Latimer Eddy is a CFP® professional with 21 years of industry experience, operating under his firm L. B. Eddy since 1993. The firm provides fee-only investment management and occasional financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. L. B. Eddy manages approximately $15.7 million across nine discretionary client accounts, focusing on a strategic asset allocation approach with global diversification, utilizing primarily no-load or low-load mutual funds, ETFs, stocks, and bonds. The firm is not accepting new clients and is actively transitioning existing relationships while continuing to manage current accounts on a discretionary basis.

Steven Hyman is a financial advisor with Creative Funding Corporation in Bloomfield, CT, holding a Series 63 designation and over 40 years of industry experience. He has been with Creative Funding Corporation since 1985. Outside of his advisory role, he is a licensed independent life and health insurance agent. Creative Funding Corporation provides discretionary portfolio management, retirement and investment planning, and broader financial planning services primarily to individuals, small businesses, trusts, and charitable organizations. The firm serves a client base that includes many schoolteachers and state employees, delivering tailored investment solutions through a process combining fundamental analysis with proprietary macroeconomic indicators.

Kelly Ennis is a CFP® and ChFC® with 10 years of industry experience. She is the sole advisor at Infinity Financial Strategies, LLC, where she has worked since 2017. Prior to that, she was affiliated with U.S. Financial Advisors, LLC and LPL Financial LLC from 2015 to 2017. Infinity Financial Strategies serves individual clients at various wealth levels as well as corporations and retirement-plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside passive index vehicles, and offers a range of services including educational seminars, retirement plan fiduciary roles, and estate planning assistance through third-party technology.

Patricia Kane is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She founded Kane Financial Planning in 2016, where she serves as the sole advisor. Outside of her advisory role, she chairs an investment committee for a nonprofit organization. Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a long-term, globally diversified investment approach using tax-efficient, low-cost vehicles and offers educational seminars and workshops that are non-sales in nature.

Timothy Baker is a CFA charterholder with 27 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, Symmetry Partners, and Blackrock Investments. Metric Financial serves individual and institutional clients, including high-net-worth individuals, family offices, and charitable organizations. The firm employs a primarily passive investment approach using low-turnover index funds and ETFs, integrating financial planning and portfolio supervision with an option for ongoing subscription-based planning services.

Ashley Brown Bairos is a financial advisor at Bright Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services, Baystate Financial, and Northwestern Mutual, among other firms. Outside of her advisory role, she serves as a head hockey coach during the season and holds a finance manager position at Bright Group LLC. Bright Advisors, established in 2024, provides 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 utilizes a client-centered process with customized Investment Policy Statements and implements portfolios through various managed account structures, third-party managers, and tax-smart strategies.

Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Matthew Dreier Jr. is a financial advisor at Wellspring Financial, LLC with seven years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wellspring Financial in 2018, he worked at Aetna from 2012 to 2018. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach based on modern portfolio theory, emphasizing diversification, long-term holdings, and periodic rebalancing.

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Paul Himmelstein is a ChFC® with over 40 years of experience in the financial industry. He is currently with IBN Financial Services, Inc. and has held roles at StoneX Securities Inc., Trust Advisory Group, Ltd., and Ages Financial Services, Ltd. He is also the president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agent specializing in life and health insurance and annuities. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and manages client accounts using a blend of fundamental, technical, and cyclical analysis along with algorithmic portfolio strategies.

Craig Taylor is a CFP® with five years of industry experience, currently serving as an advisor at Gradient Advisors, LLC. His prior roles include positions at Cardinal Financial, Caliber/New Rez, and Guaranteed Rate, along with nearly two decades as a self-employed insurance agent. Taylor also owns and operates Pathway Wealth Strategies LLC, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a non-discretionary approach, using various analytical methods and financial planning on fixed-fee or hourly terms.

Peter Crowe is a financial advisor at MissionSquare Retirement with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Life Insurance Corp, Cetera Advisor Networks, and Robert S. Hensley and Associates. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Lynne Holcomb is a CFA® charterholder with over 15 years of experience in the investment industry. She has worked at PGIM from 2009 to 2024 before joining Apollon Wealth Management, LLC in 2024. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations with a range of investment management and financial planning services. The firm combines centrally managed and locally managed strategies using fundamental analysis, tactical allocations, and tax management tools, and operates a broad network of advisors along with specialty businesses including private funds and sub-advisory roles.

Richard Capannola is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has been associated with Northeast Planning Associates, Inc. since 2012, providing financial planning and consulting services through this independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models and delivery options, combining large-scale advisory operations with additional product offerings such as insurance and cash-management services.

Robert Berriman is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 66 licenses and has 46 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2015. Outside of his advisory role, he serves as president of One Source Financial Group Inc., a retirement plan administration and insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client investment solutions.

Jason Fiore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and previously operated Fiore Enterprises Inc for ten years. Outside of his advisory role, he manages business operations at Comarck Communications LLC and owns Pioneer Valley Trading LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Ryan Colleoni is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and GWFS Equities, Inc. Since 2021, he has been advising clients through Assets Groups, LLC in addition to his role at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and clients' savings rates.

Brian Dowd is a financial advisor with Commonwealth Financial Network in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has operated Dowd Financial Group LLC since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, compliance, and practice-management support. The firm offers various discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

William Dobbins is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2018. Prior to that, he worked at LPL Financial LLC from 2007 to 2018. He is a notary public and serves as a volunteer board member for Center Cemetery in Norfolk, CT. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Michael Fioroni is a financial advisor at J. W. Cole Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J. W. Cole Advisors since 2013. Outside of advising, he serves as a notary public. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using both discretionary and non-discretionary approaches.