Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Paul Volpe is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. He has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and LPL Financial. Volpe is also involved with Trivium Point Accounting, a related accounting practice associated with his firm. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment management, comprehensive financial planning, and retirement-plan advisory services.

Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Kaitlyn Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at Pediatric Associates, LLC and held roles at Capital Area Health Consortium and the University of Connecticut School of Medicine. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and utilizes third-party independent managers and sub-advisors.

Anthony Minopoli is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Knights of Columbus Asset Advisors, Vigilant Distributors, Foreside Fund Services, and Knights of Columbus. Outside of his advisory role, he serves on the finance committee of the Basilica of the Immaculate Conception in Washington DC, is a board member of Luxy Corporation, and participates on the boards of St. Catherines Center for Special Needs and Race Brook Country Club. Innovative Asset Advisors Group serves individuals, high net worth clients, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates with wealth management and financial consulting services. The firm applies Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, offering tailored investment management and separate financial consulting engagements.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

John Zaro III is a CFA® charterholder with 16 years of industry experience. He has been with Bourgeon Capital Management LLC since 1999. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, focusing on tailored portfolios and asset allocation driven by fundamental analysis and supplemented by technical indicators and cash-management considerations.

Stephen Haberstroh is a financial advisor at Castlekeep Investment Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Castlekeep since 2011. The firm provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. Castlekeep emphasizes a client-centered process using qualitative and quantitative fundamental analysis and manages approximately $827.7 million across discretionary and non-discretionary programs.

Michael Fredericks is a financial advisor at Riskbridge Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Blackrock Investments, LLC and LPL Financial LLC. Riskbridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management, using a risk-first, factor-based investment approach with strategic and tactical risk management across an open-architecture portfolio.

Drew Bowman is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Investmark Advisory Group since 2017 and previously held roles at Investmark Financial Services, Inc., Investmark Advisory Services, Inc., and Commonwealth Financial Network. Outside of his advisory work, he spends a portion of his time involved in fixed insurance sales. Investmark Advisory Group serves individual clients, high-net-worth households, retirement plans, and businesses with asset management, financial planning, and managed account services. The firm uses risk-based model strategies and offers both advisor-directed and discretionary portfolio management with ongoing monitoring and periodic rebalancing aligned to client goals.

David Boczar is a CFP® and CFA® with 22 years of industry experience. He has worked at Bay Colony Advisors since 2022 and previously spent 11 years at Emerald Wealth Advisors. Outside of his advisory role, he serves on the Easton Exchange Club board and acts as treasurer, volunteers as treasurer for the Easton CT Boy Scouts, and is a board member of the Easton CT Senior Center. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm employs a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its multi-team structure.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Kent Johnson is a CFP® with 19 years of industry experience, currently serving at RB Capital Management, LLC since 2022. His prior roles include positions at GYL Financial Synergies, Resnick Investment Advisors, Fidelity, Clearbridge Investments, and Citigroup Global Markets. RB Capital Management, LLC serves individual and institutional clients, providing fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, combined with integrated financial planning. The firm emphasizes asset allocation, diversification, and custom portfolio management using equities, fixed income, alternative investments, and options-based hedging techniques.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has held prior roles at Stratos Wealth Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Waddell & Reed. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $436.6 million in discretionary assets across about 319 client relationships. The firm employs customized portfolios with a focus on exchange-traded funds and individual equities, using both fundamental and technical analysis with a generally long-term approach.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Cesar Manent is a CFP® with 19 years of industry experience, currently serving at 5th Street Advisors, LLC since 2006. He also has long-standing roles at New American Mortgage, LLC and New American Partners, LLC. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs.

Steven Massey is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors, Inc. and his own Massey Financial Services. Massey is a member of the West Rock Ridge Advisory Council, where he assists with property review for state acquisitions in Connecticut. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, emphasizing long-term strategies with diversified investments and tactical reallocations.