Michelle Gallagher

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.

Daniel Massucci is a CFP® with 25 years of industry experience, currently serving at FCIG Wealth Management, LLC. He is the owner of Massucci & Associates, LLC, a private entity providing business consulting services, and also works as a CPA for FCIG Global to facilitate accounting services. Additionally, he serves as a trustee and executor in a non-client capacity. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes the use of third-party managers following Modern Portfolio Theory and maintains a distinct service approach that excludes wrap fee programs and proxy voting authority.

Daniel Massucci is a Series 65-licensed advisor at FCIG Wealth Management, LLC with experience dating back to 2010 through his work with Massucci & Associates, LLC. He has held roles at various firms including Isoplexis, AtlasXomics, and Spatomics. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and businesses, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes third-party manager recommendations based on due diligence and applies Modern Portfolio Theory alongside a long-term trading approach.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Kenneth Silva Ballard is a financial advisor with First Affirmative Financial Network LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Communitas Financial Planning PBC, Summit Financial, LLC, and Cambridge Investment Research, Inc. Outside of finance, he is the owner and operator of Chef Pro Life, a restaurant consulting and training business. First Affirmative Financial Network serves individuals, trusts, estates, nonprofits, and retirement plans nationwide, managing approximately $956 million in assets through 14 advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary impact solutions and stewardship services.

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with a Series 65 designation and over eight years of experience in the financial services industry. His prior roles include positions at PwC, Marcum Wealth, LLC, and Massucci & Associates, LLC. FCIG Wealth Management provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a delegated investment model by appointing sub-advisors to manage portfolios based on documented client objectives, risk tolerance, and time horizon.