Morris Armstrong

Clifford Straub is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC and has been with the firm as well as WRP Investments Inc since 2006. Straub serves as a trustee for the Middletown Rotary Club Scholarship Trust and has been a member of the Middlesex United Way Board of Directors since 2005, participating on its executive, finance, and investment committees. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm employs a disciplined asset allocation approach emphasizing global diversification and risk management, primarily offering non-discretionary advisory relationships without accepting commissions or custody of client assets.

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.

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

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.

Lynn Verrilli is a financial advisor at Affinity Financial Solutions, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fairport Capital, Inc. and Affinity Financial Solutions since 2009. In addition to her advisory role, she operates a separate business, Advanced College Funding Solutions, LLC, which provides college preparation services including ACT/SAT prep, scholarship and grant assistance, college search, and career counseling. Affinity Financial Solutions offers advisory and financial counseling services to individuals, families, trusts, closely held businesses, 401(k) plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to select mutual funds, primarily within specific fund families, and generally manages allocations with discretionary authority.

David Norris is a CFA® charterholder with 16 years of industry experience. He has been with Ladd Capital Management LLC since 2009. Ladd Capital Management is a fee-only investment management firm serving individuals and institutional clients such as trusts, pension plans, banks, and charitable organizations. The firm tailors asset mixes based on client objectives and uses a combination of fundamental, technical, and cyclical analysis, excluding leveraged or inverse ETFs from client portfolios.