Craig Panarella is the principal and sole advisor at Panarella Wealth Management LLC in Hartford, CT. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his current firm, he led The Panarella Group LLC since 2012. Outside of his advisory work, he is involved in health insurance sales as president and owner of a related business. Panarella Wealth Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm creates Investment Policy Statements tailored to clients’ goals and risk tolerance, employs both fundamental and technical analysis, and manages accounts directly without delegating to third parties.

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.

Jeffrey Smith is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving as the sole advisor at Parker Wealth Management, LLC in Windsor, CT. He has led the firm since 2011. Parker Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and discretionary portfolio management. The firm’s investment approach combines fundamental and technical analysis with attention to cyclical trends, maintaining a generally long-term orientation while allowing for short-term hedging and cash positions when appropriate.

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.

Christopher Powers is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Triad Advisors, and Arkadios Capital. Powers is also licensed in health, life, and disability insurance and engages in insurance sales alongside his advisory role. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm’s investment approach centers on customized strategic asset allocation with regular reviews and incorporates third-party money managers and a variety of strategies, including options and alternative investments.

Timothy Baker is a CFA® charterholder with 28 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, LLC and Symmetry Partners, LLC. Metric Financial serves individual and high-net-worth clients, as well as charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, and educational seminars. The firm emphasizes passive investment management through diversified portfolios of index mutual funds and ETFs, offering discretionary portfolio management and ongoing plan monitoring tailored to clients’ objectives and risk tolerance.

David Gibbs is a financial advisor with Successful Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and National Planning Corporation, and he has operated Gibbs Financial Services, LLC since 2014. Successful Wealth Strategies serves individuals, business entities, trusts, estates, and retirement plans with services including money coaching, financial planning, investment management, and qualified plan consulting. The firm emphasizes a behavioral-first planning process and offers diversified portfolio management alongside educational seminars and coaching integrated into client planning.

James Thibault is a CFP® with 21 years of industry experience, currently serving at Barron Financial Group, LLP since 2006. He previously worked at Purshe Kaplan Sterling Investments from 2006 to 2017. Outside of his advisory role, he is involved in community and nonprofit organizations, including serving as President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and emphasizing participant education and proprietary momentum-based asset allocation.

Corrin Burke is a CFP® with 26 years of industry experience, currently serving at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke is treasurer of the nonprofit organization Love Has a Home. Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals, business entities, retirement plans, trusts, and nonprofits. The firm uses a behavioral investment approach combined with money coaching and business archetype coaching, offering portfolio management alongside educational meetings and employee participant services.

Jacob Sapia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Wealth Management Group of North America (WMGNA) and has previously worked at Arkadios Capital, Osaic Wealth, Prudential Insurance Company of America, and Pruco Securities, among others. WMGNA serves individuals, high-net-worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee-based and commissionable investment management. The firm emphasizes customized strategic asset allocation and third-party asset manager selection, offering consolidated reporting and client portal access as part of its services.

Divina Marcktell is a financial advisor at Haviland & Sams, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Haviland & Sams since 2012. Haviland & Sams serves corporations, individuals including high-net-worth clients, families, business owners, professionals, and corporate executives. The firm focuses on developing investment policy statements, recommending asset allocations, and identifying independent managers, operating primarily through fixed or hourly engagements rather than discretionary asset management.

Daniel Friedman is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2014 to 2017. Friedman is also involved in insurance sales, offering life, health, long-term care, and disability insurance products. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm employs a customized strategic asset allocation process, regularly reviews client portfolios, and combines third-party money management with in-house commissionable offerings and insurance products.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Milestone since 2016, as well as Visionary Private Wealth Management Group since 2014. He hosts and writes for the podcast "Fresh Perspective Planning," which discusses general financial topics. 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 follows a strategic asset-allocation approach focused primarily on passive index funds and ETFs, tailoring investment plans to each client’s objectives, time horizon, tax considerations, and risk tolerance.

Kevin Regan is a financial advisor at Crionna Wealth LLC with 11 years of industry experience. He holds the CFP® certification and Series 66 license. Prior to joining Crionna Wealth in 2024, he worked for Kestra Advisory and Kestra Investment Services, LLC for eight years. He serves on the board of Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm manages accounts using fundamental analysis and a variety of investment strategies, often employing third-party sub-advisors and conducting periodic reviews.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.

Sandra Thibault is a financial advisor at Barron Financial Group, LLP with 15 years of industry experience. She holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2017. Barron Financial Group serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning, employing a variety of analytical methods and proprietary investment strategies.