James Thibault

Robert Swigert is a financial advisor at Goodstead with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP, Cityblock Health, Inc., and Brandon Point Industries, Inc. Swigert is also an adjunct lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College. Goodstead provides investment management and financial planning services to individual investors, trusts, foundations, endowments, estates, nonprofit organizations, and business entities. The firm employs a risk-budgeting framework that balances lower-risk and higher-risk strategies, combining quantitative models and fundamental analysis to manage accounts, often on a discretionary basis.

David Rioux is the sole advisor at Rioux & Company, LLC, an independent firm based in Burlington, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having led his firm since 1996. Rioux & Company LLC provides discretionary portfolio management to individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and charitable organizations. The firm constructs portfolios using a range of instruments and employs derivative strategies with client consent, applying modern portfolio theory alongside fundamental and technical analysis.

Danielle Barbato is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Milestone Asset Management Group, LLC and has previously worked at New England Private Wealth Advisors, Amon & Associates, and Charles Schwab & Co., Inc. Barbato also serves as a notary public. Milestone Asset Management Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis in customized investment plans that include global equities, ETFs, and fixed income, and it offers both traditional management and Betterment Institutional platform advisory services.

Richard Lo Presti is a CFP® with 20 years of industry experience, currently serving as an advisor at Milestone Asset Management Group, LLC since 2018. His prior experience includes roles at Edward Jones and Baker Avenue Asset Management LP. Milestone Asset Management Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis to create individualized investment plans, emphasizing high-quality companies and targeted mid-cap opportunities while also providing plan services under ERISA 3(21) and 3(38).

Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.

Corrin Burke is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke serves as treasurer for the charity Love Has a Home. Successful Wealth Strategies works with individuals, business entities, trusts, estates, and retirement plans, offering financial planning, investment management, and qualified plan consulting. The firm emphasizes behavioral-first planning through Money Coaching and Business Archetype Coaching, focusing on diversified asset allocation and client education.