Daniel C Duffey

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

John Koons is the sole advisor at JK Private Wealth, LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1997 to 2019 before founding his current firm in 2019. Outside of advisory work, he is a licensed insurance agent involved with fixed annuities and life insurance through multiple agencies. JK Private Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a diverse investment approach using fundamental, technical, and quantitative methods, offering tailored asset management and sub-advisory relationships with ongoing portfolio monitoring and rebalancing.

David Chieco is the principal of Chieco Capital Management, LLC, an independent firm based in Glastonbury, CT. He holds the CFA® designation and has 17 years of industry experience. Chieco has led his firm since 2009 and is also a licensed CPA in New Jersey, providing tax preparation services for individuals and trusts outside of regular trading hours. Chieco Capital Management, LLC is a fee-only registered investment adviser offering personalized financial planning, asset management, and standalone tax preparation and consulting to individuals, trusts, and estates. The firm employs a long-term, passively managed approach based on Modern Portfolio Theory, utilizing globally diversified index mutual funds and ETFs with a buy-hold-rebalance strategy.

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

Richard Shaw is the sole advisor at QVM Group LLC, an independent investment advisory firm based in South Glastonbury, CT. He holds 19 years of industry experience and has led QVM Group since 2001. Shaw also publishes investment-related articles on Seeking Alpha, earning readership royalties. QVM Group serves individual investors, generally aged 50 to 80, who focus on risk control, capital preservation, and income. The firm offers portfolio management and investment coaching, using a blend of fundamental, macro, and technical analysis with a preference for diversified, rules-based ETFs and limited direct holdings, while employing a flat monthly fee model rather than percentage-of-assets billing.

Kevin Lucey is the sole advisor at Lucey Investment Management, LLC, an independent firm based in Glastonbury, CT. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2006. Lucey Investment Management is a fee-only registered investment adviser serving primarily individual investors, high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $58 million in assets, providing both discretionary and non-discretionary portfolio management with a focus on fundamental analysis enhanced by technical and cyclical methods, including the use of option-based derivatives.