Katharine Elizabeth Coppola

Laura Simon is a financial advisor with Capital Trust and Associates LLC in Woodbridge, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Capital Trust and Associates since 2013. Outside of her advisory role, she is an independent insurance agent licensed to sell long-term care insurance in Connecticut. Capital Trust and Associates serves individual, high-net-worth, pension plan, and corporate clients with portfolio management, wealth management, and financial planning services. The firm emphasizes written Investment Policy Statements, diversified asset allocation, and a combination of fundamental and technical analysis, utilizing SEI platform models and third-party managers to tailor portfolios.

Patrick Byrne is a financial advisor at Aspetuck Financial Management LLC in Fairfield, CT, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Aspetuck Financial Management since 2005. Aspetuck Financial Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, and corporate clients. The firm uses a macro-driven, risk-managed portfolio approach based on Modern Portfolio Theory, offering diversified strategies across various asset classes and is notable for publicly disclosing performance results and providing ERISA 3(38) plan management and participant education.

Donato Rosales is a financial advisor with Rosales Wealth Group LLC in Shelton, CT. He holds the Series 66 designation and has five years of industry experience, including prior roles at Prudential Financial Planning Services and LPL Enterprise. Outside of his advisory work, he is also a licensed insurance agent associated with the Connecticut Health Enrollment Center Co. Rosales Wealth Group LLC is a single-advisor independent firm serving individuals and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm uses a primarily long-term investment approach comprising low-cost mutual funds and ETFs, with the option to include individual securities or independent managers, while also maintaining an affiliated insurance agency.

Richard Hutchinson is a CFP® with 17 years of industry experience and has been operating Dick Hutchinson Registered Investment Advisor since 1992. He also founded Summit Investor Coach, LLC in 2010 and serves as a board member of the Mary Wade Nursing Home, a nonprofit organization in New Haven, CT. His firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm emphasizes written investment policy statements and non-discretionary portfolio management, often integrating investment management with financial planning engagements.

Kevin Nunez is a financial advisor at NJK Wealth Management with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Merrill Lynch. NJK Wealth Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term orientation, focusing on a defined set of instruments including mutual funds, fixed income, ETFs, real estate funds, venture capital funds, and private placements.

David Van Osdol is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to understand their unique financial goals and needs, developing tailored strategies to help pursue those objectives. His professional experience spans over two decades, including positions as a Financial Planning Specialist at Ameriprise from 2019 to 2021, Registered Representative at Cetera Advisors from 2018 to 2019, and Financial Advisor and Portfolio Manager at Smith Barney (Morgan Stanley) from 1998 to 2008. This extensive background provides him with a broad perspective on financial planning and portfolio management. David emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. No additional information on education, credentials, personal interests, or community involvement was provided.