Robert Swigert is a financial advisor at Goodstead with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP, Cityblock Health, Inc., and Brandon Point Industries, Inc. Swigert is also an adjunct lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College. Goodstead provides investment management and financial planning services to individual investors, trusts, foundations, endowments, estates, nonprofit organizations, and business entities. The firm employs a risk-budgeting framework that balances lower-risk and higher-risk strategies, combining quantitative models and fundamental analysis to manage accounts, often on a discretionary basis.

Leonard Del Gallo is a Certified Financial Planner® with 26 years of experience. He is the sole advisor at Del Gallo Financial Services, LLC, which he has led since 1999. In addition to his advisory work, he instructs and designs curriculum for the College for Financial Planning. Del Gallo Financial Services, LLC provides portfolio management, financial planning, pension and retirement-plan consulting, and solicitor/referral services to high-net-worth individuals, pension/profit-sharing plans, educational institutions, and other organizations. The firm offers individualized investment policy development and primarily non-discretionary management across a small client base.

David Rioux is the sole advisor at Rioux & Company, LLC, an independent firm based in Burlington, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having led his firm since 1996. Rioux & Company LLC provides discretionary portfolio management to individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and charitable organizations. The firm constructs portfolios using a range of instruments and employs derivative strategies with client consent, applying modern portfolio theory alongside fundamental and technical analysis.

Danielle Barbato is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Milestone Asset Management Group, LLC and has previously worked at New England Private Wealth Advisors, Amon & Associates, and Charles Schwab & Co., Inc. Barbato also serves as a notary public. Milestone Asset Management Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis in customized investment plans that include global equities, ETFs, and fixed income, and it offers both traditional management and Betterment Institutional platform advisory services.

Richard Lo Presti is a CFP® with 20 years of industry experience, currently serving as an advisor at Milestone Asset Management Group, LLC since 2018. His prior experience includes roles at Edward Jones and Baker Avenue Asset Management LP. Milestone Asset Management Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis to create individualized investment plans, emphasizing high-quality companies and targeted mid-cap opportunities while also providing plan services under ERISA 3(21) and 3(38).

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.

James Thibault is a CFP® professional with 21 years of industry experience. He has been with Barron Financial Group, LLP since 2006 and previously worked at Purshe Kaplan Sterling Investments. Thibault serves on the investment committee of the Community Foundation of Northwest Connecticut and holds leadership roles in local nonprofits, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with personalized financial planning and portfolio management services. The firm employs tactical and strategic asset allocation, capital preservation, and a proprietary momentum-based Active Asset Allocation system tailored to client-specific goals and restrictions.

Corrin Burke is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke serves as treasurer for the charity Love Has a Home. Successful Wealth Strategies works with individuals, business entities, trusts, estates, and retirement plans, offering financial planning, investment management, and qualified plan consulting. The firm emphasizes behavioral-first planning through Money Coaching and Business Archetype Coaching, focusing on diversified asset allocation and client education.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Milestone since 2016 and at Visionary Private Wealth Management Group since 2014. Mezheritskiy hosts and writes for the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a diversified investment approach and offers both traditional discretionary management and advisory services through platforms like Betterment Institutional.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.

Sandra Thibault is a financial advisor with Barron Financial Group, LLP, holding a Series 65 designation and 15 years of industry experience. She worked at Purshe Kaplan Sterling Investments from 2012 to 2017 and has been with Barron Financial Group since 2010. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning services, using strategies such as tactical and strategic asset allocation and an Active Asset Allocation approach based on proprietary momentum-based models.

Pablo Rossetti is a financial advisor at Rioux & Company, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rioux & Company since 2007. Outside of advisory work, he manages two multifamily buildings as a property manager. Rioux & Company provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating equities, fixed income, mutual funds, ETFs, and derivative strategies, with portfolio reviews at least biannually.

John Seagrave Jr. is a CFP® with nine years of experience in financial advising at Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics for three years. He serves as president and board member of the Burlington Chamber of Commerce and holds board positions with the Central Connecticut Chamber of Commerce and the Northwest Community Bank Foundation. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with retirement plan advisory and financial planning services. The firm employs a range of strategies including tactical and strategic asset allocation and an active momentum-based asset allocation system.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Thomas Sliney is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2015. He is a board member and finance committee member of Grace Academy, a tuition-free school for girls, where he oversees investment portfolio management. Additionally, he holds board and treasurer roles at the Watkinson Prisoners Aid Society and the Sister Parish Committee of St. Patrick-St. Anthony Church. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by other asset classes when appropriate, and manages approximately $1.26 billion in client assets across about 30 advisors.

Eric Cheyne is a financial advisor with Medallion Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Medallion Wealth Advisors since 2010 and is currently affiliated with Osaic Wealth, Inc. Cheyne serves as a board member and chair of the finance committee at Laurel Oak Country Club, a nonprofit organization. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm provides portfolio management, financial planning, and consulting services, using a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and third-party managers when appropriate.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Allen Dunahoo is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Edward Jones and recent service at Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with active and passive strategies and offers a range of services such as written financial plans, seminars, and cash-management options.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.