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.

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.

Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.

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.

Dylan Bond is a financial advisor at Bond Financial Group, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Financial Private Capital, LLC from 2014 to 2018. Outside of advisory services, he is involved in the sales and servicing of fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high-net-worth clients, utilizing third-party sub-advisers for portfolio implementation and offering educational seminars on investments and personal finance.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.

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.

Christopher Powers is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Arkadios Capital, Triad Advisors, RBC Capital Markets, and Advest, Inc. In addition to his advisory work, he is involved in health, life, and disability insurance sales. Wealth Management Group of North America serves individuals, high-net-worth clients, families, and business clients with financial planning, tax-coordinated services, and investment management. The firm emphasizes customized asset allocation, uses third-party asset managers, and offers both fee-based and commissionable products alongside coordinated tax services.

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.

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® professional with five years of experience in financial advisory roles. He has worked with firms including Arkadios Capital, Osaic Wealth, and Prudential Insurance Company of America. He has also held positions at Roger Williams University and Turnpike Wine and Spirits. He is an advisor at Wealth Management Group of North America (WMGNA), which serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm’s approach includes customized strategic asset allocation, use of third-party asset managers, and ongoing portfolio monitoring.

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-owner of Walston & Ignagni, a CPA firm providing tax and accounting services, since 1985. His prior experience includes roles at FFP Advisory Services, Inc. and FFP Securities, Inc. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as various institutional entities. The firm uses a combination of fundamental and technical analysis along with a proprietary market assessment model to guide portfolio management tailored to clients’ risk tolerance and time horizon.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.

Daniel Friedman is a financial advisor at Wealth Management Group of North America (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WMGNA since 1995, previously working at Triad Advisors, Inc. from 2014 to 2017. In addition to his advisory role, he is involved in insurance sales, including life, health, long-term care, and disability insurance. 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’s investment process focuses on customized strategic asset allocation and selection of third-party asset managers, with ongoing monitoring and formal annual reviews.