Justin Howard is a CFP® professional with 28 years of industry experience. He has worked at Howard Wealth Management, LLC since 2018 and previously held roles at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory work, he is a member of 47 Lafayette Place, LLC, an entity related to managing a real estate property. Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, managing approximately $356 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and family office services with a discretionary, customized approach that emphasizes low-cost investments and educational outreach.

Simone Gladstone is a CFP® professional with 34 years of industry experience. She is currently with Compass Rose Strategic Partners LLC, where she has worked since 2012, and also affiliated with Vanderbilt Financial Group since 2024. Her background includes comprehensive financial planning and insurance services, including long-term care, term life, and variable universal life insurance products. Compass Rose Strategic Partners provides financial planning, portfolio management, and managed-account advisory services to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, with ongoing account monitoring and due diligence on sub-advisers.

Travis Gladstone is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently with Compass Rose Strategic Partners LLC and has previously worked with Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients through four advisors. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars to individuals, trusts, and corporate clients, utilizing asset allocation strategies with mutual funds, ETFs, and third-party managers.

Tyler Linforth is a financial advisor with Compass Rose Strategic Partners LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Compass Rose, he served in the United States Navy from 2017 to 2022 and worked at Amentum for two years. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients, offering comprehensive financial planning, portfolio management, and educational seminars to individuals, trusts, plans, and corporations. The firm primarily employs a wrap fee program and recommends third-party managed account platforms, with portfolios constructed using asset allocation across mutual funds, ETFs, and third-party managers.

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.

Brittni Oxendine is a financial advisor at Tumolo Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, National Financial Network, PANERA, and Momentive Software. Outside of her advisory role, she hosts and facilitates monthly social networking events through her business, Skip the Small Talk LLC. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers tailored portfolio management and financial planning services, utilizing a range of investment strategies and working with third-party managers and custodians.

Dante Bailey is a financial advisor at WJ Financial Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Hollister. WJ Financial Advisors, LLC is a fee-only firm managing approximately $203 million in discretionary assets for individuals, trusts, estates, nonprofits, and small businesses. The firm focuses on target asset allocation and low-cost passive index funds, with selective use of derivatives and borrowing in certain accounts.

Daniel German is a financial advisor at Warner Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual, Cadaret, Grant & Co., Inc., and LPL Financial. In addition to his advisory role, he operates German Financial, a business related to non-variable insurance and investment activities. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement while coordinating with clients’ accounting and legal professionals.

Steven Johnson is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services and currently serves as Managing Partner of Alchemi Funds Management Group, where he provides input on capital allocation to start-up companies. In addition, he is involved as a managing director at Alchemi Capital LLC, which supports start-up and early-stage companies with digital resources. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities, utilizing a variety of analytical methods and both long- and short-term trading strategies. The firm offers customized portfolios and manages held-away retirement-plan assets through an account-aggregation service.

Nahid Noory is a financial advisor with Warner Wealth in Madison, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes significant tenures at LPL Financial and Cetera, alongside earlier experience at Webster Investment Services. Warner Wealth serves individuals, families, and business owners by providing comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and retirement planning. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement and coordinated planning with accounting and legal professionals.

Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.

James Warner is a CFP® professional with 14 years of industry experience, currently serving at Warner Wealth since 2023. He has prior experience at Northstar Wealth Partners and LPL Financial, and he is a minority owner of Warner Allred Tax Solutions, LLC, a tax and accounting services firm. Additionally, he serves as a notary public and holds insurance licenses. Warner Wealth advises individuals, families, and business owners, providing financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm manages approximately $458 million in discretionary assets using a core-and-satellite investment approach and offers services through multiple channels, including automated portfolios and third-party solutions.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Reynolds is also licensed as an insurance agent specializing in life, accident, health, variable life, and variable annuity products. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analytical methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Dean Anatra is a financial advisor at William Joseph Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and is also the owner of a CPA practice, Dean Anatra CPA, LLC, with 30 years in operation. Additionally, he is a 25% member of Brightbooks Shoreline, LLC, a bookkeeping company. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using a range of analytical methods and third-party sub-advisors to tailor investment strategies.

Austin Van Winkle is a financial advisor at HT Partners LLC with eight years of industry experience. He holds a Series 65 designation and has been with HT Partners since 2018. Prior to his advisory career, he worked full-time in education for sixteen years. HT Partners provides fee-based wealth management and financial planning services primarily for family offices and high-net-worth individuals. The firm focuses on customized investment programs and coordinates with external legal, accounting, and risk management professionals to offer multifamily office support.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.

Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost passive index funds, with some accounts employing more active strategies including options and derivatives.