Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

Robert Bleeck is the principal of Bleeck Financial Management, Inc. in Carmel, CA, with 25 years of industry experience. He holds the PFS™ designation and is also a Certified Public Accountant, maintaining an active accounting practice alongside his advisory work. Bleeck has been with his firm since 1982. Bleeck Financial Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines CPA services with portfolio management, employing multiple analytical approaches and managing discretionary accounts primarily through Charles Schwab.

Joseph Padellaro is a financial advisor at Northmont Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Citibank and J.P. Morgan. He is also involved with Northmont Capital Management Inc., an exempt reporting advisor managing two private 3(c)(1) vehicles. Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and predominantly passive investment strategies, offering customized investment policy statements and portfolio oversight as a solo advisory practice.

James Rice is a CFA® charterholder with 19 years of industry experience and is the sole advisor at JQR Capital Management, LLC, an independent advisory firm based in West Hartford, CT. He has led JQR Capital Management since 2014. Outside of his advisory work, he coaches Alpine skiing on weekends during the season at Butternut Basin, Inc. in Great Barrington, MA. JQR Capital Management serves individual investors, employer plan sponsors, and institutional clients by providing discretionary investment management, financial planning, and employee benefit plan consulting. The firm uses a client-specific investment policy with a primarily passive asset-allocation approach supplemented by active fundamental research.

Hugo Soares is a CFA® charterholder affiliated with Navigator Financial LLC, with over 15 years of experience in the financial services industry. His prior roles include positions at Talcott Financial Group and The Hartford. Outside of his advisory work, he manages several rental properties as a sole proprietor. Navigator Financial provides fee-only financial planning and investment management to individuals, trusts, and estates. The firm emphasizes individualized asset allocation and comprehensive planning, operating under a fiduciary standard without commissioned products.

James Russell is a financial advisor with Strategic Investment Planning LLC in West Hartford, CT, holding a Series 66 designation and 15 years of industry experience. He is also a shareholder and CPA at Russell & Company CPA, P.C., where he performs management duties and serves as a trustee of client trusts. Prior to founding his advisory firm in 2016, he worked at Marcum Wealth Management and Osaic FS, Inc. Strategic Investment Planning LLC provides investment advisory and financial planning services to individuals, trusts, and estates, offering customized portfolios that include mutual funds, ETFs, stocks, bonds, certificates of deposit, and alternative investments. The firm emphasizes fundamental analysis and simple, low-cost strategies matched to client goals and risk tolerance and often refers clients to other registered investment advisers for ongoing asset management.

Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

Jack Brown is a financial advisor at Morgan House Capital, LLC, an independent firm. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding Morgan House Capital in 2024, he worked at several financial firms including Belmont Asset Management and Ameriprise Financial Services. Outside of advisory work, he owns and manages a full-time non-advisory hospitality business, Morgan House Tavern. Morgan House Capital provides discretionary investment management and financial planning services to individuals, trusts, and estates. The firm employs a blend of fundamental and technical analysis to construct portfolios from stocks, ETFs, mutual funds, and bonds, maintaining a primarily long-term investment orientation while allowing shorter-term trades as needed.

Brian Elmer is a Series 65-licensed financial advisor with 21 years of industry experience, currently operating at BE Investment Management in Farmington, CT. His prior roles include positions at Fortis Capital Advisors, People's Securities, and Olson Mobeck Investment Advisors. BE Investment Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients. The firm manages approximately $6 million in assets, delivering personalized portfolio management that incorporates fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies tailored to client objectives.

Joel Kosovsky is a CFP® and PFS™ with 27 years of experience in financial services. He is the principal and sole advisor at Horizon Financial Advisors, LLC, an independent firm based in West Hartford, CT. Kosovsky also manages two CPA firms, Kosovsky and Company CPAs and Consultants, LLC and KPS & Company, LLC. Horizon Financial Advisors serves a small client base with asset management, financial planning, and pension and profit-sharing plan consulting. The firm manages portfolios primarily on a non-discretionary basis, using a combination of strategic and tactical asset allocation, model portfolios, and fundamental and technical analysis.

Kayse Kress is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at DocsFP, an independent financial planning firm. She has previously worked at Physician Tax Advisors LLC, Physician Wealth Services, LLC, More With Less Financial Planning, LLC, and Connecticut Wealth Management, LLC. In addition to her advisory work, she is an Adjunct Professor at Central Connecticut State University, a role she has held since 2018. DocsFP provides comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes hourly financial planning engagements across various topics and offers investment management through a buy-and-hold passive indexing strategy without charging percentage-of-assets fees.

Leonard Del Gallo Jr. is a Certified Financial Planner® with 26 years of industry experience and the principal of Del Gallo Financial Services, LLC, an independent advisory firm he founded in 1999. He holds Series 63 and 65 licenses and is involved in real estate brokerage and financial education, including curriculum design for the College for Financial Planning. Del Gallo Financial Services provides portfolio management, financial planning, pension consulting, and trust referral services to individuals, plans, trusts, and institutions. The firm manages client portfolios on a non-discretionary basis with an emphasis on asset allocation across mutual funds, ETFs, and selected securities, while also sponsoring educational seminars and offering insurance products through an affiliated agency.

Brian Williams is a financial advisor at Northshire Consulting, LLC in Southington, CT, with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors, Inc., Future Benefits, Inc., and Ameriprise. He has operated Northshire Consulting since 2018. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans. The firm focuses on diversified portfolios combining active and passive mutual funds, with an emphasis on conservative cash instruments and acts as an ERISA §3(38) fiduciary for retirement plans, handling discretionary authority and coordination with plan participants and recordkeepers.

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 Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.

Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.

Richard Sullivan is a financial advisor at Fiscal Dynamics Incorporated with 40 years of industry experience. He holds a Series 63 designation and has been associated with Fiscal Dynamics since 1985. Fiscal Dynamics provides financial planning, consulting, and asset management services to individuals, corporations, trusts, and retirement plans. The firm’s investment approach focuses on fundamental analysis, long-term holdings, asset allocation, and tax-sensitive trading, managing portfolios primarily through mutual funds and ETFs.

Benjamin Sams is a financial advisor at Haviland & Sams, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Haviland & Sams since 2010. Sams is also the managing member of Sams Family Investment, LLC, a family investment vehicle. Haviland & Sams serves corporations, individuals, families, business owners, and professionals by providing financial modeling, wealth management, independent investment manager search, and consulting services. The firm acts as a strategist and advisor, focusing on investment policy development and manager identification, without directly managing client assets or accepting discretionary trading authority.

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.