Clifford Straub is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC and has been with the firm as well as WRP Investments Inc since 2006. Straub serves as a trustee for the Middletown Rotary Club Scholarship Trust and has been a member of the Middlesex United Way Board of Directors since 2005, participating on its executive, finance, and investment committees. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm employs a disciplined asset allocation approach emphasizing global diversification and risk management, primarily offering non-discretionary advisory relationships without accepting commissions or custody of client assets.

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

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.

Douglas Packard is a financial advisor with Dennis Glynn, CPA in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009, performing income tax preparation and general accounting work. Outside of his financial career, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides personalized financial planning and discretionary, fee-only portfolio management for individual investors and SIMPLE IRA plan participants. The firm also offers Simple-IRA plan administration and consulting services to small businesses, integrating tax and investment services through its affiliation with an accounting practice.

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.

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.

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.

Andrew Madlener is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He has worked at Open Circle Advisors, LLC since 2012. Open Circle Wealth Partners manages approximately $31.4 million in discretionary assets for individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, asset-class investment strategy based on Modern Portfolio Theory, utilizing passive mutual funds, ETFs, laddered fixed-income portfolios, and occasional less liquid vehicles.

James Davis IV is a ChFC®-designated financial advisor with 39 years of industry experience. He has been the sole advisor at Capital Planning Consultants, LLC since 1986. In addition to his advisory role, Mr. Davis spends a small portion of his time on tax preparation services. Capital Planning Consultants, LLC is an independent, state-registered investment adviser managing approximately $37 million for individuals, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, operating primarily on a non-discretionary basis where clients retain final trading decisions.

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.

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.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.

Kayse Kress is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at DocsFP, an independent financial planning firm. She has previously worked at Physician Tax Advisors LLC, Physician Wealth Services, LLC, More With Less Financial Planning, LLC, and Connecticut Wealth Management, LLC. In addition to her advisory work, she is an Adjunct Professor at Central Connecticut State University, a role she has held since 2018. DocsFP provides comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes hourly financial planning engagements across various topics and offers investment management through a buy-and-hold passive indexing strategy without charging percentage-of-assets fees.

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.

Brian Williams is a financial advisor at Northshire Consulting, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Triad Advisors, Inc. and Future Benefits, Inc. since 2018, he has been with Northshire Consulting. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, with a focus on portfolio management and retirement plan consulting. The firm combines active and passive mutual funds with diversification strategies and conservative cash instruments, and it holds discretionary authority under ERISA §3(38) for certain retirement plan model portfolios.

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

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.

Benjamin Sams is a financial advisor at Haviland & Sams, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Haviland & Sams since 2010. Sams is also the managing member of Sams Family Investment, LLC, a family investment vehicle. Haviland & Sams advises corporations, individuals, families, business owners, professionals, and corporate executives on comprehensive financial planning and consulting. The firm focuses on developing investment policy statements, recommending asset allocation, and monitoring independent investment managers rather than directly managing client assets.

Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers 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 employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.