Jonathan James Bartlett

Founded in 1997, Spencer Clarke LLC is a research-based full-service brokerage and investment banking firm headquartered in New York City. The firm offers a full range of services including: equities, fixed-income securities, mutual funds, portfolio and asset allocation, banking and fee-based managed accounts. For clients with a substantial net worth, they also offer a wide range of products and services including access to IPO and secondary stock offerings as well as the ability to participate in private placements. The valuation methods that Spencer Clarke uses are traditional and are based on such commonly utilized metrics as earnings, sales, EBITDA and free cash flow both on an absolute and relative basis. The research team employs a combination of macro-economic, fundamental and technical analysis. They also provide tactical asset allocation and investment diversification services. They perform research on individual equities among multiple, sectors, markets and indexes.

Northstar Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in West Hartford, Connecticut. It was founded by Robert (Bob) Laraia in 2014. The firm provides a wide array of investment advisory services to individuals and high net-worth Individuals, trusts, estates or charitable organizations, retirement plans, and corporations, LLCs and/or other business types. They also provide services on a wrap fee basis as a wrap program sponsor.

RDM Financial Group, Inc. operates as an investment advisory firm. Its services include financial planning, estate planning, asset allocation and insurance. The company was founded by Ron Weiner in 1990 and is headquartered in Westport, CT.