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.

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.

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.

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

Peter Jesanis is the president of Key Financial Concepts, Inc., an independent advisory firm based in Vernon, CT. He holds the CFP® designation and a Series 63 license, with 45 years of industry experience. His career includes roles at SAGEPOINT FINANCIAL and OSAIC, in addition to founding and leading Key Financial Concepts since 1987. Jesanis is also involved in income tax preparation and insurance sales. Key Financial Concepts provides financial planning and investment advisory services to individual, pension, charitable, and corporate clients. The firm delivers non-discretionary portfolio management using risk tolerance assessments, asset allocation models, and a combination of fundamental and technical analysis, with services integrated through the Osaic OneHub platform and supplemented by insurance and tax preparation offerings.

Kevin Lucey is the sole advisor at Lucey Investment Management, LLC, an independent firm based in Glastonbury, CT. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2006. Lucey Investment Management is a fee-only registered investment adviser serving primarily individual investors, high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $58 million in assets, providing both discretionary and non-discretionary portfolio management with a focus on fundamental analysis enhanced by technical and cyclical methods, including the use of option-based derivatives.

Raymond Serra Jr. is a financial advisor with Narrow Path Guidance, LLC and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and previously worked at Royal Alliance Associates, Inc., Richard A. Norkun & Associates, LLC, and FSC Securities Corporation. In addition to his advisory work, he is a CPA and member of Serra & Associates LLC, an accounting practice, and serves as a pastor, elder, and secretary at Christ Community Church. Narrow Path Guidance provides financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. The firm emphasizes a passive, diversified investment approach focused on low cost and tax efficiency, primarily recommending indexed mutual funds and ETFs, and delivers investment advice through consultation rather than discretionary management.

James Barchiesi is a financial advisor with Polymath Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is the chairman and founder of Worksite Ventures, Worksite Capital Partners, LP, a limited partnership, and is a member of Innovation Garden, LLC, which invests in early-stage companies. Additionally, he serves as the executive director of the U.S. Immigration & Customs Enforcement Foundation, overseeing its foundation endowment. Polymath Capital Advisors, LLC provides discretionary and non-discretionary investment advisory and sub-advisory services to individuals, high-net-worth clients, family offices, retirement plans, and institutional investors. The firm offers integrated financial planning and related services and employs a diversified investment approach combining U.S. equities, fixed income, ETFs, alternative assets, and algorithmic model portfolios.

James Lagace is a financial advisor at Spurstone with a Series 66 designation and three years of industry experience. His prior roles include positions at RightCapital, Inc., Cetera Advisor Networks, and Royal Alliance Associates, Inc. Spurstone provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as related entities such as trusts, corporations, and retirement plans. The firm specializes in business-owner advisory services, including concentrated stock management, executive compensation strategies, and business exit planning.

Daniel Remigino is a financial advisor with Buell Investment Advisors in Glastonbury, CT, holding a Series 63 designation and bringing 49 years of industry experience. He has been with Buell Securities Corp since 2015. Buell Investment Advisors provides financial planning and portfolio management to individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, with much of its managed business conducted on a non-discretionary basis.

William Rodriguez is a CFP® professional with 14 years of industry experience, currently serving at Briggs Wealth Management, Inc. since 2019. His prior roles include positions at New England Capital Planners, LPL Financial LLC, and Key Bank. Outside of his advisory work, he manages Willow Tax Prep LLC, providing individual and business tax preparation services. Briggs Wealth Management serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers portfolio management and financial planning with a focus on tax efficiency and long-term strategies, combining advisory services with in-house tax and executor services.

James Desrocher is a financial advisor at Keynote Financial Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services since 2015. Keynote Financial Services primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, trusts, estates, and employer plans. The firm manages approximately $182 million on a discretionary basis and employs a core-and-satellite investment approach combining long-term asset allocation with opportunistic growth strategies.

David Torres Onisto is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Top Private Wealth. He has been affiliated with Private Advisor Group and LPL Financial since 2014. In addition to his advisory role, he owns and operates David Torres Tax Services, providing tax preparation services. Top Private Wealth is an independent registered investment adviser managing approximately $106 million across about 150 client relationships. The firm offers discretionary investment management and comprehensive financial planning, combining strategic asset allocation with both passive and active investment vehicles tailored to client risk tolerance and objectives.

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and 50% owner of Walston & Ignagni, P.C., a certified public accounting and tax services firm, since 1985. His work history includes roles at Absolute Concepts & Solutions, FFP Advisory Services, and FFP Securities. Strategic Financial provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, using mutual funds, index funds, ETFs, and a proprietary market assessment model to manage portfolios with ongoing monitoring and quarterly reviews.

George Miller is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds a Series 63 designation and has worked at Buell Securities Corp since 2021 and Coburn & Meredith, Inc. since 1975. Buell Investment Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority accepted in specific cases.

Ronald Colvin is a CFP® with seven years of industry experience, currently serving as an advisor at Olson Consulting LLC. He previously worked at French Press Financial and Cole Financial Planning and Wealth Management. Colvin is also the CEO of French Press Financial, where he provides financial planning services. Olson Consulting LLC advises individual clients, focusing on physicians and other medical professionals. The firm offers comprehensive financial planning and discretionary portfolio management through a fee-only, passive investment approach that emphasizes diversified, tax-aware portfolios.

Mark Briggs is a CFP® with 25 years of experience in financial advising. He has been with Briggs Wealth Management, LLC since 2000. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services including executor services and tax preparation, emphasizing long-term, tax-efficient investment strategies primarily using mutual funds, ETFs, and individual securities.

Eric Powers is a CFP® with 17 years of industry experience. He is the owner of Top Private Wealth and has previously worked with Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he operates Powers Tax Preparation Services. Top Private Wealth is an independent registered investment adviser serving individual clients, including high-net-worth households, with discretionary investment management and comprehensive financial planning. The firm emphasizes strategic asset allocation using a mix of passive and active investments tailored to clients’ risk tolerance and objectives, and integrates tax-preparation services operated by its principals as part of its service model.

Christopher Berris is a financial advisor with Buell Investment Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Buell Securities Corp. since 1992 and serves as an officer and partner at Buell Investment Advisors. In addition to his advisory role, he is a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis and offers both non-discretionary and discretionary account management.

Timothy Golas is a financial advisor at Spurstone with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spurstone Advisory Services since 2016, following seven years at LPL Financial. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers a range of insurance products, and he has entrepreneurial experience developing a web and mobile application company. Spurstone provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, including trusts, corporations, and retirement plans. The firm focuses on business-owner advisory services, offering strategies such as concentrated stock management, equity award planning, and business exit planning, often implementing client strategies through third-party investment solutions and comprehensive financial planning documents.