William Pasnau is the principal of PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led Pasnau Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary investment management and advisory services to individual and high net worth clients, managing approximately $114 million across about 203 accounts. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, emphasizing asset allocation and buy-and-hold strategies to manage risk.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Richard Purkiss Jr. is a CFP® with 23 years of industry experience, currently serving at Purkiss Capital Advisors, LLC, where he has worked since 2001. He is the board chair and investment committee member at Wooster School, overseeing its endowment investments at Vanguard. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm uses a fundamental analysis framework to build tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Alps Distributors, Farther Finance Advisors, Candlewood Consulting Partners, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs individualized strategies based on client input and utilizes fundamental and technical analysis, offering a range of investment options including ETFs, mutual funds, and direct indexing.

Michael Perri is a financial advisor at Thrive Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, LPL Financial, Fidelity Investments, TD Ameritrade, and Merrill. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placements. The firm employs diversified model portfolios using ETFs, individual securities, and third-party managers, with regular reviews and rebalancing as part of its investment process.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds Series 66 and Series 65 credentials and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian organizations and foundations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm combines a macroeconomic investment approach with research-driven security selection and offers a broad family-office style service set alongside investment management.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.

John Flavin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Rydex Distributors, and Security Investors, LLC. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets, offering financial planning, asset management, and consulting through proprietary strategies and third-party managers.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.

Thomas Snayd is a CFP® with 24 years of industry experience, currently serving at Purkiss Capital Advisors, LLC since 2017. He previously worked at Commonfund Asset Management Co., Inc. for 12 years. Snayd serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and household entities. The firm uses fundamental analysis to construct tailored portfolios emphasizing absolute returns within client risk tolerances and monitors accounts regularly, employing mutual funds, ETFs, individual securities, and limited options strategies.

Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.

Frank Brill is a financial advisor with Kovack Advisors, Inc. in Danbury, CT, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Kovack Advisors and Kovack Securities in 2021. Outside of his advisory role, he serves as a fiduciary for family trusts and estates. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while offering both discretionary and non-discretionary management along with third-party asset manager recommendations and financial planning services.

Thomas Castrovinci is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Knights of Columbus chapter in Mahopac, NY, and is a notary public. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, institutions, and various entities. The firm supports a network of 169 advisors across 154 offices, delivering tailored portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.

Shane Edmond is a CFA® charterholder and a registered investment advisor with Bolton Securities Corporation, bringing seven years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2018 and 2019 respectively, and also provides business development for STRAD Software, a professional practice software company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized portfolio management through a network of independent advisers, employing a primarily long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income.

Michael Bird is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kovack Advisors since 2024. His prior experience includes roles at Arete Wealth Advisors and American Portfolios Financial Services. Outside of advisory work, he is involved with Bird Asset Management and serves as a consultant for NexTrip, Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure using mutual funds and ETFs, with additional options tailored to client objectives, and provides financial planning and third-party manager recommendations.