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.

William Ferdinand is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at The WF Group, LLC since 2012, an independent firm based in Greenwich, CT. The WF Group primarily serves high-net-worth individuals, offering personalized portfolio management and discretionary investment advice. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long-term, short-term, trading, and option-writing to construct customized portfolios aligned with client objectives.

Joseph Pellegrino is the sole advisor at P-Squared Capital Management in Greenwich, CT, with 22 years of industry experience. He holds the CFA® designation and has managed P-Square Investments LLC since 2002. P-Squared Capital Management is an independent, single-advisor firm providing discretionary portfolio management for individual and family clients. The firm employs a combination of top-down and bottom-up analysis, using fundamental, technical, and quantitative methods to construct diversified portfolios across equities, alternative investments, and fixed income.

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.

Jesica Michelle Murature Stordiau is a financial advisor at Nexgen Investments LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, United Maritime Capital, and Adcap Securities. Nexgen Investments LLC provides portfolio management services to individuals, high-net-worth clients, and corporate entities, utilizing a range of investment vehicles and a combination of fundamental, technical, and charting analysis. The firm offers discretionary account management and implements both long- and short-term strategies, with an investment approach that includes options, margin, short sales, and private placements.

Danyal Ozizmir is the sole advisor at Little Point Capital, LLC, an independent firm based in Riverside, CT. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all of which has been with Little Point Capital since 2010. Little Point Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on a small, concentrated client base. The firm’s investment approach emphasizes market and technical analysis combined with credit-level research to assess specific credits and portfolio composition.

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.

David Lewis is a financial advisor at Velbridge Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including MML Investors Services LLC, Northwestern Mutual, Prudential, and Allstate. Outside of his financial advisory role, Lewis owns Mogul Protection Agency LLC, a private investigation and security firm, and serves as Director of Registration at the Church of Scientology in New York City. Velbridge Wealth Advisors LLC offers investment management, financial planning, consulting, and pension services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a long-term, customized investment approach based on fundamental analysis and asset allocation, with ongoing account reviews and discretionary management available when authorized.

Albert Sebastian is a CFA® charterholder with 15 years of industry experience. He has been the principal advisor at Prospect Advisors, LLC since 2008. Prospect Advisors provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental analysis with a range of strategies, including equities, derivatives, and alternative investments, and also offers investment research and model-portfolio services to other registered investment advisers and hedge fund managers.

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.

Guoqing Ouyang is the principal of Density Capital LLC and holds a Series 65 designation. He has experience in hospitality consulting and related industries dating back to 2007, including roles with Shenzhen Hezong Hotel Management Consultancy, Prudential Hong Kong Limited, and United Hotel Consultancy LLC. Ouyang has also worked as an independent investment manager and held positions outside traditional advisory firms, such as with Uber and Dynasty Consultants International Limited. Density Capital LLC is a discretionary portfolio manager serving primarily individual and high net worth clients. The firm employs a long-term, fundamentally driven approach focused on financial-statement and credit analysis for equity and fixed-income selection, tailoring portfolio allocations to each client’s objectives and risk tolerance.

Michael Casper is a CFA® charterholder affiliated with the independent firm Casper, Michael J. He has five years of industry experience, previously working at Lehman Brothers Holdings Inc for three years. He operates Light Macro Capital, where he provides discretionary investment management. Light Macro Capital serves high-net-worth individuals and qualified entities through a quantitative and qualitative macro relative-value strategy focused on developed-market sovereign bond futures and foreign exchange. The firm manages concentrated portfolios with defined risk controls and emphasizes specialized data and a futures-only fixed-income derivatives approach.

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.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Lawrence Tankel is the principal advisor of LT Advisors LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Goldman Sachs & Co. LLC for five years. He also owns and operates a separate tax and accounting practice, Lawrence Tankel CPA, P.C., where he provides tax preparation and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages a concentrated portfolio of approximately $53.5 million through tailored investment programs that incorporate fundamental and technical analysis, with a combined tax and accounting service as part of its operating model.

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.