Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding custody of client assets.

Laura Simon is a financial advisor with Capital Trust and Associates LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has led Capital Trust and Associates since 2013. Simon is also a licensed independent insurance agent in Connecticut, authorized to sell long-term care insurance. Capital Trust and Associates is an independent firm providing investment management, wealth management, and financial planning to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm combines fundamental and technical analysis to construct diversified portfolios, often utilizing SEI’s asset allocation models and third-party managers.

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.

Robert Bleeck is the principal of Bleeck Financial Management, Inc. in Carmel, CA, with 25 years of industry experience. He holds the PFS™ designation and is also a Certified Public Accountant, maintaining an active accounting practice alongside his advisory work. Bleeck has been with his firm since 1982. Bleeck Financial Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines CPA services with portfolio management, employing multiple analytical approaches and managing discretionary accounts primarily through Charles Schwab.

Mansoor Ahmad is the principal of Global Hill Wealth Advisors LLC, an independent firm he founded in 2022. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Merrill Lynch and J.P. Morgan. In addition to advisory work, he is a licensed insurance agent and spends a limited portion of his time on insurance sales. Global Hill Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis for customized asset allocations, focusing mainly on long-term strategies while allowing for shorter-term adjustments.

Mark Phillips is the sole advisor at Harvested Financial, LLC, an independent firm based in Redding, CT. He holds a Series 65 designation and has 18 years of industry experience, including 14 years at Group One Trading, LP before founding Harvested Financial in 2020. Outside of his advisory role, he serves as a general partner and director for Harvested Digital Asset Management, overseeing administrative duties related to the fund's wind down. Harvested Financial provides discretionary portfolio management and consulting services to individual, registered investment advisor, and institutional clients. The firm combines quantitative analysis and asset allocation with active trading strategies, including options and digital asset management, and offers a subscription analytics product called “TheTape.”

Peter Salzman is a financial advisor at Salzman Financial Management LLC in Bethel, CT, with 22 years of industry experience. He holds a Series 65 designation and has managed his firm since 2004. Salzman Financial Management provides investment advisory services to individual and high-net-worth investors, as well as profit-sharing plans. The firm focuses on portfolio management through diversified, passive mutual fund selection and maintains a client base with approximately $44.4 million in assets under management.

Ross Riskin is a financial advisor with Riskin Wealth Management, LLC in Newtown, CT. He holds the PFS™ designation and has six years of industry experience. In addition to his advisory role, Riskin is an owner and Vice President of a public accounting firm, Riskin & Riskin, PC, and serves as Chief Creative Officer of visiWealth, LLC, an educational content company. He also works as a Senior Strategy Advisor for the Investments & Wealth Institute and serves on the Advisory Council for the American Institute of Certified College Financial Consultants. Riskin Wealth Management provides investment management and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and held-away account services. The firm emphasizes a Modern Portfolio Theory-based, primarily passive investment approach supplemented by fundamental and cyclical analysis, and offers specialized financial planning in education funding and employee benefit plan advisory.

Robert Swigert is a financial advisor at Goodstead with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP since 2016 and Cityblock Health, Inc. from 2018 to 2019. Swigert also serves as a lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College and is involved in operational oversight for El Menudo Cuenta. Goodstead provides investment management and financial planning to a range of clients including individuals, trusts, and nonprofit organizations. The firm employs a risk-budgeting framework that balances lower- and higher-risk strategies, uses a combination of quantitative models and fundamental analysis, and maintains a unique registration with the CFTC as a Commodity Trading Advisor supporting commodity and systematic trading within its investment approach.

Andrew Haley is a CFA® charterholder and holds a Series 63 license with 21 years of industry experience. He has worked at UBS from 2015 to 2023 and has been with SEVA Funds, LLC since 2024. He was self-employed for one year prior to joining SEVA Funds. SEVA Funds, LLC provides discretionary investment management to an affiliated private investment fund and separately managed accounts for individuals, high-net-worth investors, retirement accounts, and various business entities. The firm employs a multi-asset approach focused on liquid, exchange-traded instruments with systematic, quantitative, discretionary, and risk-based portfolio construction techniques.

Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.

Robert Shohet is a financial advisor at RLS Financial Group, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes long-term roles at Great American Advisors, PMG Securities Corporation, The Guardian Life Insurance Co, and his own consulting businesses. Shohet is also active as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group is an independent advisory firm serving individuals, trusts, business owners, and various institutional clients. The firm employs a combination of fundamental, technical, and behavioral analysis to manage portfolios actively and passively, and it is notable for its affiliated pension consulting practice and actuarial expertise supporting retirement plan design and administration.

Lynn Verrilli is the principal at Affinity Financial Solutions, LLC, an independent advisory firm, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fairport Capital, Inc. and operated her own college preparation business, Advanced College Funding Solutions, LLC, which provides ACT/SAT prep, scholarship and grant services, college search, and career counseling. Affinity Financial Solutions, LLC offers investment advisory and planning services to individuals, families, trusts, charitable organizations, and 401(k) plans. The firm employs both fundamental and technical analysis, with a portfolio approach that prominently uses ProFunds sector mutual funds, and considers clients’ overall financial profiles.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 65 and Series 63 designations with 25 years of industry experience. His work history includes multiple tenures at Shehu Asset Management, as well as roles at LPL Financial LLC, Wells Fargo Clearing, and Prudential Equity Group. Outside of financial advising, he manages a self-service laundry business in Thomaston, CT. Shehu Asset Management provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations, and corporations, along with pension consulting services. The firm uses proprietary modeling tools to tailor portfolios and manage risk, offering real-time account oversight and operating without accepting commissions or soft-dollar benefits.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

William Donaldson is a CFP® with 22 years of industry experience. He is the principal of Donaldson Financial Wellness Network, LLC, where he has worked since 2013. His prior experience includes roles at Vista Investment Advisors LLC and Conscious Capital Wealth Management LLC. In addition to his advisory work, Donaldson provides divorce financial planning and mediation services, assisting individuals and couples with financial settlements and tax planning related to divorce. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and utilizes third-party asset managers, providing ERISA fiduciary support, vendor selection assistance, and participant education as part of its services.

Lili Vasileff is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Wealth Protection Management in Woodbridge, CT. She has operated Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and neutral expert testimony for litigation support. Wealth Protection Management offers investment advisory and wealth-protection services alongside a distinct divorce financial planning practice. The firm provides individualized portfolio construction with a blend of passive indices and active security selection, serving individual clients and legal professionals on divorce-related financial matters on a fee-only basis.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

Kathryn Hanlon is a CFP® with a Series 65 license currently associated with Kekoa Capital. She has a diverse background including roles at Westfield Capital Management, McGuigan Financial, and Highfields Capital Management. Hanlon has been working in the financial industry since 2023. Kekoa Capital serves individuals and families, including high-net-worth clients, by providing tiered, flat-fee comprehensive financial planning and consulting without managing client investment accounts. The firm’s approach is goals-based and tailored to each client’s situation, generally favoring long-term, diversified, low-cost mutual funds and ETFs.