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.

Kathryn Hanlon is a CFP® with a Series 65 license currently associated with Kekoa Capital. She has a diverse background including roles at Westfield Capital Management, McGuigan Financial, and Highfields Capital Management. Hanlon has been working in the financial industry since 2023. Kekoa Capital serves individuals and families, including high-net-worth clients, by providing tiered, flat-fee comprehensive financial planning and consulting without managing client investment accounts. The firm’s approach is goals-based and tailored to each client’s situation, generally favoring long-term, diversified, low-cost mutual funds and ETFs.

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.

Evan Bullington is the principal of Bullington Advisors Inc. and holds a Series 65 credential with three years of industry experience. He has worked at Bullington Advisors since 2022 and serves as Director of Entrepreneur Selection at Endeavor Global, a non-profit organization supporting entrepreneurs. Prior to this, he was employed at Charles Tucker Goods from 2015 to 2020. Bullington Advisors Inc. is a single-principal investment management firm focused on managing pooled vehicles and institutional-style mandates. The firm uses fundamental analysis across a broad range of instruments and typically provides discretionary portfolio management.

Paul Williams is a financial advisor at Paul M Williams LLC with four years of industry experience. He holds a Series 65 designation and also maintains a full-time career as a general practice dentist. Paul M. Williams LLC offers fee-only financial planning and investment advisory services to individuals and families without income or asset minimums. The firm emphasizes a long-term, passive investment approach using diversified low-cost index funds and ETFs, providing advisory guidance while clients retain control over their accounts.

James Lott is the sole advisor at Cropsey Asset Management, LLC, an independent firm based in Ridgefield, CT. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Lott has been with Cropsey Asset Management since its founding in 2003. Cropsey Asset Management provides discretionary investment management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes portfolios built primarily from closed-end funds, exchange-traded funds, and individual equities, employing a variety of fundamental and technical strategies tailored to each client’s risk profile.

Michael Scotto is a CFA® charterholder with six years of industry experience. He is the sole advisor at Highlight Advisors LLC, having joined the firm in 2025 after a 15-year tenure at AON Investments. Highlight Advisors serves institutional asset pools such as for-profit businesses, insurance companies, and not-for-profit entities by providing non-discretionary investment advisory and consulting services. The firm focuses on customized asset allocation recommendations, investment manager selection, and strategic consulting through project assignments, retainers, or hourly engagements without taking custody of client assets.

John Crum is a Series 66-licensed financial advisor with 29 years of experience. He has been the sole advisor at Indigo Asset Management, Inc., an independent firm based in New Canaan, CT, since 1997. Indigo Asset Management provides discretionary portfolio management and investment advice to individuals, families, businesses, retirement plans, trusts, and estates. The firm employs a prudent-investor approach focused on strategic asset allocation and diversification, primarily using mutual funds and ETFs, and offers pension consulting along with access to independent platforms for held-away employer benefit accounts.

Sean Sullivan is a financial advisor at Thrivealike LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lifeworks Advisors, Arete Wealth Management, National Securities Corp, and Voya Financial Advisors. Sullivan is also an independent insurance agent. Thrivealike LLC is an independent, solo registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, 401(k) plan management, and tiered financial planning subscription services. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and cyclical analyses, with recommendations that include mutual funds, ETFs, equities, fixed income, and insurance products.

Gene McGovern is the sole advisor at McGovern Financial Advisors, LLC in Ridgefield, CT, with 11 years of industry experience. He holds a Series 65 designation and has led his independent advisory practice since 2014. McGovern’s background includes work in law, tax, and accounting publishing, alongside prior teaching in a financial planning certificate program. McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and families, focusing on retirement income, cash flow, tax, insurance, education funding, Social Security optimization, and estate planning. The firm delivers project-based and hourly engagements without managing client portfolios on a discretionary basis.

Jay Furst is a financial advisor at Forteris Wealth Management, Inc. with 4 years of industry experience. He holds a Series 63 designation and has been with Forteris Wealth Management since 1993. Forteris Wealth Management, Inc. is an SEC-registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $179.6 million in assets, employs customized portfolios including equities, fixed income, mutual funds, ETFs, and derivatives, and offers ongoing portfolio monitoring with regular reviews.

Peter Lusk Jr. is a financial advisor at Acanto, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Acanto since 2017. Outside of his advisory role, he provides business development consulting for startups and operates as a registered representative involved in carbon offset valuation and placement through Weild & Co., Inc. Acanto is a fee-based investment adviser serving individuals, trusts, estates, small businesses, pooled vehicles, RIAs, and broker-dealers. The firm uses a proprietary, model-driven investment approach that combines momentum-based signals with volatility-aware risk parity across U.S. equities and multi-asset ETF/REIT strategies, emphasizing systematic, rules-based implementation and detailed risk disclosures.

William Ryan III is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Ayrshire Capital Management LLC since 2018 and previously worked at Wjr Financial, LLC, The Dowling Group Wealth Management, and Grove Point Investments, LLC. Ayrshire Capital Management provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans through separately managed accounts. The firm emphasizes fundamental analysis complemented by technical indicators and manages portfolios with a range of asset types on a discretionary basis.

Jin Hu is a financial advisor at Agilis Investment Management LLC with six years of industry experience. He holds the Series 65 designation and has worked previously at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis provides discretionary portfolio management to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm emphasizes current income through tax-exempt and taxable fixed income securities and dividend-paying equities, with a notable focus on Private Activity Bonds and a detailed approach to credit and operational due diligence.

Ryan Callas is a CFP® professional with 17 years of experience in the financial services industry. He has been with Greenhouse Wealth Management, LLC since 2016, serving as the firm's sole advisor. Greenhouse Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management that integrates discretionary and non-discretionary investment management with financial planning. The firm uses a primarily long-term, fiduciary-oriented investment approach with customized portfolios constructed from low-cost mutual funds, ETFs, and occasionally individual stocks or bonds.

Joseph Connolly is a financial advisor with Abington Investment Group, LLC, holding a Series 65 designation and seven years of industry experience. His career includes roles at Bank of Ireland Global Markets and Global Payments Partners. Outside of his advisory work, he is a partner at Claddagh Financial Services LLC, which provides foreign exchange advisory and commercial real estate services. Abington Investment Group offers discretionary asset management primarily to high net-worth individuals and institutions. The firm employs a macro-driven investment strategy focused on managing inflation risks and portfolio volatility, maintaining all client assets in-house with a small advisory team managing over $200 million in discretionary assets.

James Mitchell is a financial advisor at Mighty Oak Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Mighty Oak Management in 2015, he worked at Invest Financial Corporation, Blue Hill Capital Partners LLC, and UBS Financial Services. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals and institutions, including corporations, trusts, estates, charitable organizations, and pension plans. The firm uses asset-allocation and portfolio-modeling tools to recommend investment strategies, primarily managing assets on a non-discretionary basis and sponsoring a wrap fee program.