Thomas Hall

Latimer Eddy is a CFP® professional with 21 years of industry experience, operating under his firm L. B. Eddy since 1993. The firm provides fee-only investment management and occasional financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. L. B. Eddy manages approximately $15.7 million across nine discretionary client accounts, focusing on a strategic asset allocation approach with global diversification, utilizing primarily no-load or low-load mutual funds, ETFs, stocks, and bonds. The firm is not accepting new clients and is actively transitioning existing relationships while continuing to manage current accounts on a discretionary basis.

Steven Hyman is a financial advisor with Creative Funding Corporation in Bloomfield, CT, holding a Series 63 designation and over 40 years of industry experience. He has been with Creative Funding Corporation since 1985. Outside of his advisory role, he is a licensed independent life and health insurance agent. Creative Funding Corporation provides discretionary portfolio management, retirement and investment planning, and broader financial planning services primarily to individuals, small businesses, trusts, and charitable organizations. The firm serves a client base that includes many schoolteachers and state employees, delivering tailored investment solutions through a process combining fundamental analysis with proprietary macroeconomic indicators.

Kelly Ennis is a CFP® and ChFC® with 10 years of industry experience. She is the sole advisor at Infinity Financial Strategies, LLC, where she has worked since 2017. Prior to that, she was affiliated with U.S. Financial Advisors, LLC and LPL Financial LLC from 2015 to 2017. Infinity Financial Strategies serves individual clients at various wealth levels as well as corporations and retirement-plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside passive index vehicles, and offers a range of services including educational seminars, retirement plan fiduciary roles, and estate planning assistance through third-party technology.

Patricia Kane is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She founded Kane Financial Planning in 2016, where she serves as the sole advisor. Outside of her advisory role, she chairs an investment committee for a nonprofit organization. Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a long-term, globally diversified investment approach using tax-efficient, low-cost vehicles and offers educational seminars and workshops that are non-sales in nature.

Timothy Baker is a CFA charterholder with 27 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, Symmetry Partners, and Blackrock Investments. Metric Financial serves individual and institutional clients, including high-net-worth individuals, family offices, and charitable organizations. The firm employs a primarily passive investment approach using low-turnover index funds and ETFs, integrating financial planning and portfolio supervision with an option for ongoing subscription-based planning services.

Ashley Brown Bairos is a financial advisor at Bright Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services, Baystate Financial, and Northwestern Mutual, among other firms. Outside of her advisory role, she serves as a head hockey coach during the season and holds a finance manager position at Bright Group LLC. Bright Advisors, established in 2024, provides investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm utilizes a client-centered process with customized Investment Policy Statements and implements portfolios through various managed account structures, third-party managers, and tax-smart strategies.