Deborah King is a financial advisor at Asset Management Associates with 24 years of industry experience. She holds the Series 65 designation and has been affiliated with Springfield Technical Community College since 2001. Asset Management Associates provides portfolio management and financial advisory services to individual investors and smaller institutional clients, including charitable organizations, foundations, and endowments. The firm emphasizes asset allocation through a combination of fundamental and technical analysis, utilizing highly liquid investment vehicles and maintaining a generally long-term, buy-and-hold approach with tactical adjustments as needed.

Raymond Serra Jr. is a financial advisor with Narrow Path Guidance, LLC and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and previously worked at Royal Alliance Associates, Inc., Richard A. Norkun & Associates, LLC, and FSC Securities Corporation. In addition to his advisory work, he is a CPA and member of Serra & Associates LLC, an accounting practice, and serves as a pastor, elder, and secretary at Christ Community Church. Narrow Path Guidance provides financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. The firm emphasizes a passive, diversified investment approach focused on low cost and tax efficiency, primarily recommending indexed mutual funds and ETFs, and delivers investment advice through consultation rather than discretionary management.

Mary Dee is a financial advisor at WPG Advisory Group, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked with Wealth Preservation Group since 2009. Her advisory practice includes financial planning and consulting, focusing on coordinating with third-party money managers. WPG Advisory Group primarily serves individual and high-net-worth clients by providing financial planning and facilitating referrals to third-party money managers. The firm does not directly manage client assets but monitors accounts and supports clients through financial planning, insurance reviews, and estate planning.

Brian Elmer is a Series 65-licensed financial advisor with 21 years of industry experience, currently operating at BE Investment Management in Farmington, CT. His prior roles include positions at Fortis Capital Advisors, People's Securities, and Olson Mobeck Investment Advisors. BE Investment Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients. The firm manages approximately $6 million in assets, delivering personalized portfolio management that incorporates fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies tailored to client objectives.

Joel Kosovsky is a CFP® and PFS™ with 27 years of experience in financial services. He is the principal and sole advisor at Horizon Financial Advisors, LLC, an independent firm based in West Hartford, CT. Kosovsky also manages two CPA firms, Kosovsky and Company CPAs and Consultants, LLC and KPS & Company, LLC. Horizon Financial Advisors serves a small client base with asset management, financial planning, and pension and profit-sharing plan consulting. The firm manages portfolios primarily on a non-discretionary basis, using a combination of strategic and tactical asset allocation, model portfolios, and fundamental and technical analysis.

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.

Leonard Del Gallo Jr. is a Certified Financial Planner® with 26 years of industry experience and the principal of Del Gallo Financial Services, LLC, an independent advisory firm he founded in 1999. He holds Series 63 and 65 licenses and is involved in real estate brokerage and financial education, including curriculum design for the College for Financial Planning. Del Gallo Financial Services provides portfolio management, financial planning, pension consulting, and trust referral services to individuals, plans, trusts, and institutions. The firm manages client portfolios on a non-discretionary basis with an emphasis on asset allocation across mutual funds, ETFs, and selected securities, while also sponsoring educational seminars and offering insurance products through an affiliated agency.

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.

Brian Williams is a financial advisor at Northshire Consulting, LLC in Southington, CT, with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors, Inc., Future Benefits, Inc., and Ameriprise. He has operated Northshire Consulting since 2018. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans. The firm focuses on diversified portfolios combining active and passive mutual funds, with an emphasis on conservative cash instruments and acts as an ERISA §3(38) fiduciary for retirement plans, handling discretionary authority and coordination with plan participants and recordkeepers.

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.

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.

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.

Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.