Jonathan Stuart Yolles

Edmund Michniewicz is the sole advisor at Longvue Capital Management in Granby, CT, where he has worked since 2003. He has 23 years of industry experience. Longvue Capital Management is an independent, fee-only investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm focuses on equity-oriented accounts using a mix of historical, macroeconomic, technical, and fundamental analysis to assess market risk and adjust portfolio allocations accordingly, employing defensive cash positions and bear-market ETFs while avoiding margin, short sales, and option-writing strategies.

Kelly Ennis is a CFP® and ChFC® with 10 years of industry experience. She is the sole advisor at Infinity Financial Strategies, LLC, where she has worked since 2017. Prior to that, she was affiliated with U.S. Financial Advisors, LLC and LPL Financial LLC from 2015 to 2017. Infinity Financial Strategies serves individual clients at various wealth levels as well as corporations and retirement-plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside passive index vehicles, and offers a range of services including educational seminars, retirement plan fiduciary roles, and estate planning assistance through third-party technology.

Leonard Del Gallo Jr. is a Certified Financial Planner® with 26 years of industry experience and the principal of Del Gallo Financial Services, LLC, an independent advisory firm he founded in 1999. He holds Series 63 and 65 licenses and is involved in real estate brokerage and financial education, including curriculum design for the College for Financial Planning. Del Gallo Financial Services provides portfolio management, financial planning, pension consulting, and trust referral services to individuals, plans, trusts, and institutions. The firm manages client portfolios on a non-discretionary basis with an emphasis on asset allocation across mutual funds, ETFs, and selected securities, while also sponsoring educational seminars and offering insurance products through an affiliated agency.

Patricia Kane is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She founded Kane Financial Planning in 2016, where she serves as the sole advisor. Outside of her advisory role, she chairs an investment committee for a nonprofit organization. Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a long-term, globally diversified investment approach using tax-efficient, low-cost vehicles and offers educational seminars and workshops that are non-sales in nature.

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 Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.