William Knox is the sole advisor at Knox Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kahn Brothers Advisors LLC and Kahn Brothers & Co. Inc. from 1996 through 2022. Knox Capital provides discretionary investment management services primarily to individual clients, focusing on value-oriented strategies that combine quantitative and qualitative analysis. The firm emphasizes long-term investment horizons, management quality, and tailors portfolios to clients’ risk tolerances and financial goals.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

James Lott is the sole advisor at Cropsey Asset Management, LLC, an independent firm based in Ridgefield, CT. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Lott has been with Cropsey Asset Management since its founding in 2003. Cropsey Asset Management provides discretionary investment management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes portfolios built primarily from closed-end funds, exchange-traded funds, and individual equities, employing a variety of fundamental and technical strategies tailored to each client’s risk profile.

Brooke Weise is a financial advisor at Weise Financial Wellness with five years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work includes roles at Grady & Riley, LLP, Ellevest, LPL Financial LLC, and Avantax Advisory Services. Outside of financial advising, she previously operated small businesses in holiday decor and tree services. Weise Financial Wellness is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning. The firm focuses on a holistic, goals-driven process and provides ongoing and project-based planning without managing or holding client assets.

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.

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.

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.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. 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 uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. 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, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.

Brian Parke is a Certified Financial Planner™ at Connecticut Capital Management Group, LLC with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors and Connecticut Benefits Group prior to his current role. Outside of his advisory work, he serves as a board member for the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses, with a diverse investable universe including equities, fixed income, alternatives, and structured products.

Robert Dunbar is a financial advisor with Dunbar Associates, LLC in Monroe, CT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2009 to 2020. Dunbar is also a managing partner in two local development ventures, Turkey Roost Development and Quarry Ridge Development. Dunbar Associates provides wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $307.5 million in client assets, using diversified portfolios that include mutual funds, ETFs, stocks, and bonds, and maintains both discretionary and non-discretionary management strategies.

Gregory Bavedas is a financial advisor with Constitution Investment Advisory and Portfolio Management in Shelton, CT. He holds Series 65, Series 63, and Series 66 licenses and has 15 years of industry experience. His prior positions include roles at Constitution Capital LLC, Wells Fargo Clearing Services LLC, and Cambridge Investment Research, Inc. Bavedas is a 50% owner of Fairfield Brothers LLC. Constitution Investment Advisory and Portfolio Management offers discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $241 million across about 180 client relationships, utilizing a primarily long-term investment process that incorporates fundamental and technical analysis, portfolio rebalancing, and client-specific risk profiling.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Evan Kenagy is a CFP® with eight years of industry experience, currently serving at Colchester Investment Counsel LLC since 2018. His prior experience includes roles at Silver Spring Country Club, The Gym, and Jericho Partnership. Colchester Investment Counsel LLC provides discretionary investment management and financial planning to individuals, families, small businesses, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a focus on asset allocation and long-term holdings, managing approximately $128.8 million across diverse client portfolios.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 49 years of industry experience. He has been with Diamant Asset Management since 1998 and previously worked at Diamant Investment Corporation from 1978 to 2018. He holds Series 63 and Series 65 registrations. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on fundamental analysis, constructing portfolios with distinct equity and fixed-income segments and emphasizing capital preservation.

Keith Cuomo is a financial advisor with Dunbar Associates, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Quint Capital Corporation, Purshe Kaplan Sterling Investments, and Mass Mutual for a combined total of nine years. Dunbar Associates provides advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, specializing in wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $307.5 million in client assets, employing diversified portfolios with a long-term orientation and a notable balance between discretionary and non-discretionary management.

Neil Kenagy is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Colchester Investment Counsel LLC since 2000. Colchester Investment Counsel provides discretionary investment management and standalone financial planning services to individuals, families, small businesses, and charitable organizations. The firm employs a long-term, relatively conservative investment approach that combines fundamental and technical analysis, focusing on dividend-oriented equities and investment-grade bonds, while tailoring asset allocation to clients’ goals and risk tolerance.