Derek Lyon is a CFP® professional at Jeffrey N. Mehler, CFP LLC with one year of experience in financial advising. His prior work history includes roles at Aquilance, LLC, SS&C Technologies, Barnes Group Inc., Hickok & Boardman Insurance Group, and the University of Vermont. Jeffrey N. Mehler, CFP® LLC provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build customized portfolios and employs advanced investment strategies including margin and derivatives, managing a largely discretionary asset base with specialized services such as forensic financial statement analysis.

John Shaw is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Professional Alliance Associates, LLC since 2002 and concurrently serves as a full-time CPA and officer at Mason DiMarco and Shaw PC, a certified public accounting firm where he has worked since 1992. Professional Alliance Associates, LLC operates through fee‑sharing arrangements with other investment management firms and does not provide direct investment advice, manage client assets, or maintain discretionary authority. The firm focuses on operational support rather than hands-on asset management.

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.

Brian Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of advising, he is a Certified Public Accountant providing tax preparation and accounting services. Summit Planning Group offers financial planning and corporate advisory services primarily to owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and provides written financial summaries using client information and third-party software, coordinating implementation with clients’ other advisors.

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 financial advisor with Granite Islands Private Wealth, LLC, holding CFP® certification and Securities Series 65 and 63 licenses. He has 21 years of industry experience, with prior roles at firms including Carson Wealth, Morgan Stanley, and Oppenheimer. Outside of his advisory work, he serves as a Justice of the Peace for the town of Roxbury, conducting ceremonies. 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 institutions. The firm employs a combination of fundamental, technical, and portfolio-level investment strategies, utilizing both active and passive instruments to tailor client portfolios.

Jessica Gilbert is a CFP® with 17 years of industry experience currently serving as an advisor at Mullaney, Keating & Wright, Inc. She joined the firm in 2021 after previous 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 uses fundamental and technical analysis along with mutual fund and ETF evaluation, employing strategies such as long-term purchases and options for hedging or income generation.

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.

Brendan Toomey is a CFP® with 34 years of industry experience, currently serving at Toomey Investment Management, Inc. and Leigh Baldwin & Co., LLC. He holds a Series 63 license and has been with Toomey Investment Management since 2010. Outside his advisory roles, he is self-employed in tax return preparation during the tax season. Toomey Investment Management, Inc. is an SEC-registered adviser providing model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charities, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing roughly $321 million across a broad client base.

Francis Carpentier is a CFP® with 28 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc since 2003. Prior to that, he worked at Olson Mobeck Investment Advisors, Inc. for five years. He holds Series 63 and Series 65 licenses. Mullaney, Keating and Wright, Inc. provides investment supervisory services and individual portfolio management to individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation, with accounts reviewed quarterly and tailored to client objectives.

Justin Howard is a CFP® professional with 29 years of industry experience. He is a principal at Howard Wealth Management, LLC in Madison, CT, where he has worked since 2018. Prior to that, he was associated with APW Capital, Inc. and Cherry Street Partners. Howard Wealth Management serves individual and corporate clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $397 million in discretionary assets, employing a fiduciary approach with diversified portfolios that incorporate mutual funds, ETFs, individual securities, and alternative investments.

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.

Austin Toomey is a financial advisor at Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Leigh Baldwin & CO., LLC since 2011. Outside of advising, he is involved in tax preparation during tax season. Toomey Investment Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm offers model portfolio management, pension consulting, and comprehensive financial planning, utilizing a tactical asset allocation approach that combines technical analysis with fundamental research.

Daniel Perreault is a financial advisor with Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Toomey Investment Management, he worked at Park City Ford from 2016 to 2019. Toomey Investment Management, Inc. provides model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm employs a model portfolio approach that integrates diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing approximately $321 million for about 1,291 clients.

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, holding a Series 65 designation with two years of industry experience. Prior to joining Monte Financial Group in 2024, he worked at Bentley University for five years and at Cooperstown Middle and High School for six years. Monte Financial Group serves individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients by providing discretionary portfolio management, comprehensive financial planning, and sub-advisory services. The firm uses a documented, client-specific investment process focused primarily on individual equities and investment-grade fixed income, and they provide performance reporting for accounts above $250,000.