Jack Brown is a financial advisor at Morgan House Capital, LLC in East Hartford, CT, holding Series 65 and Series 63 licenses with three years of industry experience. He has worked at several firms including Belmont Asset Management, Ameriprise Financial Services, and Medallion Wealth Advisors. Outside of his advisory role, he operates a full-time restaurant business. Morgan House Capital is an independent Connecticut-registered investment adviser serving individuals, trusts, and estates with discretionary wealth management and financial planning. The firm utilizes a combination of fundamental and technical analysis to construct customized portfolios and generally manages long-term investments while maintaining flexibility for shorter-term adjustments.

William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

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.

Ronald Eleveld is a financial advisor at Financial Advantage Advisors Co. in Windsor, CT, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he serves as Treasurer and board member of the Windsor-Windsor Locks Rotary Club and is an elected member of the Windsor Town Council. Financial Advantage Advisors Co. primarily serves individual clients, including high-net-worth households, offering financial planning, asset management, and referrals to third-party money managers. The firm follows a value-oriented, long-term investment approach using mutual fund model portfolios and provides services through brokerage and insurance channels.

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.

Mark Butler is the president and owner of Butler & Co., Inc., an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His career includes roles at Southeast Investments, N.C. Inc., Northeast Securities, and founding ACT International, Inc., a religious social services nonprofit. He is also the founder of Gulfstar Corporation, an oil and gas private investment vehicle. Butler & Co., Inc. provides investment advisory and consulting services to individuals, employee benefit plans, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, advisory consulting, third-party adviser selection, and pension consulting, with a client-driven process that emphasizes suitability and regular account monitoring.

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.

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.

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® professional 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 LLC, and Key Bank. Outside of his advisory role, Rodriguez manages Willow Tax Prep LLC, where he provides tax preparation services. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor and tax preparation services, employing a long-term and tax-efficient investment approach primarily using mutual funds, ETFs, and individual securities.

David Torres Onisto is a CFP® with 19 years of industry experience and currently serves as an advisor at Top Private Wealth. He has worked at Private Advisor Group, LLC and LPL Financial since 2014. Outside of his advisory role, he owns and operates David Torres Tax Services, providing tax preparation services. Top Private Wealth serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a fee-only model and utilizes asset allocation and Modern Portfolio Theory, combining passive and active strategies with a focus on tax efficiency and long-term holdings.

Robert Ignagni is a financial advisor with Strategic Financial, LLC and holds the Series 63 and Series 65 designations. He has 25 years of industry experience and is co-owner of Walston & Ignagni, P.C., a Certified Public Accounting firm providing tax and accounting services. His prior work includes long-term roles at Absolute Concepts & Solutions, LLC, FFP Advisory Services, Inc., FFP Securities, Inc., and Walston & Ignagni, P.C. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis supported by a proprietary market assessment model to guide tactical portfolio adjustments, managing assets primarily on a discretionary basis with quarterly reviews.

George Miller is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds a Series 63 designation and has worked at Buell Securities Corp since 2021 and Coburn & Meredith, Inc. since 1975. Buell Investment Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority accepted in specific cases.

Karl Zirolli is a CFP® professional with 42 years of industry experience. He is currently with Summit Planning Group, LLC and has previously worked at LPL Financial and Lincoln Financial Securities Corporation. Zirolli has been involved with Summit Planning Group and related entities since 1997. He also sells life, disability, and long-term care insurance through Merritt Insurance. Summit Planning Group provides financial planning and corporate advisory services primarily for owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and offers written summaries with generic investment and tax-related recommendations, coordinating implementation with clients' other advisors.

Mark Briggs is a CFP® with 25 years of experience in financial advising. He has been with Briggs Wealth Management, LLC since 2000. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services including executor services and tax preparation, emphasizing long-term, tax-efficient investment strategies primarily using mutual funds, ETFs, and individual securities.

Eric Powers is a CFP® with 17 years of industry experience, currently serving as an advisor at TOP Private Wealth. His work history includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he owns and operates Powers Tax Preparation Services and SkyBlue Wealth Advisors. TOP Private Wealth LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm combines passive and active strategies with a focus 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.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Pasco Advisors since 2016, following a four-year tenure at Scranton Advisors, LLC. In addition to his advisory role, he operates as an insurance broker specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns a tax preparation business, Pasco Tax Advisory Group LLC. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services with a conservative, low-turnover investment approach focused on general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative strategies.

Tyler Olson is the sole advisor at Olson Consulting LLC in Manchester, CT, holding Series 66 and Series 65 licenses with 17 years of industry experience. He has operated his own consulting firm since 2019 and previously worked in bookkeeping and the brewing industry. Olson is also a co-owner and co-host of a financial education podcast, Physician Cents LLC. Olson Consulting primarily serves physicians and individual clients, providing financial planning, discretionary asset management, and specialized business-owner services for physician practices. The firm uses a passive, diversified investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and appropriate asset allocation.

Nicholas Broska is a financial advisor at Financial Resources Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Sanford and Hawley and Express Kitchens. He is in the process of starting a part-time bookkeeping business. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm follows a value-oriented investment style using multi-asset portfolios and offers discretionary portfolio management along with a wrap fee program.