Daniel Portnoy

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CIG Securities, CIG Asset Management Inc., CIG Capital Advisors, Rueone Investments, and Federal St. Partners. Outside of his advisory role, he maintains a fixed insurance sales and service business. Euclid Harding provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach across a diversified range of securities and offers specialized services including ERISA 3(21) retirement-plan advisory.

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

Charles Shipman is a financial advisor at Blue Keel Financial Planning in Westport, CT, with 13 years of industry experience. He holds a Series 66 designation and has been with Blue Keel Financial Planning since 2014. In addition to his advisory work, he is involved in a music royalty business, Lakshmi Puja Music Ltd, which he has operated since 2006. Blue Keel Financial Planning serves individual clients, small businesses, and trusts, offering financial planning, portfolio management, and business consultation. The firm employs a Core + Satellite investment approach, combining low-cost indexed core holdings with actively managed satellite positions tailored to client goals and risk tolerance, and provides educational workshops and business-management services alongside its investment offerings.