David Morgan Schubach

Jeffrey Stock is a financial advisor at Stock Financial and Retirement Solutions with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Realta Equities, Inc. and Caitlin John, LLC. Stock Financial and Retirement Solutions offers portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement accounts. The firm uses a range of investment approaches including fundamental and quantitative analysis, and provides both discretionary account management and standalone financial planning services.

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.

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.

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.

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 a CFP® with 46 years of industry experience, currently serving as president of Key Financial Concepts, Inc. He has worked at Key Financial Concepts since 1987 and previously spent nine years with SagePoint Financial. Jesanis also holds a Series 63 license and is an insurance agent involved in insurance sales and income tax preparation. Key Financial Concepts, Inc. provides financial planning and investment advisory services primarily to individual and high-net-worth clients, as well as certain pension, charitable, and corporate clients. The firm manages client assets on a non-discretionary basis using risk-tolerance questionnaires, asset allocation modeling, and portfolio optimization, with a focus on long-term mutual fund allocations and a combination of fundamental and technical analysis.