Thomas Garvey is a financial advisor at LCR Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Capital Financial Advisers, LLC since 2009. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals, families, trusts, institutions, and retirement plans. The firm offers customized portfolio management with a tax-aware, long-term approach, employs a range of strategies including derivatives and third-party managers, and acts as sponsor and investment manager of a venture-capital private fund.

Nicolaas Pronk is a financial advisor at Noble Capital Management, Inc. with 38 years of industry experience. He has been with Noble Capital Management since 1996 and Noble Capital Markets Inc./Noble Financial Group Inc. since 1995. Outside of his advisory role, he serves as an investor and chairman for several entities, including Sky One Aviation LLC and Sky One Holdings LLC. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning advice primarily to individual and high-net-worth clients, using model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric investment process with dynamic asset allocation informed by relative-strength analysis and market risk assessments.

Charles Burdette is a financial advisor at Sonder Partners, LLC, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior work includes six years at Barclays Capital and several years at Nosara Capital, where he also serves as a venture partner with carried interest in the funds. Sonder Partners primarily acts as a referral firm, directing prospective clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves individual investors and other advisers, conducting suitability assessments and ongoing diligence on recommended third-party managers and advisory programs.

Michael Grennan is a CFA® charterholder with 13 years of industry experience. He has been with Charter Research & Investment Group Inc. since 2012. Charter Research & Investment Group Inc. is a fee-only registered investment adviser serving primarily high-net-worth individuals and families, managing approximately $254 million in assets for about 155 clients. The firm employs a bottom-up equity process with a focus on individual equity and fixed-income positions, asset allocation, and diversification, and uses derivatives selectively for risk management.

Brett Howard is a financial advisor at Howard Wealth Management, LLC with 23 years of industry experience. He has held roles at APW Capital, Inc. and Cherry Street Partners before joining his current firm in 2018. Outside of advising, Mr. Howard is a member of 47 Lafayette Place, LLC, which manages a real estate property unrelated to investment activities. Howard Wealth Management serves individuals, including high-net-worth clients, pension plans, and corporate clients, managing approximately $356 million in discretionary assets. The firm offers customized portfolio management and wealth planning services with an emphasis on educational outreach and a fiduciary, long-term investment approach.

Paula Luciani is a financial advisor at Charter Research & Investment Group Inc with 35 years of industry experience. She holds a Series 63 designation and has worked at Nutmeg Securities, Ltd. since 1989. Outside of financial advising, she serves as Vice President and Secretary of T.E. Luciani, Inc., a general contracting business. Charter Research & Investment Group, Inc. is a fee-only registered investment adviser that provides discretionary investment management and financial planning primarily for high-net-worth individuals and families. The firm employs a bottom-up equity process with an emphasis on asset allocation, diversification, and active fixed-income positioning, managing approximately $254 million in assets for about 155 clients.

Robert Dunbar is a financial advisor with Dunbar Associates, LLC in Monroe, CT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2009 to 2020. Dunbar is also a managing partner in two local development ventures, Turkey Roost Development and Quarry Ridge Development. Dunbar Associates provides wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $307.5 million in client assets, using diversified portfolios that include mutual funds, ETFs, stocks, and bonds, and maintains both discretionary and non-discretionary management strategies.

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.

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.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.

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.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Evan Kenagy is a CFP® with eight years of industry experience, currently serving at Colchester Investment Counsel LLC since 2018. His prior experience includes roles at Silver Spring Country Club, The Gym, and Jericho Partnership. Colchester Investment Counsel LLC provides discretionary investment management and financial planning to individuals, families, small businesses, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a focus on asset allocation and long-term holdings, managing approximately $128.8 million across diverse client portfolios.

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.