Robert Sand is a financial advisor at Vision Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fortis Group Advisors, LPL Financial, and World Equity Group. In addition to his advisory work, Sand serves as an adjunct professor at Merrimack College and Johnson & Wales University. Vision Wealth Advisory provides investment management, retirement-plan services under ERISA Sections 3(21) and 3(38), and related consulting to institutions, employee-sponsored retirement plans, charitable organizations, trusts, and individuals. The firm employs a strategic asset allocation approach incorporating mutual funds, equities, fixed income, and third-party managers, with a focus on risk adjustment and tax efficiency.

Lili Vasileff is a CFP® professional with 16 years of industry experience, operating through Wealth Protection Management, an independent advisory firm based in Woodbridge, CT. She has been involved with Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and expert testimony for litigation support. Wealth Protection Management serves individual clients and legal professionals by offering investment advisory and wealth protection services alongside a dedicated divorce financial planning practice. The firm employs a fee-only structure, emphasizes strategic asset allocation with a blend of passive and active investment strategies, and provides customized portfolio management tailored to each client’s objectives.

Gilbert Donovan III is a financial advisor at GCD Financial Planning and Advisory Services with three years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Corporation from 2015 to 2018. He has been with GCD Financial Planning and Advisory Services since 2018. GCD Financial Planning and Advisory Services offers customized, fee-only financial planning and advisory services to a diverse client base, including individuals, trusts, estates, small businesses, and charitable organizations. The firm operates under a fiduciary standard without managing client assets or exercising discretionary trading authority, focusing on asset allocation and diversified, fund-based strategies with fixed, retainer, or hourly fees.

Patrick Fremont is a financial advisor with Fremont Wealth Management, LP, holding a Series 65 designation and 29 years of industry experience. He has worked at Schwartz & Hofflich Capital Management, L.P. since 1995. Fremont Wealth Management, LP provides discretionary portfolio management and investment advice for individual, retirement, business, foundation, trust, and estate accounts. The firm employs a value-oriented “growth at a reasonable price” strategy that incorporates bottom-up fundamental analysis and macro thematic considerations, with an emphasis on dividend-paying stocks and international opportunities.

Frank Colarusso is a financial advisor at Cedar Lane Advisors, LLC in New Haven, CT, holding a Series 65 designation with seven years of industry experience. He has been associated with Cedar Lane Advisors since 1998. Cedar Lane Advisors provides wealth management, financial planning, and investment management services primarily to high-net-worth individuals and families. The firm offers individualized Wealth Plans and employs a non-discretionary approach to long-term strategic asset allocation using a combination of passive and active strategies.

Alex Madlener is a CFP® and Series 65 licensed financial advisor with 16 years of industry experience. He has been with Dick Hutchinson Registered Investment Advisor for 10 years and also maintains a role at Open Circle Advisors. Madlener holds an independent insurance agent license, which he uses as a secondary activity to his advisory work. Dick Hutchinson Registered Investment Advisor serves a small clientele of individual, high-net-worth, corporate, and charitable clients, offering financial planning, portfolio management, and project-based consulting. The firm manages client accounts primarily on a non-discretionary basis using customized investment policies that incorporate equities, bonds, mutual funds, and ETFs, and provides educational workshops at no cost to clients.

Stephen Lupkas is a CFP® professional with over 31 years of experience in the financial services industry. He has operated MyFinancialPro, LLC since 2005, providing advisory services from Shelton, CT. MyFinancialPro offers discretionary portfolio management and financial planning to individuals, families, and high-net-worth clients. The firm employs a long-term, strategic asset allocation approach enhanced by proprietary quantitative and algorithmic analysis, managing a focused client base with an institutional platform for research and operational support.

Sean Sullivan is a financial advisor at Thrivealike LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lifeworks Advisors, Arete Wealth Management, and National Securities Corp. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Thrivealike LLC offers portfolio management, 401(k) plan management, and tiered financial planning subscription services to individuals and high-net-worth clients. The firm employs various investment strategies documented in client-specific Investment Policy Statements and integrates insurance products through its principal’s licensed insurance activities.

Eddy Agyeman is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Connecticut Capital Management Group, LLC, having previously worked at Foundations Investment Advisors, LLC, Fuchs Financial, and Bank of America N.A. He serves as a voting member of the board for Open Door Shelter. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios aligned with client risk tolerances.

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

Charles Koncz is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and over 51 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Securities Corporation, and he has been involved with Summit Planning Group and related entities since 1995. In addition to advisory services, he is active in insurance sales including long-term care and fixed life insurance products. Summit Planning Group provides 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 involving personal financial, retirement, estate, and business continuation planning, coordinating implementation through clients’ other advisors rather than managing assets directly.

James Mitchell is a financial advisor at Mighty Oak Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Mighty Oak Management since 2015. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary services, including private fund advisory and hedge fund consulting.

Gretchen Brunner is a CFP® with 20 years of industry experience, currently affiliated with Compass. She has held roles at M & G Brunner LLC since 2019 and Comprehensive Planning Associates, Ltd. since 2004. In addition to her advisory work, she serves as an enrolled agent managing tax preparation and office operations. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and offers ongoing consulting along with educational seminars and workshops.

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.

Benjamin Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and Summit Asset Management. His other business activities include a non-variable insurance role at Merit Insurance Services. 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 coordinates implementation with clients’ other advisors without providing ongoing portfolio management or custody of assets.

Richard Hutchinson is a CFP® with 17 years of industry experience and has been operating Dick Hutchinson Registered Investment Advisor since 1992. He also founded Summit Investor Coach, LLC in 2010 and serves as a board member of the Mary Wade Nursing Home, a nonprofit organization in New Haven, CT. His firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm emphasizes written investment policy statements and non-discretionary portfolio management, often integrating investment management with financial planning engagements.

Panfilo Guglielmi Jr. is a CFP® professional with 26 years of industry experience, currently serving at Advanced Capital Advisors, LLC since 2000. He is also the owner of a CPA and tax preparation firm, where he dedicates a minority of his time. Prior to and alongside his advisory role, he has over 15 years of experience as a CPA. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pensions, and corporate clients. The firm integrates investment advisory services with an affiliated CPA practice, employing a strategic-tactical, core-and-satellite investment approach that combines passive index/ETF cores with active management and global diversification.

Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.

Frederick Docous is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors LLC. Synthesis Capital Group provides discretionary investment management to individual and business clients, focusing on U.S. equities, ETFs, and listed equity options. The firm uses systematic and quantitative methods to tailor portfolios through a variety of strategies, including long-short and options trading.

Thomas Blake is a CFP® with 10 years of experience in financial advising. He is currently with B Side Partners, LLC and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Blake also worked independently and with Disruptive Technology Advisers before joining his current firm. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes. The firm provides comprehensive family office consulting and investment management, including estate planning, philanthropy support, and legal and contract services, while tailoring investment strategies to client goals and using a combination of analytical approaches.