Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.

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.

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

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.

Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.

Jean Francis Lopez De Valdivia is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Fleurus Investment Advisory, LLC since 2014. Fleurus Investment Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes discretionary account management under a fiduciary standard, using index mutual funds and ETFs within a long-term trading framework that incorporates charting, fundamental and quantitative analysis, and modern portfolio theory.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

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.

Timothy Mcmullan is a financial advisor at IRM Management in Ridgefield, CT, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TJT Capital Group, LLC for 17 years. He is also the editor of The Investor's Strategist newsletter. IRM Management provides discretionary portfolio management to individual and high-net-worth clients, managing approximately $22.5 million. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, and options, with an emphasis on individualized investment policy statements and regular account reviews.

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 the sole advisor at Salzman Financial Management LLC in Bethel, CT, holding a Series 65 designation with 21 years of industry experience. He has managed Salzman Financial Management since 2004 and has been active in the financial advisory field since 1997. Salzman Financial Management provides investment advisory services to individual and high-net-worth investors, as well as profit-sharing plans, focusing on portfolio management through mutual fund selection and assistance with account paperwork. The firm emphasizes diversified, passive mutual fund investments, monthly account monitoring, and quarterly performance reporting, managing approximately $44.4 million in client assets.

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.

Andrew Haley is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at SEVA Funds, LLC, where he has worked since 2024. Prior to that, he was self-employed for one year and spent eight years at UBS. SEVA Funds, LLC manages a single affiliated private investment fund using a multi-asset, primarily liquid and exchange-traded strategy that includes ETFs, futures, foreign exchange instruments, and cash equivalents. The firm employs a combination of systematic and quantitative methods alongside discretionary and risk-based portfolio construction techniques, focusing on risk budgeting, volatility targeting, and liquidity monitoring.

Karen Ho Smith is a financial advisor at KCCS Management Inc. in Weston, CT, holding a Series 65 designation with 18 years of industry experience. She has been with KCCS Management since 2016 and has a longer tenure at KMH Management Inc. dating back to 1983. KCCS Management provides discretionary investment management to a select group of clients, including high-net-worth individuals, trusts, corporations, and pension plans. The firm focuses on fundamental and technical research with a long-term investment approach, emphasizing small- and mid-cap opportunities alongside equities, fixed income, and select alternative investments.

Antonia Clearwaters is a CFP® professional with 15 years of industry experience. She has been the sole advisor at Clarity Investments + Planning LLC since 2008. Clarity Investments + Planning LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation, diversification, and cost minimization, primarily using mutual funds, ETFs, and passive equity vehicles, and is notable for its client mix that includes both individual and corporate clients.

Leeland Gray is the sole advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at First Allied Securities, Inc. since 2008 and has been with Green Pastures Wealth Management since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages assets using two proprietary model families—Defensive Growth, which employs active mutual fund allocations with market timing, and All Weather, which uses a strategic, index-based approach with long-term rebalancing.

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. with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes long-term roles at firms such as Great American Advisors, Inc., PMG Securities Corporation, and The Guardian Life Insurance Co. In addition to advisory work, he operates as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, retirement plans, businesses, and government entities. The firm employs both active and passive investment strategies, combining multiple analytical approaches and proprietary market indicators, and is noted for its pension and actuarial consulting expertise as well as its use of performance-based fee arrangements for qualifying clients.

Paul Mccarthy is a CFA® charterholder and the sole advisor at Kisco Capital, LLC, an independent firm based in Mount Kisco, NY. He has 10 years of industry experience and has been with Kisco Capital since 2013. Kisco Capital provides portfolio management and investment advisory services to individual and high-net-worth clients, using a written Investment Policy Statement to align with client goals, tax considerations, and risk tolerance. The firm employs various analytical methods and trading strategies, offers discretionary portfolio management, and distributes a no-fee market-update newsletter several times monthly.

William Harrison is the sole advisor at Sirmium Capital, LLC, an independent firm based in Katonah, NY. He holds a Series 65 designation and has seven years of industry experience. Harrison also works in a project management role at Deutsche Bank, where he assists in tracking findings and reporting risks to senior management. Sirmium Capital provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations, focusing on customized asset allocation and ongoing account monitoring. The firm employs fundamental and cyclical analysis and implements both long- and short-term strategies across various asset classes, serving approximately 60 clients with a fee-only structure.