Crystal Collado is a financial advisor with Stone Wall Money Management LLC in Shelton, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Her career includes roles at multiple financial firms and ongoing work at the Roger Sherman Inn. Outside of advising, she is a notary public in Connecticut and also works as a licensed insurance agent. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, employing investment strategies focused on client objectives, risk tolerance, and long-term purchasing power preservation. The firm operates with a small advisory team across multiple offices and integrates methods such as asset allocation, dollar-cost averaging, and technical analysis in their approach.

David Halper is a financial advisor with Trivium Point Advisory, LLC in Wilton, CT. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include LPL Financial, Purshe Kaplan Sterling Investments, and Kestra Financial Services. He is involved with Trivium Point Insurance Group, an affiliated insurance business. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized to each client’s risk tolerance, tax situation, and liquidity needs, combining internal portfolio construction with recommended external managers, ongoing portfolio reviews, and various implementation tools.

Carol Truluck is a CFP® with 50 years of industry experience, currently serving at Innovative Asset Advisors Group. She previously worked at Financial Strategies Investment Advisor Services, Inc. and Royal Alliance. Outside of advisory work, she is involved in fixed insurance sales through Merit Insurance Agency. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, offering both portfolio management and stand-alone financial consulting engagements.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 securities licenses and has worked previously at Northern Trust, Halsey Associates Inc., and The Washington Trust Company of Westerly. He is based in New Haven, CT. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation and manager selection through a combination of fundamental, technical, and qualitative analysis, managing approximately $2.39 billion in client assets.

Joseph Cardello is a financial advisor at August Wealth Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors provides discretionary wealth management and financial planning primarily to affluent clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach blends fundamental and technical analysis with portfolio strategies tailored to client goals and risk tolerance, managing assets primarily through ETFs and individual equities on a discretionary basis.

Carolina Manent is a Series 65-licensed financial advisor with 5 years of industry experience, currently serving at 5th Street Advisors, LLC. Her prior work history includes roles at New York University and Apartment Nine, LLC. 5th Street Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes strategic asset allocation using proprietary model portfolios and a top-down analysis of global macro and sector fundamentals, primarily employing mutual funds and ETFs.

George Gerhard III is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gerhard is also involved in business entities related to tax and investment purposes beyond his advisory role. 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 and comprehensive financial planning with an approach that integrates fundamental analysis, diversified portfolios, and both internal and external management resources.

Daniel Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation. He has been with the firm since 2026 and brings experience from over two decades working in his family’s retail and e-commerce business, The Shoe Mart, where he has held various roles including COO and is currently a co-owner. Outside of financial advising, he remains actively involved in managing operations and financial decisions for the family business. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, and various institutions. The firm uses a combination of Modern Portfolio Theory and multiple analytical approaches to portfolio construction, offering tailored investment management alongside separate financial consulting engagements.

Abelardo Curdumi is a CFP® with 19 years of industry experience, currently serving as an advisor at 5th Street Advisors, LLC since 2006. He also has a longstanding affiliation with New American Partners, LLC dating back to 2001. Aside from his advisory roles, he is involved as a managing member and passive owner in several real estate-related entities. 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, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and serves clients on both discretionary and non-discretionary bases.

Ann Warner is a financial advisor at Sentinel Asset Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Cristina Sabatini for a combined four years. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, and offers ongoing account monitoring and due diligence for third-party managers.

Shane Pendley is a financial advisor at 5th Street Advisors, LLC in Stamford, CT, holding a Series 65 credential with nine years of industry experience. He has been with 5th Street Advisors since 2016. 5th Street Advisors is an SEC-registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Jay Diamond is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 40 years of industry experience. He has been associated with multiple firms throughout his career, including Investmark Advisory Group LLC and Commonwealth Equity Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, technology, compliance, and investment management services.

Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Hrefna Martin is a CFP® with 14 years of industry experience, currently serving at Merit Financial Partners LLC. She has worked at MTP Advisors and Cox Financial Services, LLC since 2015. In addition to her advisory role, she prepares financial plans as an independent contractor for Resnick Investment Advisors LLC. Merit Financial Partners provides fee-only financial planning, investment consultation, portfolio management, and wealth-management services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis, emphasizing asset allocation and low-cost index funds and ETFs while allowing active strategies when appropriate.

Zoltan Pongracz is a financial advisor at Third View Private Wealth with 14 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 66 and Series 63 licenses. His prior experience includes roles at Barnum Financial Group, MassMutual, Procyon Advisors, Purshe Kaplan Sterling Investments, Inc., and The Leaders Group Inc. Outside of advisory work, he owns Third View Risk LLC, which provides non-variable insurance solutions, and Westover Mianus Partnership LLC, which is involved in subdividing land in Stamford, CT. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, trusts, businesses, and institutional and charitable entities. The firm employs tailored strategies incorporating in-house and third-party model portfolios, separately managed accounts, and alternative investments, with over $1.1 billion in discretionary assets under management.

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has prior experience with Money Concepts Capital Corp, Artisan Wealth Management, Strategies For Wealth Management, and a brief tenure at the State Treasurer's Office. 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 considers client objectives, time horizon, and risk tolerance, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with a focus on preserving purchasing power over the long term.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.