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.

Ryan Martin is a financial advisor at Martin Capital Planning with six years of industry experience. He previously worked at Raymond James Financial Services, Inc. and has held roles at INVUITY Inc., Hologic Inc., and Checkwriters Payroll. Martin is a licensed insurance agent. Martin Capital Planning provides portfolio management, financial planning, and pension consulting services to pension and profit-sharing plans as well as individual and high-net-worth clients. The firm uses a mix of analytical methods and offers both discretionary and non-discretionary management, with a noted pension consulting practice for employer retirement plans.

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.

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.

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.

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.

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.

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.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

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.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Brian Benson is a CFP® and PFS™ credentialed advisor with four years of industry experience, currently serving at Hoskin Capital. His prior experience includes roles at St Germain Investment Management and Myers Brothers Kalicka, PC. He also works as an adjunct professor at Elms College, teaching classes related to his CFP certification. Hoskin Capital serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm employs a risk-based, tactical allocation approach that integrates environmental, social, and innovation screening with fundamental analysis, and offers fixed, subscription, and hourly fee arrangements combined with tax and bookkeeping services.

Nathaniel Hoskin is a financial advisor at Hoskin Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Pacific Investment Research and Chapman University. Outside of advisory work, he is co-founder of N2 Content Marketing, a firm that provides video marketing services for financial service companies. Hoskin Capital serves individual investors, trusts, estates, charitable organizations, and business entities by offering discretionary investment management alongside financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm uses a client-specific risk assessment to guide portfolio construction within a tactical allocation framework, combining ESI screening with fundamental and cyclical analysis.