Jill Lanese

Laura Simon is a financial advisor with Capital Trust and Associates LLC in Woodbridge, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Capital Trust and Associates since 2013. Outside of her advisory role, she is an independent insurance agent licensed to sell long-term care insurance in Connecticut. Capital Trust and Associates serves individual, high-net-worth, pension plan, and corporate clients with portfolio management, wealth management, and financial planning services. The firm emphasizes written Investment Policy Statements, diversified asset allocation, and a combination of fundamental and technical analysis, utilizing SEI platform models and third-party managers to tailor portfolios.

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.

Donato Rosales is a financial advisor at Rosales Wealth Group LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Financial Planning Services, Pruco Securities, People's United Bank, and Thomaston Savings Bank. Outside of his advisory role, he is also a licensed insurance agent involved with the Connecticut Health Enrollment Center Co. Rosales Wealth Group is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, wealth management, and financial planning services. The firm’s investment approach emphasizes long-term strategies using diversified, low-cost mutual funds and ETFs, supplemented by individual equities and tactical trades, and includes oversight of unaffiliated independent managers.

Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.

Kevin Nunez is a financial advisor at NJK Wealth Management in Fairfield, CT, holding a Series 66 designation with approximately six years of industry experience. His prior roles include positions at Morgan Stanley and Merrill Lynch. NJK Wealth Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term focus, offering advice on mutual funds, fixed income, ETFs, real estate funds, venture capital funds, and private placements.

Peter Kihara is a financial advisor at Fortress Financial Management with a Series 65 designation and no prior industry experience. He has worked at Fortress Accounting since 2020 and at Security Acquisition Partners since 2007. He is also a 50% owner of an affiliated accounting practice. Fortress Financial Management provides discretionary investment management and project-based financial planning to individuals, small business owners, and small-business retirement plans. The firm uses a proprietary fundamental-analysis methodology and a tax-aware, long-term buy-and-hold approach, typically exercising full discretionary authority and conducting formal portfolio reviews quarterly.