Monica Forbes

Timothy Baker is a CFP® with 16 years of industry experience and has been the sole advisor at WealthShape LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Windsor, CT. WealthShape LLC is an independent, fee-only firm providing investment management and financial planning to individuals, families, and institutional clients, including ERISA retirement plans. The firm uses long-term academic research and Modern Portfolio Theory to build globally diversified portfolios and offers fiduciary services such as 3(21) and 3(38) consulting for retirement plans.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Eduardo Gonzalez Lopez is the sole advisor at Edgon Advisory LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Innovation Partners LLC from 2013 to 2017 and has been associated with EDGON Financial LLC since 2009. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Edgon Advisory provides portfolio management and investment advisory services primarily to pooled vehicles and institutional clients, while also serving individuals, high-net-worth clients, private offices, and business entities. The firm employs a range of analytical methods and investment strategies, including long-term investing, short-term trading, options, and allocations to real estate funds, private placements, and venture capital, operating under both discretionary and non-discretionary mandates.

John Koons is the sole advisor at JK Private Wealth, LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1997 to 2019 before founding his current firm in 2019. Outside of advisory work, he is a licensed insurance agent involved with fixed annuities and life insurance through multiple agencies. JK Private Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a diverse investment approach using fundamental, technical, and quantitative methods, offering tailored asset management and sub-advisory relationships with ongoing portfolio monitoring and rebalancing.

Philip Nassau is a CFP® professional with 36 years of experience in the financial industry. He has been the sole advisor at Nutmeg Capital Advisors, LLC since 2005. Nutmeg Capital Advisors provides discretionary portfolio management and comprehensive financial planning to individual investors, trusts, and estates. The firm employs a combination of fundamental and technical analysis along with both buy-and-hold and short-term trading strategies, including the use of margin and covered-call option writing.

David Chieco is the principal of Chieco Capital Management, LLC, an independent advisory firm based in Glastonbury, CT. He holds the CFA® designation and has 16 years of industry experience, leading his firm since 2009. In addition to investment advisory services, he is a licensed CPA in New Jersey and provides federal and state income tax preparation for individuals and trusts, primarily performed outside normal trading hours. Chieco Capital Management is a fee-only registered investment adviser serving individuals, trusts, and estates with financial planning, asset management, hourly consulting, and stand-alone tax services. The firm employs a long-term strategic asset allocation approach using low-cost, passively managed index funds and ETFs, emphasizing a buy-hold-and-rebalance discipline, with investment policy statements reviewed at least annually.