Seth Tutlis is a CFA® charterholder and Series 63 licensee with two years of experience, currently serving as the sole advisor at Seneca Wealth Advisors, LLC. His prior experience includes roles at Hillhouse Investments, Balance Point Capital, and Harvest Capital Management. Outside of advisory work, he serves as chairman for several accounting firms and teaches as an adjunct professor at Sacred Heart University. Seneca Wealth Advisors LLC is an independent, single-advisor firm that provides portfolio management and financial planning for individual and high-net-worth clients. The firm uses a range of analytical approaches and offers discretionary management across a broad investable universe, including alternatives, with quarterly account reviews.

Michael Ashmore is a CFA® charterholder and holds a Series 63 license. He is the principal advisor at Rondeivu Advisory with two years of industry experience. Prior to founding Rondeivu Advisory, he worked at OMERS Administration Corp. for five years. He serves as a volunteer member of the Board of Trustees and the Finance and Investment Committee at the Pequot Library in Southport, CT. Rondeivu Advisory provides investment advisory services to institutional clients, focusing on private market transactions such as private placements, co-investments, and secondary market offerings. The firm offers both discretionary and non-discretionary engagements and emphasizes manager selection, transaction due diligence, and ongoing portfolio monitoring.

Jack Forehand is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Validea Capital Management LLC since 2004 and is also involved with Validea.com as a consultant focused on business development, education, and product development. Validea Capital Management serves individual investors, high-net-worth clients, trusts, and corporate entities by providing discretionary portfolio management through separately managed accounts and a digital automated advisory. The firm uses systematic, quantitative stock-selection models based on published investment strategies and offers a range of actively managed equity strategies, ETF model portfolios, direct indexing, and automated allocation services.

William Donaldson is a CFP® with 22 years of industry experience. He is the principal of Donaldson Financial Wellness Network, LLC, where he has worked since 2013. His prior experience includes roles at Vista Investment Advisors LLC and Conscious Capital Wealth Management LLC. In addition to his advisory work, Donaldson provides divorce financial planning and mediation services, assisting individuals and couples with financial settlements and tax planning related to divorce. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and utilizes third-party asset managers, providing ERISA fiduciary support, vendor selection assistance, and participant education as part of its services.

Cesar Cortes is a financial advisor at SUMUS Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Financial Planning Services, LPL Enterprise, and Western International Securities. He also operates Cortes Benefits Consulting, LLC, an independent business consulting venture. SUMUS Financial LLC provides investment advisory and wealth management services to individuals, high net worth clients, and businesses. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers flexible fee arrangements including hourly and fixed fees for financial planning.

Lazetta Braxton is a CFP® with 18 years of industry experience and is the sole advisor at The Real Wealth Coterie. She has previously worked at 2050 Wealth Partners, LLC, and Financial Fountains, LLC. Lazetta is also the CEO and owner of Lazetta Rainey Braxton, LLC, a consulting firm providing speaking, writing, and consulting services focused on financial planning and diversity, equity, and inclusion initiatives, and she is a founder and CEO of Black Asset Group, which offers business membership and consulting services for financial planners. The Real Wealth Coterie offers comprehensive financial planning and discretionary investment management to individuals, small business owners, and charitable organizations. The firm emphasizes a long-term, passive, diversified asset allocation approach with portfolios managed under written investment policies and provides targeted services for charitable entities and strategic business financial planning.

Robert Sand is a financial advisor with Vision Wealth Advisory in Orange, CT, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Fortis Group Advisors. Outside of advisory work, he serves as an adjunct professor at Merrimack College and Johnson & Wales University. Vision Wealth Advisory provides investment management, ERISA retirement-plan services, and consulting to institutions, charitable organizations, trusts, and individual clients. The firm emphasizes strategic asset allocation, ongoing portfolio monitoring, and the use of third-party managers, offering both discretionary and non-discretionary account supervision.

Lili Vasileff is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Wealth Protection Management in Woodbridge, CT. She has operated Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and neutral expert testimony for litigation support. Wealth Protection Management offers investment advisory and wealth-protection services alongside a distinct divorce financial planning practice. The firm provides individualized portfolio construction with a blend of passive indices and active security selection, serving individual clients and legal professionals on divorce-related financial matters on a fee-only basis.

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.

Robert Gutman is the sole advisor at Hunjo LLC in Westport, CT, holding a Series 65 credential with seven years of industry experience. He previously worked for ten years at Blank Check Capital Management, LLC before founding Hunjo in 2017. Since 2023, he has also served as managing member of Stillwater One, LLC, a private fund manager for one client. Hunjo provides discretionary portfolio management primarily for high-net-worth individuals, focusing on publicly traded Special Purpose Acquisition Companies (SPACs) and other equities. The firm delivers ongoing investment management with customized Investment Policy Statements and conducts monthly portfolio reviews to align with client objectives.

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® professional with 16 years of industry experience, currently operating at Dick Hutchinson Registered Investment Advisor since 2016. He also maintains a relationship with Open Circle Advisors that began in 2009. Madlener holds a Series 65 license and is a licensed independent insurance agent, dedicating minimal time to insurance as a secondary activity. Dick Hutchinson Registered Investment Advisor serves primarily individual and high-net-worth clients, along with some corporate and charitable clients, offering financial planning, portfolio management, and project-based consulting. The firm employs customized investment policy statements with a focus on individual equities, bonds, mutual funds, and ETFs, managing accounts mostly on a non-discretionary basis while linking investment management to ongoing written financial plans.

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 worked at firms including Lifeworks Advisors, Arete Wealth Management, National Securities Corp, and Voya Financial Advisors. Sullivan is also an independent insurance agent. Thrivealike LLC is an independent, solo registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, 401(k) plan management, and tiered financial planning subscription services. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and cyclical analyses, with recommendations that include mutual funds, ETFs, equities, fixed income, and insurance products.

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.

James Mitchell is a financial advisor at Mighty Oak Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Mighty Oak Management in 2015, he worked at Invest Financial Corporation, Blue Hill Capital Partners LLC, and UBS Financial Services. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals and institutions, including corporations, trusts, estates, charitable organizations, and pension plans. The firm uses asset-allocation and portfolio-modeling tools to recommend investment strategies, primarily managing assets on a non-discretionary basis and sponsoring a wrap fee program.

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.