Robin Pinkham is the principal of Robin Pinkham Investment Advisory, LLC, with 31 years of industry experience. He has worked at Citigroup Global Markets and Westport Resources before founding his independent advisory firm in 2009. Pinkham volunteers at Crosby Commons, an assisted living facility in Shelton, CT, where he gives monthly talks on investments to residents. Robin Pinkham Investment Advisory, LLC provides individualized portfolio management services primarily for a high-net-worth individual client, focusing on direct portfolio management and ongoing account oversight. The firm is notable for its small, client-focused approach and its advisory services tailored to individual investors.

Sunho Lee is a financial advisor at Salem Asset Management with 20 years of industry experience. He has been with Salem Asset Management since 2004. Lee holds a Series 63 designation. Salem Asset Management provides discretionary portfolio management services to individual clients, managing approximately $3.7 million in regulatory assets across four client relationships. The firm maintains a small client base, allowing for direct work with a limited number of households and exercises investment discretion with formal policies outlined in its regulatory filings.

Michael Choniski is the sole advisor at Trendhaven Investment Management, LLC in Fairfield, CT, holding a Series 65 designation with 13 years of industry experience. Since founding Trendhaven in 2013, he has provided investment advisory services. Outside his advisory role, he occasionally offers business planning and development services. Trendhaven Investment Management serves individuals, pension plans, trusts, charitable organizations, and corporations, focusing on experienced investors seeking an absolute-return objective. The firm employs a trend-following investment model using licensed technical analytics to tactically manage allocations primarily between high-yield U.S. corporate bond funds and cash or money-market instruments.

Frederick Lake is a financial advisor at Crito Capital Advisers LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Lake Partners, Inc. for over 30 years, along with roles at F/M Investments, LLC and Narrative Alpha. In addition to advising, Lake operates as a sole proprietor providing financial writing and communications services for financial firms. Crito Capital Advisers LLC is a supported firm with a small team of four advisors.

Lisa Snyderman is a financial advisor with Crito Capital Advisers LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at multiple firms including UBS Financial Services, Robus Capital Partners, and Vision Investment Advisors. In addition to her advisory role, she operates Lisa M. Snyderman, LLC, a compliance consulting firm providing customized services and outsourced chief compliance officer functions. Crito Capital Advisers LLC is a small firm employing four advisors.

Theodore Gillman is a CFA® charterholder with 26 years of industry experience. He has worked at Crito Capital LLC since 2012 and had a previous role at FA Asset Management Inc. in 2003-2004. He holds several leadership positions across related investment firms in the UK and Portugal, including CEO and managing principal roles. Crito Capital Advisers LLC is a Connecticut-registered investment adviser with a small team of four advisors, focusing on providing supported advisory services.