Daniel Charles Massucci

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Daniel Massucci is a CFP® with 26 years of industry experience, currently affiliated with FCIG Wealth Management, LLC. He previously worked at Commonwealth Financial Network for nine years and has operated his own firm, Massucci & Associates, LLC, since 1987. Outside of advising, he provides business consulting services through Massucci & Associates and serves as a trustee and executor in non-investment related matters. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering wealth management with discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and conducts regular account reviews.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

Collin Soucy is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior roles include work as an independent Medicare insurance agent and involvement with Educational Workshops LLC. Outside of advisory activities, he is engaged with Educational Workshops LLC, which suggests a focus on client education. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by a network of independent advisers.