Benjamin R Tomczak

Jeffrey Stock is a Series 65-licensed advisor with Stock Financial and Retirement Solutions in Somers, CT. He has one year of industry experience and previously worked at Realta Equities, Inc. and AXA Life and Health Reinsurance US. Stock Financial and Retirement Solutions provides portfolio management and financial planning services primarily to individual and high-net-worth clients, including retirement accounts. The firm utilizes multiple analytical methods and offers both discretionary account management and standalone financial planning services.

Edward Toole is a CFP® professional with one year of industry experience. He is the sole advisor at Toole Financial, an independent advisory firm based in Longmeadow, MA. Prior to founding Toole Financial, he spent ten years working with the YMCA Retirement Fund. Toole Financial provides fee-only, project-based and ongoing financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored planning and education, with a focus on Modern Portfolio Theory and passive, asset-allocation recommendations, serving clients without discretionary portfolio management or custody.

Money is frequently a top stressor, especially for those who are trying to build wealth or LGBTQ+. Pink Planning’s mission is to make financial planning feel relevant, judgement free, and easy to understand. This means no jargon, no asset minimums, no product pushing. Your financial plan is customize to you with your goals at the center. Pink Planning is a fee-only firm providing financial advice and investment management to individuals and families, while upholding the fiduciary standard. Simply put, we act in your best interest at all times.

Peter Jesanis is the president of Key Financial Concepts, Inc., an independent advisory firm based in Vernon, CT. He holds the CFP® designation and a Series 63 license, with 45 years of industry experience. His career includes roles at SAGEPOINT FINANCIAL and OSAIC, in addition to founding and leading Key Financial Concepts since 1987. Jesanis is also involved in income tax preparation and insurance sales. Key Financial Concepts provides financial planning and investment advisory services to individual, pension, charitable, and corporate clients. The firm delivers non-discretionary portfolio management using risk tolerance assessments, asset allocation models, and a combination of fundamental and technical analysis, with services integrated through the Osaic OneHub platform and supplemented by insurance and tax preparation offerings.

Sarah Maskill is a CFP® with 18 years of experience in financial planning and investment advice. She has been the principal advisor at Financial Answers, LLC since 2012. The firm provides fee-only, as-needed financial planning, education, and non-discretionary investment advice primarily to individual clients. Financial Answers, LLC emphasizes education and workshops, follows a long-term buy-and-hold investment philosophy using both passive and active strategies, and operates on hourly or fixed fee arrangements without accepting client assets or charging based on assets under management.

Deborah King is a financial advisor at Asset Management Associates with 24 years of industry experience. She holds the Series 65 designation and has been affiliated with Springfield Technical Community College since 2001. Asset Management Associates provides portfolio management and financial advisory services to individual investors and smaller institutional clients, including charitable organizations, foundations, and endowments. The firm emphasizes asset allocation through a combination of fundamental and technical analysis, utilizing highly liquid investment vehicles and maintaining a generally long-term, buy-and-hold approach with tactical adjustments as needed.