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.

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.

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.

Phillip McClain is the principal of McClain Value Management, LLC in New Canaan, CT, and holds the CFA® designation with 25 years of industry experience. He has led McClain Value Management since its founding in 2001. McClain Value Management provides discretionary portfolio management to high-net-worth individuals, institutional, and charitable clients. The firm emphasizes a concentrated, out-of-favor value investment approach based on bottom-up fundamental analysis and formal price targets, managing accounts with client-specific considerations across its primary strategies.

Julian Cash is a CFA® charterholder with seven years of industry experience. He has been with Savrin LLC since 2017, following two years at Troubh Partners, LP. Savrin is an independent firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and other entities. The firm manages accounts on a discretionary basis and employs active allocation and periodic rebalancing, utilizing fundamental, technical, and economic analysis, including the use of derivatives and performance-based fee arrangements for qualified clients.

Ira Koyner is a financial advisor at Triathlon Partners LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Societe Generale and Morgan Stanley. He also holds roles related to insurance products, including commissions from selling life, health, disability, and long-term care insurance. Triathlon Partners LLC provides portfolio management, a proprietary rules-based All-Terrain managed strategy, financial planning, and business consulting to individuals, high-net-worth clients, and businesses. The firm uses a combination of discretionary and non-discretionary management approaches and integrates insurance products alongside investment solutions.

Robert Sand is a financial advisor with Vision Wealth Advisory in Orange, CT, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Fortis Group Advisors. Outside of advisory work, he serves as an adjunct professor at Merrimack College and Johnson & Wales University. Vision Wealth Advisory provides investment management, ERISA retirement-plan services, and consulting to institutions, charitable organizations, trusts, and individual clients. The firm emphasizes strategic asset allocation, ongoing portfolio monitoring, and the use of third-party managers, offering both discretionary and non-discretionary account supervision.

Thatcher Martin is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He is the sole advisor at Spree Capital Advisers and previously worked at Wolf Hill Capital Management, Bishop Rock Capital, and as a consultant. Spree Capital Advisers is a single-advisor independent firm serving high-net-worth individuals with discretionary portfolio management. The firm emphasizes fundamental analysis, primarily recommending equities alongside fixed income, ETFs, and international securities, and offers both traditional and performance-based fee arrangements.

Gilbert Donovan III is a financial advisor at GCD Financial Planning and Advisory Services with three years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Corporation from 2015 to 2018. He has been with GCD Financial Planning and Advisory Services since 2018. GCD Financial Planning and Advisory Services offers customized, fee-only financial planning and advisory services to a diverse client base, including individuals, trusts, estates, small businesses, and charitable organizations. The firm operates under a fiduciary standard without managing client assets or exercising discretionary trading authority, focusing on asset allocation and diversified, fund-based strategies with fixed, retainer, or hourly fees.

Robert Gutman is the sole advisor at Hunjo LLC in Westport, CT, holding a Series 65 credential with seven years of industry experience. He previously worked for ten years at Blank Check Capital Management, LLC before founding Hunjo in 2017. Since 2023, he has also served as managing member of Stillwater One, LLC, a private fund manager for one client. Hunjo provides discretionary portfolio management primarily for high-net-worth individuals, focusing on publicly traded Special Purpose Acquisition Companies (SPACs) and other equities. The firm delivers ongoing investment management with customized Investment Policy Statements and conducts monthly portfolio reviews to align with client objectives.

Nicholas Susko is a CFA® charterholder and the sole advisor at Wavelet Capital, with a total of 10 years of industry experience. His prior roles include positions at Verition Fund Management, Balyasny Asset Management, and Scopus Asset Management. Wavelet Capital is a state-registered investment adviser that provides discretionary investment management and non-discretionary consulting to qualified investors such as high-net-worth individuals, trusts, and institutions. The firm employs a long/short equity strategy focused on U.S. equities and related derivatives, utilizing bottom-up fundamental research, proprietary earnings models, and a high idea-velocity process to identify investment opportunities.

Robert Leahy is a CFP® and ChFC® with 30 years of industry experience. He has been with MFC Portfolios, Inc. since 2009. MFC Portfolios, Inc. provides wealth management and comprehensive retirement and financial planning services to high-net-worth and individual clients, managing portfolios primarily using ETFs, stocks, bonds, and government securities. The firm employs a diversified asset allocation framework that combines passive core exposure with tactical overlay strategies focused on long-term risk management.

Frederick Bitsky is a CFP® with 35 years of industry experience and is the sole advisor at WealthGuard LLC, where he has worked since 2003. He also maintains a longstanding association with Linsco/Private Ledger Corp. since 1994. WealthGuard LLC provides fee-only financial planning and consulting to high-net-worth individuals, families, businesses, trusts, and foundations with complex financial needs. The firm delivers comprehensive written Action Plans and implementation advice on an hourly or fixed-fee basis, focusing on long-term planning, tax-aware decision making, and a “Buy and Be Vigilant” investment philosophy without managing assets directly.

Patrick Fremont is a financial advisor with Fremont Wealth Management, LP, holding a Series 65 designation and 29 years of industry experience. He has worked at Schwartz & Hofflich Capital Management, L.P. since 1995. Fremont Wealth Management, LP provides discretionary portfolio management and investment advice for individual, retirement, business, foundation, trust, and estate accounts. The firm employs a value-oriented “growth at a reasonable price” strategy that incorporates bottom-up fundamental analysis and macro thematic considerations, with an emphasis on dividend-paying stocks and international opportunities.

Maximilian Montagnino is a financial advisor at Summer Family Advisors LLC with a Series 65 designation and over eight years of experience in related fields. He has held roles at Summer Associates Inc., where he currently serves as President and CEO, performing tax return preparation and business consulting services, as well as prior positions at Hymes & Associates and SUNY Maritime College. Summer Family Advisors LLC provides comprehensive financial planning and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates on a fee-only basis without managing client assets directly, combining asset allocation, fund due diligence, and analytical techniques to deliver long-term investment recommendations and retirement plan advisory services.