Anthea Perkinson is a CFP® with five years of experience in the financial advisory industry. She is the sole advisor at Monterey Associates Financial Planning & Education and has previously worked at Blueprint Financial Planning LLC and Equitable Distributors, Inc. Perkinson’s practice includes ongoing involvement in nonprofit financial literacy efforts. Monterey Associates Financial Planning & Education provides personalized, fiduciary financial planning and education to individuals, couples, nonprofits, and small business owners. The firm emphasizes low-cost, passive investment strategies and offers fee-only services without portfolio management or custody of client assets.

William Rand is the sole advisor at Cloud Peak Advisors, holding a Series 65 designation with five years of experience in the financial industry. He has over 25 years of experience as the principal and owner of the Law Office of William Coudert Rand, providing legal services. Cloud Peak Advisors is a New York-registered independent advisory firm specializing in portfolio management predominantly for trusts and investment company clients. The firm operates as a single-advisor practice and serves a very small client base, focusing on discretionary investment management combined with legal and trust-administration services.

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.

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 at Securities Industry Management Corp. with 29 years of industry experience. He holds a Series 63 designation and has been with the firm since 1981. Outside of his advisory role, he also acts as a consultant for Securities Industry Management Corp. Securities Industry Management Corp. provides discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, estates, businesses, charitable organizations, and qualified plans. The firm uses a proprietary strategic asset allocation methodology and a variety of analytical approaches to construct and manage diversified portfolios on a discretionary basis.

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 principal of Kane Asset Management, LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has seven years of experience at EWM Global LLC and four years at Bridgewater Associates. Kane Asset Management, LLC provides discretionary investment management to individuals and high-net-worth families, offering customized portfolios that combine fundamental and technical analysis with a focus on asset allocation. The firm emphasizes long-term holdings while allowing short-term trading for rebalancing or opportunistic purposes.

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.

I educate and empower domestic and international families for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

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.

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.

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.