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.

Richard Leukart is a financial advisor with Charter Oak Asset Management, Inc. in Cheshire, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Charter Oak since 2007. Outside of his advisory role, Leukart is co-owner of Seventy West, LLC, an LLC established to manage rental property. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profits by providing discretionary investment management through proprietary Managed Account Programs, consulting, and fixed-income purchase advisory services. The firm emphasizes strategic asset allocation and active management informed by chart analysis and economic indicators, and it provides clients with regular performance reporting and access to insurance products.

Christopher Powers is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Arkadios Capital, Triad Advisors, RBC Capital Markets, and Advest, Inc. In addition to his advisory work, he is involved in health, life, and disability insurance sales. Wealth Management Group of North America serves individuals, high-net-worth clients, families, and business clients with financial planning, tax-coordinated services, and investment management. The firm emphasizes customized asset allocation, uses third-party asset managers, and offers both fee-based and commissionable products alongside coordinated tax services.

David Gibbs is a financial advisor with Successful Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and National Planning Corporation, and he has operated Gibbs Financial Services, LLC since 2014. Successful Wealth Strategies serves individuals, business entities, trusts, estates, and retirement plans with services including money coaching, financial planning, investment management, and qualified plan consulting. The firm emphasizes a behavioral-first planning process and offers diversified portfolio management alongside educational seminars and coaching integrated into client planning.

Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.

Corrin Burke is a CFP® with 26 years of industry experience, currently serving at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke is treasurer of the nonprofit organization Love Has a Home. Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals, business entities, retirement plans, trusts, and nonprofits. The firm uses a behavioral investment approach combined with money coaching and business archetype coaching, offering portfolio management alongside educational meetings and employee participant services.

Morris Armstrong is an advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has been with Crionna Wealth since 2026 and has 25 years of experience as the owner of Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm manages approximately $65.6 million in discretionary assets and utilizes a discretionary investment approach that often incorporates third-party sub-advisors and fundamental analysis to construct customized portfolios.

Jacob Sapia is a CFP® professional with five years of experience in financial advisory roles. He has worked with firms including Arkadios Capital, Osaic Wealth, and Prudential Insurance Company of America. He has also held positions at Roger Williams University and Turnpike Wine and Spirits. He is an advisor at Wealth Management Group of North America (WMGNA), which serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm’s approach includes customized strategic asset allocation, use of third-party asset managers, and ongoing portfolio monitoring.

Robert Malik is a financial advisor at Charter Oak Asset Management, Inc. with 38 years of industry experience. He has been with Charter Oak since 1997. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profit organizations by offering discretionary investment management through proprietary Managed Account Programs (MAPs), consulting, and a purchase-advisory service for individual fixed-income securities. The firm emphasizes strategic asset allocation and active management informed by chart analysis, economic fundamentals, and technical indicators, with regular performance reporting that includes benchmark comparisons and beta disclosures.

Divina Marcktell is a financial advisor at Haviland & Sams, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Haviland & Sams since 2012. Haviland & Sams serves corporations, individuals including high-net-worth clients, families, business owners, professionals, and corporate executives. The firm focuses on developing investment policy statements, recommending asset allocations, and identifying independent managers, operating primarily through fixed or hourly engagements rather than discretionary asset management.

Daniel Friedman is a financial advisor at Wealth Management Group of North America (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WMGNA since 1995, previously working at Triad Advisors, Inc. from 2014 to 2017. In addition to his advisory role, he is involved in insurance sales, including life, health, long-term care, and disability insurance. WMGNA serves individuals, high-net-worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee-based and commissionable investment management. The firm’s investment process focuses on customized strategic asset allocation and selection of third-party asset managers, with ongoing monitoring and formal annual reviews.

Anthony Mandile is a financial advisor with CM Financial Advisors, LLC and holds credentials as a Certified Public Accountant. He has 26 years of industry experience and has worked at Ciampi, Mandile & Company for over 36 years. Outside of his advisory role, he is a member of both Ciampi Mandile & Company, LLC, a CPA firm, and Premier Mortgage Group, LLC, a mortgage brokerage company. CM Financial Advisors, LLC provides investment management and personal financial planning services to individuals, businesses, trusts, estates, not-for-profit organizations, and retirement plans. The firm tailors investment programs to each client’s goals and risk tolerance and is noted for its close affiliation with an accounting firm and a mortgage brokerage while focusing primarily on non–high-net-worth individuals and smaller institutional clients.

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.

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.

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.

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 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.

Andrew Madlener is a CFP®-credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Open Circle Wealth Partners in North Haven, CT, and has been managing client portfolios since 2012. Open Circle Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, and certain business entities by providing comprehensive wealth management, investment management, and financial consulting. The firm employs a long-term, asset-allocation strategy grounded in Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, with advanced planning supported by Monte Carlo analysis and specialized fixed-income management.