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.

Phillip Schemel is the sole advisor at Schemco, LLC, an independent firm based in Westport, CT. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having founded Schemco in 2011. Schemco, LLC provides discretionary portfolio management and financial planning services to individual and corporate clients, including high-net-worth individuals. The firm employs multiple analytical methods and implements both long- and short-term investment strategies, offering performance-based fee arrangements and allowing client-directed brokerage.

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.

Jesica Michelle Murature Stordiau is a financial advisor at Nexgen Investments LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Adcap Securities, United Brokers, and United Maritime Capital, LLC. Nexgen Investments LLC provides portfolio management services to individuals, high-net-worth clients, and corporate/business entities, utilizing a range of investment vehicles and strategies that include fundamental and technical analysis, options, margin, and short sales. The firm serves a significant non-U.S. client base and offers both performance-based and asset-based fee structures, distinguishing itself among independent advisory firms.

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 licenses and has 15 years of industry experience, including over a decade leading Little Point Capital since 2010. Little Point Capital is a fee-based investment adviser serving primarily high-net-worth individuals with discretionary portfolio management. The firm emphasizes market and technical analysis combined with credit-level research, managing a small, concentrated client base through client-selected custodians while recommending a major broker-dealer for trade execution and reporting.

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.

Jeffrey Weintraub is the principal and sole advisor at Dr. Jeff Finance, LLC, an independent firm based in Rye Brook, NY. He holds the CFP® designation and a Series 65 license, with nine years of experience advising clients. Prior to founding his firm, Dr. Weintraub worked as an emergency physician at Norwalk Hospital and continues to practice part-time at Greenwich Hospital. He also prepares personal income tax returns for clients and participates in the IRS Annual Filing Season Program. Dr. Jeff Finance, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, and businesses. The firm integrates tax preparation and insurance assistance with a long-term investment approach that combines passive allocations and various analytical methods, offering socially responsible investing options and a holistic focus on wealth and health.

Prem Hira is the principal and sole advisor at Investry, LLC, an independent registered investment advisory firm. He holds a Series 65 designation and has five years of industry experience. Prior to founding Investry in 2020, he was involved with Hira Investments, LLC, a family-managed private investment fund, where he performs administrative duties outside of trading hours. Investry, LLC manages approximately $9.63 million in discretionary assets for a small client base, offering portfolio management, financial planning, and tax preparation services. The firm generally employs a passive investment strategy using index funds and ETFs, with the option for socially responsible investing based on client preferences.

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.

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.

Jonathan Russo is a financial advisor at LightedWay Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Global Retirement Partners, LLC. LightedWay Advisory Services provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as consulting services to pension and employee benefit plans and charitable organizations. The firm employs model allocations and a long-term trading approach based on multiple analytical methods, maintaining a high client count supported by standardized processes and model portfolios.

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.

Federico Rodriguez is a CFA® charterholder and the sole advisor at Silversea Capital, LLC, with four years of industry experience. He concurrently holds a position as Global Head of Traded Markets at QBE Insurance Corporation, where he manages investment portfolios. Silversea Capital, LLC is an independent advisory firm that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and companies. The firm’s approach incorporates asset allocation, technical analysis, and both long- and short-term strategies tailored to client objectives and risk tolerance.

Ira Koyner is a financial advisor at Triathlon Partners LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Societe Generale and Morgan Stanley. He also holds roles related to insurance products, including commissions from selling life, health, disability, and long-term care insurance. Triathlon Partners LLC provides portfolio management, a proprietary rules-based All-Terrain managed strategy, financial planning, and business consulting to individuals, high-net-worth clients, and businesses. The firm uses a combination of discretionary and non-discretionary management approaches and integrates insurance products alongside investment solutions.