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.

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.

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.

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.

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.

Sarah Maskill is a CFP® with 18 years of experience in financial planning and investment advice. She has been the principal advisor at Financial Answers, LLC since 2012. The firm provides fee-only, as-needed financial planning, education, and non-discretionary investment advice primarily to individual clients. Financial Answers, LLC emphasizes education and workshops, follows a long-term buy-and-hold investment philosophy using both passive and active strategies, and operates on hourly or fixed fee arrangements without accepting client assets or charging based on assets under management.

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.

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.

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.

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.

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.

Ronald Eleveld is a financial advisor at Financial Advantage Advisors Co. in Windsor, CT, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he serves as Treasurer and board member of the Windsor-Windsor Locks Rotary Club and is an elected member of the Windsor Town Council. Financial Advantage Advisors Co. primarily serves individual clients, including high-net-worth households, offering financial planning, asset management, and referrals to third-party money managers. The firm follows a value-oriented, long-term investment approach using mutual fund model portfolios and provides services through brokerage and insurance channels.