Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

William Dunn is a financial advisor at Charter Research & Investment Group Inc with 22 years of industry experience. He is based in Southport, CT and works at a firm with a team of three advisors. Charter Research & Investment Group, Inc. is a fee-only registered investment adviser serving high-net-worth individuals and families, typically with investable assets around $750,000 or more. The firm employs a bottom-up equity process that integrates fundamental, qualitative, and technical analysis, emphasizing tailored portfolios, asset allocation, and risk management through selective use of derivatives and active fixed-income positioning.

Brian Herbst is a financial advisor with The Herbst Group, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios incorporating low-cost mutual funds, ETFs, and individual securities, along with options and derivatives when appropriate.

Gregory Bavedas is a financial advisor with Constitution Investment Advisory and Portfolio Management in Shelton, CT. He holds Series 65, Series 63, and Series 66 licenses and has 15 years of industry experience. His prior positions include roles at Constitution Capital LLC, Wells Fargo Clearing Services LLC, and Cambridge Investment Research, Inc. Bavedas is a 50% owner of Fairfield Brothers LLC. Constitution Investment Advisory and Portfolio Management offers discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $241 million across about 180 client relationships, utilizing a primarily long-term investment process that incorporates fundamental and technical analysis, portfolio rebalancing, and client-specific risk profiling.

Michael Baran is a financial advisor at Compass with a Series 65 designation and two years of industry experience. He has worked at Comprehensive Planning Associates, Ltd. since 2022 and previously held roles at People's United Bank and Fox Pest Control. Baran is also licensed as an insurance agent through Comprehensive Planning Associates. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers ongoing consulting, annuities, insurance products, and tax preparation, supported by educational seminars and a multi-licensed advisory team.

David Heiss is a financial advisor at Alpine Hill Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley & Co. LLC from 2020 to 2024. Alpine Hill Advisors LLC provides discretionary wealth management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $115 million in client assets and combines a small, concentrated client base with lifestyle management capabilities.

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.

Douglas Hedley Jr. is a financial advisor at Longwall Family Office with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Praxia Financial Services, LLC from 2015 to 2023. Since 2023, he has been with Longwall Investment Partners, LLC. Longwall Investment Partners, LLC provides investment advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering customized portfolio management across a variety of asset classes. The firm emphasizes a primarily long-term investment approach combining fundamental and occasional technical analysis, managing a high assets-per-client profile with both discretionary and non-discretionary services.

Lucas Lycksell is a CFP® professional with nine years of industry experience, currently serving as an advisor at Tailored Wealth, LLC. His prior experience includes roles at UBS Financial Services Inc., LPL Financial LLC, Connecticut Wealth Management, and Coinlist. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized, low-cost, diversified portfolios that primarily use mutual funds and ETFs, combining fundamental and technical analysis with a long-term orientation.

Matthew Brunner is a financial advisor at Compass with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Comprehensive Planning Associates, Ltd. since 2011. Outside of his advisory work, he operated a fishing-related venture called Fishing with Matt and Josh from 2007 to 2023. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and supplements its offerings with insurance products, tax preparation, and educational seminars.

Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.

David Brezina is a CFP® professional at Southport Station Financial Management, LLC with 17 years of industry experience. He has been with Southport Station since 2008 and also operates an independent insurance agency, Barth Insurance Agency. Additionally, he owns and operates a landscaping and property management business. Southport Station Financial Management provides personalized financial planning and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs active derivatives and options strategies and offers both discretionary and non-discretionary portfolio management.

Keith Cuomo is a financial advisor with Dunbar Associates, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Quint Capital Corporation, Purshe Kaplan Sterling Investments, and Mass Mutual for a combined total of nine years. Dunbar Associates provides advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, specializing in wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $307.5 million in client assets, employing diversified portfolios with a long-term orientation and a notable balance between discretionary and non-discretionary management.

Nathaniel Richer is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at Saratoga Capital Advisors and T3 Trading Group. Synthesis Capital Group provides discretionary investment management primarily focused on U.S. equities, ETFs, and listed equity options. The firm uses systematic and quantitative methods across various strategies, tailoring portfolios to client objectives and risk tolerances.

Douglas Harrigan is a financial advisor with Wharton Midmarket Investment Advisors Inc and holds a Series 66 designation. He has 35 years of industry experience, including roles at Wharton Midmarket Securities Inc., Niagara International Capital Limited, and as owner of Harrigan Insurance & Financial Services since 1994. Wharton MidMarket Investment Advisors, Inc. provides investment advisory, portfolio management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and pension/profit-sharing plans, with additional institutional and non-retail clients. The firm generally offers customized, primarily non-discretionary investment management focused on long-term, fundamental analysis and also provides an Ambassador wrap program administered by Raymond James.

Omeed Zarrin is a financial advisor at The Herbst Group, LLC with Series 65 and Series 63 licenses and three years of industry experience. His background includes roles at Amazon Web Services, Inc., where he works as a Senior Analytics Specialist, as well as positions at Ardoq, Sisense, The CCS Companies, and MFS Fund Distributors, Inc. He is also a licensed insurance agent involved in the implementation of insurance recommendations. The Herbst Group provides discretionary wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and derivatives when appropriate.

Heather Sevillano is a financial advisor at Agilis Investment Management LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Greenwich Investment Management, Inc. and Round Rock Advisors LLC. Agilis Investment Management serves individuals and various institutional clients, offering discretionary portfolio management and investment counsel focused on fixed income and dividend-producing equity portfolios. The firm emphasizes income-oriented strategies, particularly in Private Activity Bonds and specialized revenue bonds, and employs unique execution techniques such as group bond purchases and cross-client trades.

Nicholas Zizzadoro is a financial advisor at OakTrust Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC®, PFS™, and Series 63 designations and has worked at OakTrust Wealth Advisors since 2014 and LPL Financial, LLC since 2001. Outside of his advisory role, he is also licensed to sell non-variable insurance products including life, health, disability, long-term care, and fixed annuities. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm emphasizes long-term, client-specific strategies and employs a mix of fundamental, technical, and cyclical analysis, with ongoing supervision and periodic reviews.

Brenda Ghossaini is a financial advisor at BridgeLight Financial Advisors, Inc with two years of industry experience. She holds the Series 66 designation and previously worked at Infinex Investments, Inc and Newtown Savings Bank/Osaic Institutions Inc. 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, employing an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Jordan Marino is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at Connecticut Capital Management Group, LLC, having joined the firm in 2022. Prior to this, he held roles at Prudential Annuities Distributors, Inc. and has experience outside finance as well. Marino is a board member of the CFA Society Hartford. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach leveraging fundamental, quantitative, and modern portfolio theory analyses, and may include traditional and alternative investments as well as third-party managers.