Lori Christensen

John Bubello is a CFP®-designated financial advisor with 20 years of industry experience. He is the principal at Compass Retirement, LLC, an independent firm he has led since 2011. Prior to founding Compass Retirement, he worked at Everlist, LLC from 2014 to 2017. Outside of his advisory role, he manages an income-producing real estate entity as a part-time activity. Compass Retirement, LLC serves individuals and high-net-worth clients with customized financial planning and discretionary portfolio management, as well as consulting services for retirement plan sponsors. The firm employs a diversified, asset-class allocation approach guided by Modern Portfolio Theory and focuses on retirement-plan clients, advising approximately $167 million in retirement-plan assets.

I work with two types of clients: small business owners who need financial clarity, and families who want to make smarter decisions with their wealth. For business owners, I act as a Fractional CFO—helping you understand your numbers, improve cash flow, plan for taxes, and make better strategic decisions. Most owners don’t fail because of a lack of effort—they struggle because they’re making big decisions without a clear financial framework. That’s where I come in. For families, I serve as a long-term financial partner. Whether you're approaching retirement, building wealth, or navigating a major life transition, I help you align your investments, tax strategy, and long-term goals into one cohesive plan. At the end of the day, my job is to help you see clearly, act confidently, and build a life that actually works—not just one that looks good on paper.

Dennis O'Connor is the sole advisor at Brae Head, Inc. in Essex, CT, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Brae Head, Inc. since 1997. Brae Head, Inc. provides fee-only, discretionary portfolio management and basic financial planning to individuals, families, trusts, businesses, and retirement plans, including charitable organizations. The firm uses a disciplined, systematic investment process based on Modern Portfolio Theory and actively manages diversified equity and fixed-income portfolios, serving a relatively small client base with approximately $82 million in assets under management.

Richard Nichols is a financial advisor at Dewitt Capital Management LLC with 30 years of industry experience. He holds a Series 65 designation and has been with Dewitt Capital Management since 1995. Dewitt Capital Management provides personalized financial planning and investment management services to individuals, trusts, and estates. The firm operates on a fee-only basis, managing accounts on a discretionary basis using a variety of investment strategies and emphasizes comprehensive reviews of clients’ broader financial affairs.

Lawrence Kaplan is a financial advisor at Summit Investment Management, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Summit since 2009. Kaplan is also a licensed insurance agent in Lyme, CT, selling insurance products alongside his advisory work. Summit Investment Management provides individualized investment advisory and consulting services to individuals, including high net-worth clients, using tailored portfolios that may include stocks, bonds, mutual funds, ETFs, and private securities. The firm’s investment approach is based on fundamental analysis and asset-allocation principles, offering ongoing asset management, financial planning, and consulting engagements.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.