Leo Goodin

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.

Sarah Maskill is a CFP® with 18 years of experience in financial planning and investment advice. She has been the principal advisor at Financial Answers, LLC since 2012. The firm provides fee-only, as-needed financial planning, education, and non-discretionary investment advice primarily to individual clients. Financial Answers, LLC emphasizes education and workshops, follows a long-term buy-and-hold investment philosophy using both passive and active strategies, and operates on hourly or fixed fee arrangements without accepting client assets or charging based on assets under management.

William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

James Desrocher is a financial advisor at Keynote Financial Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services since 2015. Keynote Financial Services primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, trusts, estates, and employer plans. The firm manages approximately $182 million on a discretionary basis and employs a core-and-satellite investment approach combining long-term asset allocation with opportunistic growth strategies.

Kent Zahner is a financial advisor with Keynote Financial Services, LLC in Vernon, CT, holding a Series 65 designation and 21 years of industry experience. He has been with Keynote Financial Services since 2004 and previously worked at Magdefrau, Renner & Ciaffaglione LLC, CPA's. Mr. Zahner is a licensed CPA but no longer practices accounting. Keynote Financial Services primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, trusts, estates, and employer plans. The firm manages approximately $182 million on a discretionary basis and employs a core-and-satellite investment approach combining long-term asset allocation with opportunistic growth strategies.