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 firm based in Glastonbury, CT. He holds the CFA® designation and has 17 years of industry experience. Chieco has led his firm since 2009 and is also a licensed CPA in New Jersey, providing tax preparation services for individuals and trusts outside of regular trading hours. Chieco Capital Management, LLC is a fee-only registered investment adviser offering personalized financial planning, asset management, and standalone tax preparation and consulting to individuals, trusts, and estates. The firm employs a long-term, passively managed approach based on Modern Portfolio Theory, utilizing globally diversified index mutual funds and ETFs with a buy-hold-rebalance strategy.

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

Richard Shaw is the sole advisor at QVM Group LLC, an independent investment advisory firm based in South Glastonbury, CT. He holds 19 years of industry experience and has led QVM Group since 2001. Shaw also publishes investment-related articles on Seeking Alpha, earning readership royalties. QVM Group serves individual investors, generally aged 50 to 80, who focus on risk control, capital preservation, and income. The firm offers portfolio management and investment coaching, using a blend of fundamental, macro, and technical analysis with a preference for diversified, rules-based ETFs and limited direct holdings, while employing a flat monthly fee model rather than percentage-of-assets billing.

Peter Jesanis is a CFP® with 46 years of industry experience, currently serving as president of Key Financial Concepts, Inc. He has worked at Key Financial Concepts since 1987 and previously spent nine years with SagePoint Financial. Jesanis also holds a Series 63 license and is an insurance agent involved in insurance sales and income tax preparation. Key Financial Concepts, Inc. provides financial planning and investment advisory services primarily to individual and high-net-worth clients, as well as certain pension, charitable, and corporate clients. The firm manages client assets on a non-discretionary basis using risk-tolerance questionnaires, asset allocation modeling, and portfolio optimization, with a focus on long-term mutual fund allocations and a combination of fundamental and technical analysis.

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.

Raymond Serra Jr. is a financial advisor with Narrow Path Guidance, LLC and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and previously worked at Royal Alliance Associates, Inc., Richard A. Norkun & Associates, LLC, and FSC Securities Corporation. In addition to his advisory work, he is a CPA and member of Serra & Associates LLC, an accounting practice, and serves as a pastor, elder, and secretary at Christ Community Church. Narrow Path Guidance provides financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. The firm emphasizes a passive, diversified investment approach focused on low cost and tax efficiency, primarily recommending indexed mutual funds and ETFs, and delivers investment advice through consultation rather than discretionary management.

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.

Daniel Remigino Sr. is a financial advisor at Buell Investment Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Buell Securities Corp since 2015. He has been affiliated with LPL Financial since 2026. Buell Investment Advisors provides financial planning and portfolio management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, managing many accounts on a non-discretionary basis while offering discretionary authority in certain cases.

William Rodriguez is a CFP® with 14 years of industry experience. He has worked at Briggs Wealth Management, Inc. since 2019 and previously held positions at New England Capital Planners, LPL Financial, Key Bank, and Morgan Stanley. Outside of advisory work, he is the managing member and tax preparer for Willow Tax Prep LLC, providing individual and business tax preparation services. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor services and tax preparation, focusing on tax efficiency and long-term fundamental analysis.

David Torres Onisto is a CFP® professional with 20 years of industry experience, currently serving as an advisor at TOP Private Wealth. His prior experience includes roles at LPL Financial, Private Advisor Group, MSI Financial Services, and Ameriprise. In addition to his advisory work, he owns and operates David Torres Tax Services, providing tax preparation services. TOP Private Wealth LLC serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a mixed passive and active investment approach grounded in Modern Portfolio Theory, focusing on asset allocation, tax efficiency, and long-term holding periods.

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-owner of Walston & Ignagni, a CPA firm providing tax and accounting services, since 1985. His prior experience includes roles at FFP Advisory Services, Inc. and FFP Securities, Inc. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as various institutional entities. The firm uses a combination of fundamental and technical analysis along with a proprietary market assessment model to guide portfolio management tailored to clients’ risk tolerance and time horizon.

George Miller Jr. is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds the Series 63 designation and previously worked for Coburn & Meredith, Inc. for 30 years before joining Buell Securities Corp in 2018. Buell Investment Advisors serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach that incorporates fundamental and technical analysis, with many managed accounts supervised on a non-discretionary basis.

Karl Zirolli is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Summit Planning Group, LLC and has previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Zirolli co-owns Summit Funding LLC and provides financial planning and consulting services through Summit Planning Group. Summit Planning Group primarily serves owners of closely held businesses, corporate clients, and high-net-worth individuals by offering financial, retirement, and estate planning, as well as business continuation and retirement plan education. The firm emphasizes fee-for-planning engagements and coordinates implementation with clients’ other advisors.

Mark Briggs is a CFP® with 26 years of experience in financial advisory, currently serving at Briggs Wealth Management, Inc. in Glastonbury, CT, where he has worked since 2000. His credentials also include Series 63 and Series 65 licenses. Briggs Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides portfolio management, financial planning, and supplemental services such as executor and tax preparation services, emphasizing a long-term investment approach with a focus on tax efficiency and cash management.

Eric Powers is a CFP® professional with 18 years of experience in financial advising. He is currently with TOP Private Wealth LLC, where he has worked since 2024, and previously spent a decade at Private Advisor Group, LLC. In addition to his advisory role, he owns and operates Powers Tax Preparation Services. TOP Private Wealth LLC serves individual and high-net-worth clients, providing discretionary investment management along with project-based and ongoing financial planning. The firm employs a blend of passive and active strategies focused on asset allocation, tax efficiency, and long-term holding periods.

Christopher Berris is a financial advisor at Buell Investment Advisors with 40 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial LLC since 2026 and Buell Securities Corp. since 1992. In addition to his advisory role, he is an officer and partner at Buell Investment Advisors and a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering both discretionary and non-discretionary managed accounts primarily held at independent custodians.

Anthony Lynch IV is a financial advisor at Mullaney, Keating & Wright Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1998. Mullaney, Keating & Wright Inc provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.