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.

William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

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.

Kent Zahner is a financial advisor with Keynote Financial Services, LLC in Vernon, CT, holding a Series 65 designation and 21 years of industry experience. He has been with Keynote Financial Services since 2004 and previously worked at Magdefrau, Renner & Ciaffaglione LLC, CPA's. Mr. Zahner is a licensed CPA but no longer practices accounting. 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 Schubach is a financial advisor with Integrity Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at New Frontier Advisors for eight years before joining Integrity Financial Advisors in 2025. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts through model portfolios and third-party managers.

Kenneth Silva Ballard is a financial advisor with First Affirmative Financial Network LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Communitas Financial Planning PBC, Summit Financial, LLC, and Cambridge Investment Research, Inc. Outside of finance, he is the owner and operator of Chef Pro Life, a restaurant consulting and training business. First Affirmative Financial Network serves individuals, trusts, estates, nonprofits, and retirement plans nationwide, managing approximately $956 million in assets through 14 advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary impact solutions and stewardship services.

Carole Lynn Saros is a CFP® professional with 30 years of industry experience. She is currently an investment advisory representative at NWF Advisory Services Inc and has previously worked at Next Financial Group and The Ameriflex Group. In addition to her advisory role, she owns CS Financial Services, LLC, which provides tax preparation and accounting services. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, providing both discretionary and non-discretionary account programs through an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios.

Jason Pueschel is a financial advisor at Saxony Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities. Outside of his advisory work, Pueschel manages Alternative Tax Management, LLC, a tax preparation and accounting business, and serves as fund manager for private placement funds including AWM Clean Energy Fund, LLC. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm’s multi-team model includes 38 advisors and employs diverse investment methods such as fundamental, technical, and cyclical analysis, along with discretionary asset management and third-party advisory services.

William Anderson is a CFP® with 16 years of industry experience, currently serving as an advisor at Brookwood Investment Group. He has held positions at several firms including Belpointe Asset Management and LPL Financial. Outside of his advisory role, he is involved with Brookwood Insurance Group, focusing on fixed insurance sales. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service platforms.

Leo Goodin is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 12 years. Outside of his advisory role, he serves as president of Taxes Plus Wealth Management Inc., a tax preparation and planning firm for individuals and small businesses. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Steven Draczynski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Commonwealth and Gottfried & Somberg Wealth Management since 2018 and previously spent 17 years with Fidelity Investments. Outside of advising, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides a platform that combines discretionary portfolio management with access to diverse securities and insurance products.

Xerxes Nabong is a financial advisor at United Planners' Financial Services of America with 20 years of industry experience and a Series 66 designation. His career includes roles at Greenwich Partners, LLC and PXP LLC, and he has been involved in entrepreneurial ventures such as operating escape room businesses in Virginia. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Bruno Simonetti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC, Prudential Insurance Company of America, GWFS Equities, Inc., and VOYA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Roosevelt Terry is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VOYA Financial Advisors, Inc. and Empower Financial Services, Inc. Outside of his advisory role, he is a silent partner in a film production company, Ryder Gang Records. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops the model suites used in several of its programs.

Frank Loria is a financial advisor at Empower Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, Santander Securities, and Santander Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gary Ruchin is a financial advisor with Commonwealth Financial Network in Vernon, CT, holding CFP® and ChFC® designations and possessing 47 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1985 and has been self-employed since 1979. Outside of his advisory role, he serves as a FINRA arbitrator and provides tax preparation services through his private business, Ruchin & Associates, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Lazarus Regueiro is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., McIntosh Tax and Asset Management Group, LLC, and Craig James Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Philip Parker is a financial advisor with Empower Advisory Group in Bolton, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., The Prudential Insurance Company of America, KeyBank, and United Bank. Outside of his advising work, he serves as treasurer for Trail Life USA Troop 1635 in Newington, CT. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm operates through an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning services.