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.

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.

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.

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.

Melissa Adams is a CFP® with 29 years of experience in the financial industry. She is the principal advisor at Achieve Retirement & Wealth Management, LLC, an independent firm she joined in 2025. Her prior experience includes roles at Merit Financial Partners LLC and Prudential Annuities Distributors. Outside of her advisory work, she is a co-owner of a family rental property with her husband. Achieve Retirement & Wealth Management provides comprehensive portfolio management and financial planning services to individuals as well as institutional and business clients. The firm employs a diverse investment approach combining fundamental, technical, quantitative, cyclical, and qualitative analysis, and serves a range of clients including pension plans, corporations, and charitable organizations.

William Donaldson is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Donaldson Financial Wellness Network, LLC. He previously worked at Conscious Capital Wealth Management from 2015 to 2017. Outside of investment advisory, he provides divorce financial planning and mediation services, assisting clients with financial settlements and tax planning. 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 works with third-party strategists to implement and monitor investment strategies rather than managing portfolios directly.

Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.

Vincent Dagnese is a financial advisor at Westchester Wealth Management with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Securities, PRUCO Securities, and Mass Mutual Investors Services. Westchester Wealth Management serves individual investors, pension and profit-sharing plans, and corporations, offering discretionary model portfolio management, Manager-of-Managers programs, comprehensive financial planning, pension consulting, and insurance brokerage services. The firm’s investment approach emphasizes capital preservation and proactive risk management through a proprietary multi-bucket Model Portfolio Series primarily using ETFs and mutual funds, aligned with clients’ investment policies and tax considerations.

Paul Padovani is the sole advisor at Padovani Asset Management in Somers, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He also owns MGPC Agency, a licensed insurance agency, and works as a mortgage loan officer at Warshaw Capital. Padovani has held roles at MetLife Securities Inc. since 2012 and has been involved with both MGPC Agency and Warshaw Capital since 2018 and 2014, respectively. Padovani Asset Management is a registered investment adviser providing discretionary portfolio management and written financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs an individualized investment process utilizing fundamental, technical, cyclical, and charting analysis, offering a broad range of security types and continuous account monitoring with formal annual reviews.

Ray Spano is a CFP® credentialed financial advisor with 13 years of industry experience. He is the principal of Spano Advisory Services Inc. and has been a partner at Spano & Treglia LLP, an accounting firm, since 1997. In addition to his advisory work, he is a licensed independent insurance agent. Spano Advisory Services, Inc. provides discretionary portfolio management and consultative financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm uses fundamental analysis to select securities and manages accounts on a discretionary basis with daily monitoring, offering both investment management and hourly financial planning engagements.

William Knox is the sole advisor at Knox Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kahn Brothers Advisors LLC and Kahn Brothers & Co. Inc. from 1996 through 2022. Knox Capital provides discretionary investment management services primarily to individual clients, focusing on value-oriented strategies that combine quantitative and qualitative analysis. The firm emphasizes long-term investment horizons, management quality, and tailors portfolios to clients’ risk tolerances and financial goals.