides ACT/SAT prep, scholarship and grant services, college search, and career counseling. Affinity Financial Solutions, LLC offers investment advisory and planning services to individuals, families, trusts, charitable organizations, and 401(k) plans. The firm employs both fundamental and technical analysis, with a portfolio approach that prominently uses ProFunds sector mutual funds, and considers clients’ overall financial profiles.

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.

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 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.

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.

Danyal Ozizmir is the sole advisor at Little Point Capital, LLC, an independent firm based in Riverside, CT. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all of which has been with Little Point Capital since 2010. Little Point Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on a small, concentrated client base. The firm’s investment approach emphasizes market and technical analysis combined with credit-level research to assess specific credits and portfolio composition.

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.

Albert Sebastian is a CFA charterholder and principal of Prospect Advisors, LLC in Stamford, CT, with 16 years of industry experience. He has worked at Prospect Advisors 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 diverse set of investment strategies, offering both individualized client services and investment research to other registered investment advisers and hedge fund managers.