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.

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.

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.

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.

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.

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.

Mark Butler is the president and owner of Butler & Co., Inc., an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His career includes roles at Southeast Investments, N.C. Inc., Northeast Securities, and founding ACT International, Inc., a religious social services nonprofit. He is also the founder of Gulfstar Corporation, an oil and gas private investment vehicle. Butler & Co., Inc. provides investment advisory and consulting services to individuals, employee benefit plans, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, advisory consulting, third-party adviser selection, and pension consulting, with a client-driven process that emphasizes suitability and regular account monitoring.

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.

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.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Pasco Advisors since 2016, following a four-year tenure at Scranton Advisors, LLC. In addition to his advisory role, he operates as an insurance broker specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns a tax preparation business, Pasco Tax Advisory Group LLC. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services with a conservative, low-turnover investment approach focused on general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative 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.