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.

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.

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.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, with 25 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and Wells Fargo in various capacities. 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, pension plans, trusts, estates, charitable organizations, and corporations. The firm uses proprietary modeling tools to tailor portfolios, which typically include equities, ETFs, and options, and offers pension consulting services alongside real-time account monitoring.

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.

Jonathan Edelman is a CFP® with four years of industry experience, serving as the sole advisor at Nonesuch Advisors in Kent, CT since 2013. He is also Co-Managing Partner of Inflection Vintners, a winery involved in production, sales, and finance. Nonesuch Advisors primarily serves entrepreneurs, small-business owners, and principal executives, offering financial planning, investment strategy, and start-up consulting through fixed-fee or hourly engagements. The firm emphasizes fundamental analysis and diversified portfolios using mutual funds and ETFs, focusing on the intersection of personal and business financial issues without providing discretionary portfolio management.

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.

Brooke Weise is a financial advisor at Weise Financial Wellness with five years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work includes roles at Grady & Riley, LLP, Ellevest, LPL Financial LLC, and Avantax Advisory Services. Outside of financial advising, she previously operated small businesses in holiday decor and tree services. Weise Financial Wellness is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning. The firm focuses on a holistic, goals-driven process and provides ongoing and project-based planning without managing or holding client assets.

Jonathan Stephens is a financial advisor at New Line Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stires, O'Donnell and Co., Inc. since 1998. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and pension and profit-sharing plans. The firm offers customized advice based on a combination of fundamental, technical, and cyclical analysis, managing both discretionary and non-discretionary accounts.

Benjamin Edmund is a financial advisor at Pasnau Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at 1610 Capital and Cronk Studios, where he operates a web design agency focused on building online stores for small businesses on Shopify. Pasnau Investment Management provides discretionary investment advisory services to individual and high-net-worth clients, developing tailored investment plans and managing portfolios across various asset classes with a client-specific approach that includes fundamental, technical, and cyclical analysis.

Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc., and has operated his own advisory business since 2010. In addition to his advisory role, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is a small SEC-registered advisory firm managing approximately $225.7 million for about 159 clients. The firm provides customized financial planning, discretionary portfolio management, and employee benefit plan services, using a combination of fundamental and technical methods tailored to individual client objectives.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

William Pasnau is the principal of PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led Pasnau Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary investment management and advisory services to individual and high net worth clients, managing approximately $114 million across about 203 accounts. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, emphasizing asset allocation and buy-and-hold strategies to manage risk.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Alps Distributors, Farther Finance Advisors, Candlewood Consulting Partners, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs individualized strategies based on client input and utilizes fundamental and technical analysis, offering a range of investment options including ETFs, mutual funds, and direct indexing.

Michael Perri is a financial advisor at Thrive Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, LPL Financial, Fidelity Investments, TD Ameritrade, and Merrill. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placements. The firm employs diversified model portfolios using ETFs, individual securities, and third-party managers, with regular reviews and rebalancing as part of its investment process.

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.