John Bubello is a CFP®-designated financial advisor with 20 years of industry experience. He is the principal at Compass Retirement, LLC, an independent firm he has led since 2011. Prior to founding Compass Retirement, he worked at Everlist, LLC from 2014 to 2017. Outside of his advisory role, he manages an income-producing real estate entity as a part-time activity. Compass Retirement, LLC serves individuals and high-net-worth clients with customized financial planning and discretionary portfolio management, as well as consulting services for retirement plan sponsors. The firm employs a diversified, asset-class allocation approach guided by Modern Portfolio Theory and focuses on retirement-plan clients, advising approximately $167 million in retirement-plan assets.

I work with two types of clients: small business owners who need financial clarity, and families who want to make smarter decisions with their wealth. For business owners, I act as a Fractional CFO—helping you understand your numbers, improve cash flow, plan for taxes, and make better strategic decisions. Most owners don’t fail because of a lack of effort—they struggle because they’re making big decisions without a clear financial framework. That’s where I come in. For families, I serve as a long-term financial partner. Whether you're approaching retirement, building wealth, or navigating a major life transition, I help you align your investments, tax strategy, and long-term goals into one cohesive plan. At the end of the day, my job is to help you see clearly, act confidently, and build a life that actually works—not just one that looks good on paper.

Dennis O'Connor is the sole advisor at Brae Head, Inc. in Essex, CT, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Brae Head, Inc. since 1997. Brae Head, Inc. provides fee-only, discretionary portfolio management and basic financial planning to individuals, families, trusts, businesses, and retirement plans, including charitable organizations. The firm uses a disciplined, systematic investment process based on Modern Portfolio Theory and actively manages diversified equity and fixed-income portfolios, serving a relatively small client base with approximately $82 million in assets under management.

Frank Flores is a CFP® with 42 years of experience in the financial services industry. He is the sole advisor at Sound Planning and Investments, LLC, an independent firm he founded in 2017 after prior roles at National Planning Corporation and LPL Financial LLC. He also holds a license as an insurance agent specializing in life, long-term care, and fixed annuities. Sound Planning and Investments, LLC provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, and small businesses. The firm focuses on asset allocation tailored to client goals and risk tolerance, using fundamental and technical analysis to select long-term holdings, primarily through non-discretionary relationships.

Thomas Alexa is the principal advisor at Alexa Wealth Management, LLC, an independent firm based in Deep River, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to founding his firm in 2019, he worked at Cambridge Investment Research Advisors and Ohanesian/Lecours, Inc. He is also a licensed independent insurance agent. Alexa Wealth Management serves primarily individual clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm applies a blend of modern portfolio theory, fundamental analysis, and technical approaches, managing accounts typically on a discretionary basis while focusing on tailored advice aligned with client objectives and risk tolerance.

Douglas Brenneman is the sole advisor at Brenneman Investment Adviser, LLC, located in Centerbrook, CT. He holds the CFA® designation and Series 63 license, with 21 years of industry experience. He has led Brenneman Investment Adviser since 2004. Brenneman Investment Adviser, LLC offers discretionary and non-discretionary investment management and financial planning to individual investors and small business clients. The firm employs a disciplined, active money-management approach, combining tactical and strategic asset allocation with diversification across multiple asset classes, and provides specialized services such as a "Fund Only" option for employer-sponsored retirement plans.

Lawrence Kaplan is a financial advisor at Summit Investment Management, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Summit since 2009. Kaplan is also a licensed insurance agent in Lyme, CT, selling insurance products alongside his advisory work. Summit Investment Management provides individualized investment advisory and consulting services to individuals, including high net-worth clients, using tailored portfolios that may include stocks, bonds, mutual funds, ETFs, and private securities. The firm’s investment approach is based on fundamental analysis and asset-allocation principles, offering ongoing asset management, financial planning, and consulting engagements.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Emily Wood is a CFP® professional with nine years of industry experience, currently serving as an advisor at Jeffrey N. Mehler, CFP LLC. She previously worked at Connecticut Wealth Management, LLC and Asset Strategies, Inc. Wood is a board member of Advancing Connecticut Together and the Simsbury Meadows Performing Arts Center. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized financial planning and investment management services, employing a range of strategies including derivatives and margin transactions.

Lynn Cravinho is a financial advisor at Compass Rose Strategic Partners LLC with 17 years of industry experience. She holds a Series 66 designation and has worked with Vanderbilt Financial Group since 2024. Prior to that, she was affiliated with Triad Advisors, Inc. and has been with Compass Rose Strategic Partners since 2012. Compass Rose Strategic Partners provides financial planning, portfolio management, and advice on managed-account programs for individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, and serves a diverse client base including institutional entities.

Mark Bobruff is a financial advisor at Tumolo Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, Prudential Financial Planning Services, and TD Ameritrade, among others. Tumolo Wealth Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm offers discretionary managed accounts and access to third-party sub-advisors, tailoring advice to clients' risk tolerance, time horizon, and goals.

Kenneth Tumolo is a CFP® with 12 years of industry experience, currently serving as an advisor at Tumolo Wealth Management LLC. His prior roles include positions at Tucker Asset Management and JB Capital LLC. He is also a licensed insurance agent, engaged in the sale of various insurance products. Tumolo Wealth Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering discretionary managed accounts and access to third-party sub-advisors and wrap-fee programs. The firm tailors advice to clients’ risk tolerance, time horizon, and goals, employing strategies such as asset allocation and dollar-cost averaging, with regular account reviews and an emphasis on tax consultation.

Stefan Pellish is a financial advisor at Sightline Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. In addition to his advisory role, he has been involved with House of Doors since 1994. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management with strategic asset allocation and fundamental analysis.

Paul Cheransky is a CFP® professional with 10 years of industry experience. He is currently with Jeffrey N. Mehler, CFP LLC and has previously worked at Panorama Financial LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment management, and consulting services, employing a fundamental analysis-based investment process that includes customized portfolios and the use of derivatives and margin transactions where appropriate.

Mary Jane Sullivan is a CFP® with 17 years of industry experience and is the sole advisor at Sullivan Financial, LLC in Essex, CT. She has been with Sullivan Financial since 2008. In addition to her advisory role, she is involved in life and health insurance sales. Sullivan Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning and consulting and recommends portfolio management through co-advisory relationships with independent third-party registered investment advisers.

Shane Clarke is a financial advisor at Prosperity Capital Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Geneos Wealth Management, FSC Wealth Advisors, NEXT Financial Group, Primerica Advisors, and Guardian Life Insurance. Outside of his advisory role, he coaches soccer for the Northeast Rush Soccer Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset types and platforms.

Stephen Norton is a financial advisor at Saybrook Wealth Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2021. Norton is also the owner of AblePlanning.com, an online service providing special needs planning resources to families and individuals. Saybrook Wealth Group offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses goal-based planning software to tailor portfolios and conducts both discretionary and non-discretionary management, drawing on research from Raymond James and other sources.

Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.

Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.

Nicholas Tumolo is a financial advisor with Tumolo Wealth Management LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Tucker Asset Management and CWPM LLC and has been involved with Tumolo Financial since 2020. Tumolo is also a licensed insurance agent, engaged in the sale of various insurance products since 2014. Tumolo Wealth Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering discretionary managed accounts and access to third-party sub-advisors and wrap-fee programs. The firm tailors advice to clients’ risk tolerance and goals, using multiple investment strategies and emphasizes tax consultation as part of its service.