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.

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.

Dylan Bond is a financial advisor with Bond Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Global Financial Private Capital, LLC since 2014 and has worked at Bond Financial Services since 2000. In addition to advisory services, he sells and services fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million in assets. The firm develops individualized investment policies and implements portfolios through selected sub-advisers, offering comprehensive planning that includes retirement, estate, tax, cash flow, insurance, and business planning.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage 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.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.

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.

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.

Tyler Olson is a financial advisor at Olson Consulting LLC in Manchester, CT, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Olson Consulting since 2019. Outside of his advisory work, he co-owns and records a financial education podcast called Physician Cents LLC. Olson Consulting LLC advises individual clients, primarily physicians and medical professionals, offering comprehensive financial planning and discretionary portfolio management with a focus on passive, diversified portfolios and a buy-and-hold investment approach. The firm operates on a fee-only basis and provides services through subscription-style and flat-fee engagements.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu & Associates since 2021, following prior roles including positions at Beaulieu Financial Services and Market Grille. Beaulieu & Associates provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across about 55 client relationships, using a combination of fundamental, technical, and cyclical investment strategies alongside comprehensive financial planning services.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC in Somers, CT, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling for 11 years and has been involved with Beaulieu & Associates since 2000. In addition to his advisory role, he operates as an independent insurance agent offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across 55 client relationships, employing a combination of fundamental, technical, and cyclical investment methods and offering comprehensive planning programs.

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.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Flagship Harbor Advisors since 2017 and has also worked with LPL Financial since 2014. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts, supported by a team of about 60 advisors.

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.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. in Manchester, CT, holding a Series 66 designation with three years of industry experience. She previously worked at Blomquist Hale Consulting and leads Wolff Wealth Advisors as Vice President. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that provides college scholarships to single mothers and women raised by single mothers. ValMark Advisers offers investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios across mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

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.