Laura Simon

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.

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.

Mansoor Ahmad is a financial advisor with Global Hill Wealth Advisors LLC in Monroe, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMorgan Chase. He is also a licensed insurance agent involved in insurance sales on a part-time basis. Global Hill Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental and technical analysis, constructing portfolios tailored to client goals using ETFs, equities, mutual funds, and bonds.

Brian Walsh is the sole advisor at B.P. Walsh and Co., LLC, an independent registered investment adviser based in Branford, CT. He holds Series 63 and Series 65 designations and has 23 years of industry experience, having founded the firm in 2002. B.P. Walsh and Company manages approximately $11.1 million in discretionary assets for a select client base including high-net-worth individuals and fiduciaries for pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm employs a value-oriented investment approach that integrates fundamental and technical analysis with in-house research, focusing on long-term appreciation or income through a variety of securities, with all account reviews and investment research conducted personally by Mr. Walsh.

Leeland Gray is the sole advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at First Allied Securities, Inc. since 2008 and has been with Green Pastures Wealth Management since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages assets using two proprietary model families—Defensive Growth, which employs active mutual fund allocations with market timing, and All Weather, which uses a strategic, index-based approach with long-term rebalancing.