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.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 49 years of industry experience. He has been with Diamant Asset Management since 1998 and previously worked at Diamant Investment Corporation from 1978 to 2018. He holds Series 63 and Series 65 registrations. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on fundamental analysis, constructing portfolios with distinct equity and fixed-income segments and emphasizing capital preservation.

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.

Steven Baker is a financial advisor with Investors Capital Management Inc. in Darien, CT, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Investors Capital Management since 2012. Outside of advisory work, he is a member of several LLCs involved in personal and multifamily real estate holdings. Investors Capital Management, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach based on fundamental research, emphasizing growth, valuation, and global trends, while tailoring portfolios to client risk tolerance and specific preferences.

Theodore Krauss is the principal of Krauss Whiting Capital Advisors LLC in Stamford, CT, holding a Series 65 license and bringing 26 years of industry experience. He is also the managing partner and founder of Krauss Whiting CPAs LLP, a certified public accounting firm where he performs public accounting services. Krauss Whiting Capital Advisors provides individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a combination of fundamental, technical, and asset-allocation analysis, conducts regular portfolio reviews, and performs mutual fund and ETF due diligence as part of its investment process.

Nathaniel Richer is an advisor at Synthesis Capital Group with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked at several firms, including Saratoga Capital Advisors and T3 Trading Group. In addition to his advisory roles, he is involved with F2 Tech LLC. 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 multiple strategies, tailoring portfolios to client objectives and employing options and short exposure for hedging and alpha generation.

Omeed Zarrin is a financial advisor at The Herbst Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience in analytics and technology roles at companies including Amazon Web Services, Inc. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. The Herbst Group provides discretionary wealth management, financial planning, and retirement-plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach and offers customized portfolios with ongoing monitoring, including the use of options and derivatives, supported by institutional resources and comprehensive performance reporting.

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 with Oaktrust Wealth Advisors, LLC, holding the designations ChFC®, PFS™, and Series 63. He has 26 years of industry experience, including roles at Oaktrust Wealth Advisors since 2014 and LPL Financial since 2001. Oaktrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm employs a long-term, client-specific investment approach using a combination of fundamental, technical, and cyclical analysis with tactical adjustments as needed, and operates as a fiduciary with ongoing portfolio review and oversight.

Neil Kenagy is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Colchester Investment Counsel LLC since 2000. Colchester Investment Counsel provides discretionary investment management and standalone financial planning services to individuals, families, small businesses, and charitable organizations. The firm employs a long-term, relatively conservative investment approach that combines fundamental and technical analysis, focusing on dividend-oriented equities and investment-grade bonds, while tailoring asset allocation to clients’ goals and risk tolerance.

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.

Alexandra Lyon is a financial advisor at Quorus Inc. with a Series 65 credential and two years of industry experience. She previously worked at Magnifi LLC, TIFIN Distribution Partners, TIFIN GROW LLC, OpenInvest, and Stone Harbor Investment Partners. Quorus provides portfolio implementation and separately managed account (SMA) management primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios, automates rebalancing and tax-loss harvesting strategies, and licenses investment models from internal and third-party providers.

Nydia Concepcion is a financial advisor with Agilis Investment Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at Round Rock Advisors LLC and Greenwich Investment Management, Inc. before joining Agilis in 2025. Agilis Investment Management provides discretionary portfolio management services to individuals and various institutions, including estates, trusts, foundations, endowments, corporations, and pension and profit-sharing plans. The firm’s investment approach emphasizes current income through tax-exempt and taxable fixed income and dividend-paying equities, with a particular focus on Private Activity Bonds and detailed credit and operational due diligence.

Brian Hathaway is a Series 65 credentialed advisor with 14 years of industry experience. He has worked at Investors Capital Management, Inc. since 2009. Investors Capital Management, Inc. is a fee-only registered investment adviser offering discretionary portfolio management and financial guidance to individuals, families, trusts, foundations, pension plans, and charitable organizations. The firm employs a long-term, low-turnover investment approach emphasizing fundamental research and collaborative decision-making, tailoring client portfolios by risk tolerance and specific requests.

Kyra Palmer is a financial advisor at Oak Financial Group Inc in Stamford, CT, holding a Series 65 designation with 18 years of industry experience. She has been with Oak Financial Group since 2006. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm focuses on long-term investment strategies primarily using mutual funds, emphasizing diversification and alignment with client objectives and risk tolerance.

Christopher Angle is a financial advisor with Heritage Capital, LLC in Redding, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Heritage Capital since 2015 and has worked in asset and risk management since 2005. Outside of his advisory role, he operates a book publishing business and teaches judo to children and adults. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary models focused on momentum, trend-following, and mean-reversion to reposition assets rather than follow a buy-and-hold strategy.

John Maguire is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at Client Edge Consulting and The Alfond INN. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals and families. The firm emphasizes broad diversification, long-term holding, and tax considerations in its portfolio management, and also sponsors venture capital pooled vehicles and manages private funds.

Jay Goodgal is the sole advisor at J.C. Goodgal, Inc. based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, he serves as Chief Executive Officer of Pawwtners Inc., a social media company. J.C. Goodgal, Inc. provides personalized discretionary investment advisory and asset management services to individuals, high-net-worth clients, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation core-and-satellite approach with a globally diversified portfolio that includes passive and active investment positions.

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.