Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding 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.

Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.

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.

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.

Mark Phillips is the sole advisor at Harvested Financial, LLC, an independent firm based in Redding, CT. He holds a Series 65 designation and has 18 years of industry experience, including 14 years at Group One Trading, LP before founding Harvested Financial in 2020. Outside of his advisory role, he serves as a general partner and director for Harvested Digital Asset Management, overseeing administrative duties related to the fund's wind down. Harvested Financial provides discretionary portfolio management and consulting services to individual, registered investment advisor, and institutional clients. The firm combines quantitative analysis and asset allocation with active trading strategies, including options and digital asset management, and offers a subscription analytics product called “TheTape.”

Peter Salzman is the sole advisor at Salzman Financial Management LLC in Bethel, CT, holding a Series 65 designation with 21 years of industry experience. He has managed Salzman Financial Management since 2004 and has been active in the financial advisory field since 1997. Salzman Financial Management provides investment advisory services to individual and high-net-worth investors, as well as profit-sharing plans, focusing on portfolio management through mutual fund selection and assistance with account paperwork. The firm emphasizes diversified, passive mutual fund investments, monthly account monitoring, and quarterly performance reporting, managing approximately $44.4 million in client assets.

Ross Riskin is a financial advisor with Riskin Wealth Management, LLC in Newtown, CT. He holds the PFS™ designation and has six years of industry experience. In addition to his advisory role, Riskin is an owner and Vice President of a public accounting firm, Riskin & Riskin, PC, and serves as Chief Creative Officer of visiWealth, LLC, an educational content company. He also works as a Senior Strategy Advisor for the Investments & Wealth Institute and serves on the Advisory Council for the American Institute of Certified College Financial Consultants. Riskin Wealth Management provides investment management and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management and held-away account services. The firm emphasizes a Modern Portfolio Theory-based, primarily passive investment approach supplemented by fundamental and cyclical analysis, and offers specialized financial planning in education funding and employee benefit plan advisory.

Robert Swigert is a financial advisor at Goodstead with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP, Cityblock Health, Inc., and Brandon Point Industries, Inc. Swigert is also an adjunct lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College. Goodstead provides investment management and financial planning services to individual investors, trusts, foundations, endowments, estates, nonprofit organizations, and business entities. The firm employs a risk-budgeting framework that balances lower-risk and higher-risk strategies, combining quantitative models and fundamental analysis to manage accounts, often on a discretionary basis.

Kevin Shine is the principal advisor at Shine Financial Services, LLC, an independent firm based in Brookfield, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having founded Shine Financial Services in 2007. Shine Financial Services provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis, utilizing both long-term and short-term trading techniques, including short sales, options, and margin, tailored to client objectives. Its direct management of a private pooled fund and use of performance-based fee arrangements distinguish it from many independent advisors of similar size.

Robert Shohet is a financial advisor at RLS Financial Group, Inc. with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes long-term roles at firms such as Great American Advisors, Inc., PMG Securities Corporation, and The Guardian Life Insurance Co. In addition to advisory work, he operates as an insurance agent and provides consulting services as a sole proprietor. RLS Financial Group offers investment management, financial planning, and consulting services to a diverse client base including individuals, trusts, retirement plans, businesses, and government entities. The firm employs both active and passive investment strategies, combining multiple analytical approaches and proprietary market indicators, and is noted for its pension and actuarial consulting expertise as well as its use of performance-based fee arrangements for qualifying clients.

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.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at LPL Financial LLC and Wells Fargo Advisors. Outside of financial advising, he manages a self-serve laundry business in Thomaston, CT. Shehu Asset Management provides financial planning and discretionary portfolio management to individuals, small businesses, pensions, trusts, estates, charitable organizations, and corporations. The firm employs proprietary modeling tools to manage risk and position sizing, offering services tailored to client demographics and risk tolerance, with a focus on both individual and institutional clients.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

William Donaldson is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Donaldson Financial Wellness Network, LLC. He previously worked at Conscious Capital Wealth Management from 2015 to 2017. Outside of investment advisory, he provides divorce financial planning and mediation services, assisting clients with financial settlements and tax planning. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and works with third-party strategists to implement and monitor investment strategies rather than managing portfolios directly.

Lili Vasileff is a CFP® professional with 16 years of industry experience, operating through Wealth Protection Management, an independent advisory firm based in Woodbridge, CT. She has been involved with Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and expert testimony for litigation support. Wealth Protection Management serves individual clients and legal professionals by offering investment advisory and wealth protection services alongside a dedicated divorce financial planning practice. The firm employs a fee-only structure, emphasizes strategic asset allocation with a blend of passive and active investment strategies, and provides customized portfolio management tailored to each client’s objectives.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

Stephen Lupkas is a CFP® professional with 30 years of industry experience. He has been with Myfinancialpro, LLC since 2005, serving as its sole advisor. Myfinancialpro provides wealth management and standalone financial planning to individual and high-net-worth clients. The firm’s investment approach emphasizes strategic asset allocation with a long-term focus, combining fundamental, technical, and behavioral analysis alongside proprietary quantitative methods and selective use of derivatives.

Sean Sullivan is a financial advisor at Thrivealike LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lifeworks Advisors, Arete Wealth Management, and National Securities Corp. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Thrivealike LLC offers portfolio management, 401(k) plan management, and tiered financial planning subscription services to individuals and high-net-worth clients. The firm employs various investment strategies documented in client-specific Investment Policy Statements and integrates insurance products through its principal’s licensed insurance activities.