Gretchen Brunner is a CFP® with 20 years of industry experience, currently affiliated with Compass. She has held roles at M & G Brunner LLC since 2019 and Comprehensive Planning Associates, Ltd. since 2004. In addition to her advisory work, she serves as an enrolled agent managing tax preparation and office operations. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and offers ongoing consulting along with educational seminars and workshops.

John Nevin is a financial advisor at Ayrshire Capital Management LLC in Westport, CT, holding a Series 65 designation with 15 years of industry experience. He has been with Ayrshire Capital Management since 2011. Ayrshire Capital Management provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans through separately managed accounts. The firm’s investment approach combines fundamental analysis with technical indicators and business cyclicality, offering tailored portfolios managed on a discretionary basis with regular reviews and reporting.

Alexander Pettee is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the founder and president of Hoya Capital Real Estate, LLC and has been involved with the firm since 2015. He also leads Pettee Investors, Inc., where he has worked since 2018. Hoya Capital Real Estate, LLC is an SEC-registered investment adviser specializing in portfolio management for ETFs and individually managed accounts, serving both retail and institutional clients. The firm focuses on publicly traded U.S. commercial and residential real estate companies and employs rule-based index construction and in-house research in its investment approach.

Henry Middlezong is a Series 65 licensed advisor at AMFA LLC with one year of industry experience. He has worked at AMFA Capital since 2024 and concurrently serves as a Senior Consultant at Dougherty Business Solutions, providing software engineering and programming services unrelated to investment advisory. Prior to these roles, he spent eight years at MIG Group. AMFA LLC offers discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a data-driven, quantitative investment process that includes portfolio management across various asset classes and actively trades derivatives and digital assets.

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.

Panfilo Guglielmi Jr. is a CFP® professional with 26 years of industry experience, currently serving at Advanced Capital Advisors, LLC since 2000. He is also the owner of a CPA and tax preparation firm, where he dedicates a minority of his time. Prior to and alongside his advisory role, he has over 15 years of experience as a CPA. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pensions, and corporate clients. The firm integrates investment advisory services with an affiliated CPA practice, employing a strategic-tactical, core-and-satellite investment approach that combines passive index/ETF cores with active management and global diversification.

David Winer is a financial advisor at Calm River Capital LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Access Wealth Management and Silver Pine Capital, LLC. Outside of his advisory role, he serves as adjunct faculty at Boston University’s Questrom School of Business. Calm River Capital provides discretionary portfolio management, consulting, and subadvisory services to individual and high-net-worth clients, focusing on equities and ETFs implemented primarily through a covered-call option strategy. The firm tailors portfolios to clients’ goals, risk tolerance, and time horizon, employing a variety of analytic methods and trading strategies.

Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, also maintaining a long-term affiliation with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business providing agent services. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates through discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm focuses on customized, client-specific strategies using a combination of fundamental, technical, and cyclical analysis, and offers ongoing investment supervision as a fiduciary.

As the Founder of Brennan Capital Management, I bring over 20+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Terrence Purcell is a financial advisor at Longwall Family Office with Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Purcell Capital Management LLC and Permal Group. Longwall Investment Partners, LLC provides customized portfolio management for individuals, high net worth clients, trusts, estates, and retirement plans using a primarily long-term investment approach that combines fundamental and technical analysis. The firm manages a concentrated client base with a focus on discretionary and non-discretionary services and supports pooled investment vehicles, including a Cayman Islands private fund.

Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.

Yingying Tan is a financial advisor at AMFA LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a tailored, data-driven investment process with quantitative strategies based on statistical modeling, including momentum, statistical-arbitrage, and mean-reversion approaches, and is notable for its active trading in derivatives and digital assets.

Frederick Docous is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors LLC. Synthesis Capital Group provides discretionary investment management to individual and business clients, focusing on U.S. equities, ETFs, and listed equity options. The firm uses systematic and quantitative methods to tailor portfolios through a variety of strategies, including long-short and options trading.

Thomas Blake is a CFP® with 10 years of experience in financial advising. He is currently with B Side Partners, LLC and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Blake also worked independently and with Disruptive Technology Advisers before joining his current firm. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes. The firm provides comprehensive family office consulting and investment management, including estate planning, philanthropy support, and legal and contract services, while tailoring investment strategies to client goals and using a combination of analytical approaches.

Peter Joers III is a financial advisor at Avos Capital Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm constructs diversified portfolios primarily using publicly traded securities and exchange-traded funds, supplemented by actively traded components to enhance risk-adjusted returns, and manages specialized strategies including a private fund and an exchange-traded fund.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Patrick Clark is a financial advisor with Charter Research & Investment Group Inc, holding a Series 65 designation and over 30 years of industry experience. He has worked at Charter Research & Investment Group since 1993. Charter Research & Investment Group Inc is a fee-only registered investment adviser serving primarily high-net-worth individuals and families with investable assets around $750,000 or more. The firm employs a bottom-up equity process emphasizing asset allocation, diversification, and active fixed-income positioning, and uses derivatives in separately managed accounts for risk management and tactical purposes.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Timothy Ozanne is a financial advisor with Firethorn Capital, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Firethorn Capital since 2003 and previously worked at Firethorn Capital Management, LLC from 2005 to 2022. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, research-intensive value approach and manages both separately managed accounts and a private pooled investment vehicle for accredited investors.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.