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.

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.

Joseph Padellaro is a financial advisor at Northmont Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Citibank and J.P. Morgan. He is also involved with Northmont Capital Management Inc., an exempt reporting advisor managing two private 3(c)(1) vehicles. Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and predominantly passive investment strategies, offering customized investment policy statements and portfolio oversight as a solo advisory practice.

Edward Toole is a CFP® professional with one year of industry experience. He is the sole advisor at Toole Financial, an independent advisory firm based in Longmeadow, MA. Prior to founding Toole Financial, he spent ten years working with the YMCA Retirement Fund. Toole Financial provides fee-only, project-based and ongoing financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored planning and education, with a focus on Modern Portfolio Theory and passive, asset-allocation recommendations, serving clients without discretionary portfolio management or custody.

Matthew Hill is the principal and sole advisor at Optimum Financial LLC, a state-registered investment adviser based in Wethersfield, CT. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 13 years with PlanMember Securities Corporation and over two decades operating his own CPA practice. Hill is also a licensed independent insurance agent. Optimum Financial LLC provides discretionary and non-discretionary managed account services and financial planning to individuals and high-net-worth clients. The firm employs a variety of portfolio construction methods and offers tailored investment advice, with a distinctive combination of accounting and insurance services alongside its advisory offerings.

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.

James Rice is a CFA® charterholder with 19 years of industry experience and is the sole advisor at JQR Capital Management, LLC, an independent advisory firm based in West Hartford, CT. He has led JQR Capital Management since 2014. Outside of his advisory work, he coaches Alpine skiing on weekends during the season at Butternut Basin, Inc. in Great Barrington, MA. JQR Capital Management serves individual investors, employer plan sponsors, and institutional clients by providing discretionary investment management, financial planning, and employee benefit plan consulting. The firm uses a client-specific investment policy with a primarily passive asset-allocation approach supplemented by active fundamental research.

Hugo Soares is a CFA® charterholder affiliated with Navigator Financial LLC, with over 15 years of experience in the financial services industry. His prior roles include positions at Talcott Financial Group and The Hartford. Outside of his advisory work, he manages several rental properties as a sole proprietor. Navigator Financial provides fee-only financial planning and investment management to individuals, trusts, and estates. The firm emphasizes individualized asset allocation and comprehensive planning, operating under a fiduciary standard without commissioned products.

James Russell is a financial advisor at Strategic Investment Planning LLC with 15 years of industry experience. He holds a Series 66 designation and also serves as a shareholder and CPA at Russell & Company CPA, P.C., where he performs management duties and acts as a trustee of client trusts. Strategic Investment Planning LLC provides investment advisory services primarily to pooled investment vehicles and institutional accounts, employing fundamental analysis and a preference for simple, low-cost, diversified strategies. The firm’s affiliation with a certified public accounting practice is notable among investment managers.

Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.

John Porriello is the sole advisor at Lifeline Financial, LLC in Wethersfield, CT, holding a Series 63 designation with 26 years of industry experience. He has been with Lifeline Financial since 1995. In addition to advisory services, he is licensed as an insurance agent for life, health, disability, and long-term care insurance. Lifeline Financial provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on asset allocation, mutual fund and ETF analysis, and a long-term purchase approach.

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.

Stephen Mulhall Jr. is the sole advisor and owner of SKM Wealth Management, LLC, an independent registered investment adviser based in Wethersfield, CT. He holds a Series 66 credential and has 19 years of industry experience, including roles at Charles Schwab and Citizens Private Wealth. Mulhall also maintains an insurance license and sells insurance products as a separate business activity. SKM Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs strategic and tactical asset allocation strategies and may engage third-party sub-advisors while maintaining direct client relationships.

Deborah King is a financial advisor at Asset Management Associates with 24 years of industry experience. She holds the Series 65 designation and has been affiliated with Springfield Technical Community College since 2001. Asset Management Associates provides portfolio management and financial advisory services to individual investors and smaller institutional clients, including charitable organizations, foundations, and endowments. The firm emphasizes asset allocation through a combination of fundamental and technical analysis, utilizing highly liquid investment vehicles and maintaining a generally long-term, buy-and-hold approach with tactical adjustments as needed.

Mary Dee is a financial advisor with WPG Advisory Group, LLC, holding a Series 65 designation and 14 years of industry experience. She has been with WPG Advisory Group since 2015 and is also associated with Wealth Preservation Group. Mary maintains an insurance practice alongside her advisory role. WPG Advisory Group provides financial planning and advisory services primarily to individuals and high-net-worth clients, focusing on areas such as financial objectives, cash flow management, tax planning, retirement, and estate planning. The firm acts as a referral advisor, connecting clients to third-party money managers and coordinating advice and implementation without directly managing client assets.

Jack Brown is a financial advisor at Morgan House Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Belmont Asset Management, Ameriprise Financial Services, and The Prudential Insurance Company of America. Outside of advising, he manages rental properties through separate real estate development activities. Morgan House Capital, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates under a fiduciary standard. The firm employs both fundamental and technical analysis to construct portfolios using stocks, ETFs, mutual funds, and bonds, focusing on a long-term approach with tactical adjustments as needed.

Brian Elmer is the principal of BE Investment Management in Farmington, CT, holding a Series 65 designation with 21 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2021 and founded BE Investment Management in 2013. BE Investment Management is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm manages approximately $6 million in client assets, offering customized portfolio management that includes equities, mutual funds, ETFs, and fixed-income securities, using a combination of fundamental, technical, and cyclical analysis tailored to client objectives.

Joel Kosovsky is a CFP® and PFS™ with 27 years of experience in financial services. He is the principal and sole advisor at Horizon Financial Advisors, LLC, an independent firm based in West Hartford, CT. Kosovsky also manages two CPA firms, Kosovsky and Company CPAs and Consultants, LLC and KPS & Company, LLC. Horizon Financial Advisors serves a small client base with asset management, financial planning, and pension and profit-sharing plan consulting. The firm manages portfolios primarily on a non-discretionary basis, using a combination of strategic and tactical asset allocation, model portfolios, and fundamental and technical analysis.