Mary Jane Sullivan is a CFP® with 17 years of industry experience and is the sole advisor at Sullivan Financial, LLC in Essex, CT. She has been with Sullivan Financial since 2008. In addition to her advisory role, she is involved in life and health insurance sales. Sullivan Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning and consulting and recommends portfolio management through co-advisory relationships with independent third-party registered investment advisers.

Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

Brian Andrus is a CFP® with 39 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously operated the Andrus Agency since 1995. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a model-driven investment approach based on modern portfolio theory, emphasizing diversification and long-term holdings.

Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.

Anthony Lynch IV is a financial advisor at Mullaney, Keating & Wright Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1998. Mullaney, Keating & Wright Inc provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.

Lorenzo Gaudioso is a CFP® professional affiliated with Granite Islands Private Wealth, LLC, with 21 years of industry experience. He has worked at several firms including Carson Wealth, CWM, LLC, and Oppenheimer. Outside of his advisory role, he serves as a Justice of the Peace in Roxbury, Connecticut. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a mix of fundamental, technical, and portfolio-level strategies, including the use of derivatives and tactical asset allocation, to tailor portfolios to client needs.

Jessica Gilbert is a CFP® with 16 years of experience in the financial industry. She has worked at Mullaney, Keating & Wright, Inc. since 2021 and previously held roles at LPL Financial and Voya Investment Management. Mullaney, Keating & Wright, Inc. provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis, utilizing strategies such as long-term purchases and options-based hedging or income generation, with client accounts monitored continuously and reviewed at least quarterly.

Charles Andriole is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked for Hightower Advisors for 10 years and more recently joined Granite Islands Private Wealth and Sanctuary Securities. He is the founder and managing director of Granite Islands Private Wealth. Granite Islands Private Wealth provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including Modern Portfolio Theory and tactical asset allocation, using both active and passive strategies tailored to client portfolios.

Robert Delucca is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Hightower Advisors, LLC for ten years and has been with Granite Islands Private Wealth and Sanctuary Securities, Inc. since 2025. Delucca is also the owner of The RAD Advisory LLC, an investment advisory business. Granite Islands Private Wealth, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies, including tactical asset allocation, technical and fundamental analysis, and the use of derivatives and leveraged strategies tailored to client needs.

Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.

Francis Carpentier is a CFP® with 27 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc., where he has worked since 2003. The firm provides investment supervisory services and portfolio management to individuals, pension plans, charitable organizations, and corporations. Mullaney Keating & Wright employs fundamental and technical analysis combined with mutual fund and ETF evaluation, utilizing strategies such as covered calls and spreading for hedging or income generation, with continuous account monitoring and client-specific investment policies.

Justin Howard is a CFP® professional with 28 years of industry experience. He has worked at Howard Wealth Management, LLC since 2018 and previously held roles at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory work, he is a member of 47 Lafayette Place, LLC, an entity related to managing a real estate property. Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, managing approximately $356 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and family office services with a discretionary, customized approach that emphasizes low-cost investments and educational outreach.

Michele Arsenault is a financial advisor at Granite Islands Private Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors for 12 years before joining Granite Islands and Sanctuary Securities in 2025. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth clients, trusts, retirement plan participants, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including portfolio-level strategies such as Modern Portfolio Theory and tactical asset allocation, using both active and passive instruments.

Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. He has also been associated with M & H Advisors, LLC since 2005. Outside of his advisory role, he works as an independent insurance agent for various companies. Wealth Management Advisers, LLC provides services to individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm focuses on asset allocation and long-term investment strategies, offering portfolio management, financial planning, and pension consulting through both discretionary and non-discretionary platforms.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

Robert Dimarco is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Professional Alliance Associates, LLC since 2002 and is also a full-time Certified Public Accountant and officer at Mason, DiMarco & Shaw, PC, where he has worked since 1984. Professional Alliance Associates, LLC operates on a fee‑splitting basis with other investment management firms and does not provide direct investment advice or manage client assets. The firm focuses on operational support rather than portfolio management or client account oversight.

Noah Lifgren is a financial advisor at Monte Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education at Bentley University and Cooperstown Middle and High School. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management and financial planning, emphasizing fundamental analysis and formal performance reporting, and has expanded into institutional and sub-advisory services with capabilities for account-specific investment restrictions.

Dante Bailey is a financial advisor at WJ Financial Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Hollister. WJ Financial Advisors, LLC is a fee-only firm managing approximately $203 million in discretionary assets for individuals, trusts, estates, nonprofits, and small businesses. The firm focuses on target asset allocation and low-cost passive index funds, with selective use of derivatives and borrowing in certain accounts.

Elizabeth Cook is a financial advisor with Diastole Wealth Management, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Diastole since 2002. Outside of her advisory role, she is a principal at Eden Partners. Diastole Wealth Management provides portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm customizes portfolios based on client objectives and risk tolerance, employing various analytical methods and investment strategies, and also manages private pooled vehicles, including serving as an affiliated general partner.