Eric Peck is a financial advisor at Southport Station Financial Management, LLC in Southport, CT, holding a Series 65 license with six years of industry experience. He has been with Southport Station Financial Management since 2014, with prior roles at J&G Group, Inc. dba JPR Mechanical, Inc., and Walsh Construction Company II, LLC. Southport Station Financial Management is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $192 million across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, and options, offering both portfolio management and financial planning services.

Robert Zsolt Kazinczy Vamos is a financial advisor with VII Capital Management LLC, holding a Series 65 designation and four years of industry experience. He has worked at VII Capital Management since 2022 and operates an online photography sales business. VII Capital Management provides discretionary equity portfolio management for individuals, trusts, estates, and taxable business entities, specializing in a bottom-up fundamental research approach focused on publicly traded common stocks. The firm offers multiple portfolio strategies, including performance-based fee options, and manages both separately managed accounts and pooled investment vehicles.

Brian Shea is a CFP® professional with over 29 years of experience in financial planning. He is the principal of Shea Financial Advisors, a firm he has led since 1997. The firm provides fee-only financial planning and discretionary investment management primarily to individuals and families. Shea Financial Advisors emphasizes a long-term, buy-and-hold investment approach using strategic asset allocation across various equity classes and fixed income, often incorporating tax planning and individual tax preparation into their services.

Michael Mancusi is a financial advisor with Conscious Capital Wealth Management, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Barnum Benefit Group, and MSI Financial Services. Mancusi is also licensed to sell health and life insurance and variable insurance products. Conscious Capital Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm uses a proprietary financial planning process and blends top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection.

Adele Goetz is a Series 65-licensed advisor at Fairport Asset Management Corp in Fairfield, CT, with eight years of industry experience. She has been associated with Fairport Asset Management Corp since 1996. Fairport Asset Management Corp provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and written financial plans with both tactical and strategic asset allocation approaches, including Morningstar-managed portfolios.

Ari Blinder is a financial advisor at Calm River Capital LLC with two years of industry experience. He holds a Series 65 credential and has worked in both financial advisory and real estate brokerage, including as Broker/Owner at Simplr LLC. Outside of finance, he is also involved in acting. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients, focusing on equities and ETFs with an emphasis on covered-call option strategies. The firm employs a variety of analytical methods and maintains a relatively small client base for specialized engagement.

James Watt is a financial advisor at BridgeLight Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including True North Insurance, Agia, Valic Financial Advisors, and TIAA-CREF. BridgeLight Financial Advisors serves individual investors and families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, limited-scope consulting, and advice on held-away accounts, using an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Brendan Azoff is a financial advisor at Abundant Wealth Management LLC in Stamford, CT, holding a Series 65 designation with two years of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and has a background including roles in healthcare staffing. Outside of advisory work, he is also an independent insurance agent, licensed to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $244 million for around 187 clients and employs a long-term investment approach based on Modern Portfolio Theory, offering comprehensive financial plans along with a bi-weekly client newsletter.

Thomas Childs is a financial advisor at DJG Financial Services, Inc. with one year of industry experience. He previously worked at Santander Bank, NA for eight years and MUFG for one year. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset allocation approach using stocks, mutual funds, ETFs, and fixed-income securities, and offers a performance-based fee option alongside a connection to an accounting practice.

Ronald Welz is a financial advisor at Drum Hill Capital, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Drum Hill Capital since 2014. Drum Hill Capital provides investment management, comprehensive household reporting, financial planning, and investment consulting for individuals, families, IRAs, trusts, and charitable organizations. The firm’s investment approach combines macroeconomic views with fundamental analysis and includes the use of margin and options strategies within separately managed accounts.

Adriano Almeida is a CFA® charterholder with nine years of industry experience, currently serving at VII Capital Management LLC since 2014. He is based in Stamford, CT, and is part of a three-advisor team at the firm. VII Capital Management provides discretionary equity portfolio management to individuals, personal trusts and estates, and taxable business entities, and acts as adviser to a pooled investment vehicle. The firm focuses on fundamental, bottom-up research within publicly traded common stocks, offers standardized and customized portfolio strategies, and utilizes performance-based fees and leverage in select portfolios.

Anthony Bavedas Jr. is a CFP® with 52 years of industry experience, currently serving at Constitution Investment Advisory and Portfolio Management. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as executor and trustee for his spouse’s estate and trust in Palm Beach, FL. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages a diverse portfolio including ETFs, mutual funds, stocks, bonds, and derivatives strategies.

Jeffrey Speight Jr. is a financial advisor at Diamant Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including nearly two decades at Sasco Capital before joining Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach focused on fundamental analysis, with tailored asset allocation and ongoing portfolio oversight.

David Nightingale is a financial advisor at Drum Hill Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Drum Hill Capital since 1998. Drum Hill Capital advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines top-down macro analysis with bottom-up fundamental research and uses a range of model asset-allocation strategies, incorporating equities, ETFs, mutual funds, and a specialized Focused European Equity model.

Joan Guccione is a CFP® and Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Value Investment Professionals, LLC, where she has worked since 2023 following a 19-year tenure at Fleetwood Asset Management Ltd. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and ERISA retirement-plan advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $246.7 million and employs an investment approach that combines fundamental analysis with modern portfolio theory to construct IPS-driven portfolios.

Vincent Farasciano is a financial advisor at Innovative Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bankers Life Securities and Bankers Life. Outside of advising, he owns and manages LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, using a blend of client interviews and technology in their investment approach. The firm offers both one-time financial plans and ongoing advisory relationships, incorporating automated rebalancing and tax-loss harvesting through the Charles Schwab Institutional Intelligent Portfolios™ platform.

Jill Lanese is a Series 65 licensed advisor with Connecticut Capital Management Group, LLC, where she has worked since 2010, accumulating 4 years of industry experience. In addition to her advisory role, she teaches fitness classes at the YMCA of Central Connecticut. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations, employing a long-term investment approach grounded in fundamental analysis, modern portfolio theory, and quantitative methods.

Zachary Olson is a financial advisor at Drum Hill Capital, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Drum Hill Capital since 2012. Drum Hill Capital provides investment management, financial planning, and consulting services to individuals, families, IRAs, trusts, and charitable organizations. The firm combines macroeconomic analysis with fundamental research and offers diversified strategies, including the use of margin and options, as well as specialized equity models and alternative investment guidance.

Carl Scholtz is a CFA® charterholder with 13 years of industry experience. He has worked at Scholtz & Company, LLC since 2012, including its predecessor firm starting in 2019. Scholtz & Company is a wealth management firm serving high-net-worth individuals, trusts, pension plans, and institutions. The firm manages approximately $314 million across 200 client accounts and employs a combination of fundamental research and technical analysis to guide its investment strategies, with an emphasis on capital preservation and income.

Abram Ozeck is a financial advisor at FAO Wealth Inc in Trumbull, CT with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cooper Financial Services, Inc. and CFS Securities, Inc. Prior to joining FAO Wealth Inc, he operated Ozeck Financial Group. In addition to his advisory role, he is also licensed as an insurance agent. FAO Wealth provides discretionary asset management services to individuals, trusts, and business entities, and serves as a 3(21) fiduciary for qualified retirement plans. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis for portfolio construction and emphasizes documented client profiles, ongoing management, and conflict oversight.