David Winer

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.

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.

Norman Kramer is the principal of Norman Kramer Investments, Inc. in Westport, CT, holding a Series 65 designation with 20 years of industry experience. He has led his own firm since 2001 and previously worked at Gilshire Corp. for over four decades. Norman Kramer Investments, Inc. is an independent registered investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm constructs portfolios using a range of securities and trading strategies tailored to client objectives and risk tolerance, focusing on a relatively small client base with concentrated assets under management.

Patrick Byrne is a financial advisor at Aspetuck Financial Management LLC in Fairfield, CT, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Aspetuck Financial Management since 2005. Aspetuck Financial Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, and corporate clients. The firm uses a macro-driven, risk-managed portfolio approach based on Modern Portfolio Theory, offering diversified strategies across various asset classes and is notable for publicly disclosing performance results and providing ERISA 3(38) plan management and participant education.