Jessica Callahan

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.

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.

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.

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.