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.

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.

John Evans is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Hudson Capital Management Inc. He has worked at Leigh Baldwin & Co., LLC since 2016. Outside of advising, he works seasonally as a tax preparer and provides financial planning services including Medicare planning, long-term care, 401(k) plans, and life insurance. Hudson Capital Management Inc. is an independent registered investment adviser serving individual clients, small businesses, charitable organizations, and retirement plans. The firm offers fee-based financial planning, portfolio management, and qualified plan consulting, primarily managing client accounts on a non-discretionary basis.

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.

William Donaldson is a CFP® with 22 years of industry experience. He is the principal of Donaldson Financial Wellness Network, LLC, where he has worked since 2013. His prior experience includes roles at Vista Investment Advisors LLC and Conscious Capital Wealth Management LLC. In addition to his advisory work, Donaldson provides divorce financial planning and mediation services, assisting individuals and couples with financial settlements and tax planning related to divorce. 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 utilizes third-party asset managers, providing ERISA fiduciary support, vendor selection assistance, and participant education as part of its services.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

Vincent Dagnese is a financial advisor at Westchester Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mass Mutual Investors Services, LPL Financial, and Principal Securities. Westchester Wealth Management serves individual investors, pension and profit-sharing plans, and corporations. The firm employs a proprietary multi-bucket Model Portfolio Series focused on capital preservation and risk management, utilizing ETFs, mutual funds, and annuities, and also offers manager-of-managers programs, comprehensive financial planning, pension consulting, and public educational seminars.

Terence Kaufmann is the sole advisor at Rockhouse Capital, LLC, an independent firm based in Stamford, CT. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. Kaufmann has worked at Rockhouse Capital since 2008. Rockhouse Capital provides individualized investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term, fundamental analysis approach, using a combination of active and index funds to build customized portfolios managed on a discretionary basis.

Paul Padovani is the sole advisor at Padovani Asset Management in Somers, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He also owns MGPC Agency, a licensed insurance agency, and works as a mortgage loan officer at Warshaw Capital. Padovani has held roles at MetLife Securities Inc. since 2012 and has been involved with both MGPC Agency and Warshaw Capital since 2018 and 2014, respectively. Padovani Asset Management is a registered investment adviser providing discretionary portfolio management and written financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs an individualized investment process utilizing fundamental, technical, cyclical, and charting analysis, offering a broad range of security types and continuous account monitoring with formal annual reviews.

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.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

William Knox is the sole advisor at Knox Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kahn Brothers Advisors LLC and Kahn Brothers & Co. Inc. from 1996 through 2022. Knox Capital provides discretionary investment management services primarily to individual clients, focusing on value-oriented strategies that combine quantitative and qualitative analysis. The firm emphasizes long-term investment horizons, management quality, and tailors portfolios to clients’ risk tolerances and financial goals.

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.

Michael Pappas is the sole advisor at Michael Pappas Advisor LLC in Bedford, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has operated his independent advisory firm since 2014. Michael Pappas Advisor LLC provides portfolio management services to individual and high-net-worth clients, advising on mutual funds, fixed income, equities, ETFs, and Treasury Inflation-Protected securities. The firm uses a combination of econometric and quantitative analysis with fundamental, technical, and cyclical methods, emphasizing large- and mid-cap value exposures and including options trading strategies.

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.

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.