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.

Stephen Lupkas is a CFP® professional with over 31 years of experience in the financial services industry. He has operated MyFinancialPro, LLC since 2005, providing advisory services from Shelton, CT. MyFinancialPro offers discretionary portfolio management and financial planning to individuals, families, and high-net-worth clients. The firm employs a long-term, strategic asset allocation approach enhanced by proprietary quantitative and algorithmic analysis, managing a focused client base with an institutional platform for research and operational support.

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.

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.

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 Jr. is a financial advisor at Ayrshire Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Ayrshire Capital since 2011, following a one-year tenure at Bourgeon Capital Management 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’s investment approach emphasizes fundamental analysis supported by technical indicators, offering customized portfolios that include a range of securities such as equities, fixed income, and private investment funds.

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.

Elliot Turner is a financial advisor at RGA Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with RGA Investment Advisors since 2012. RGA Investment Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment process incorporating fundamental, technical, and cyclical analysis, managing portfolios that include individual equities, mutual funds, ETFs, bonds, and affiliated private placements.

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.

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 credentials and three years of industry experience. He previously worked at Purcell Capital Management LLC for six years prior to joining Longwall Investment Partners, LLC in 2023. Longwall Investment Partners, LLC provides customized portfolio management and investment advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.

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.

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®-designated financial advisor with 10 years of industry experience. He is currently with B Side Partners, LLC and has prior experience at firms including Morgan Stanley Private Bank and Jaffe Tilchin Investment Partners. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes, providing comprehensive family office consulting and investment management. The firm integrates legal and contract services into its offerings and tailors investment strategies using fundamental, technical, and cyclical analysis.