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.

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.

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.