Lazetta Braxton is a CFP® and the sole advisor at The Real Wealth Coterie with 17 years of industry experience. She previously worked with 2050 Wealth Partners, LLC, Financial Fountains, LLC, and currently leads her own consulting firm, Lazetta Rainey Braxton, LLC, where she provides speaking, writing, and consulting services focused on financial planning and diversity, equity, and inclusion initiatives. Lazetta is also the founder and CEO of Black Asset Group, a business membership and consulting firm serving financial planners. The Real Wealth Coterie is an independent registered investment adviser serving individuals, small business owners, and charitable organizations. The firm combines comprehensive financial planning with discretionary investment management, emphasizing long-term, passive asset allocation using diversified mutual funds and ETFs, and offers specialized services such as charitable-entity consulting and management of Schwab 529 education accounts.

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.

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.

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.

Brian Williams is a financial advisor at Northshire Consulting, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Triad Advisors, Inc. and Future Benefits, Inc. since 2018, he has been with Northshire Consulting. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, with a focus on portfolio management and retirement plan consulting. The firm combines active and passive mutual funds with diversification strategies and conservative cash instruments, and it holds discretionary authority under ERISA §3(38) for certain retirement plan model portfolios.

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.

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 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.

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.

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.

Morris Armstrong is a financial advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has one year of experience as an advisor at Crionna Wealth and 25 years of experience owning and operating Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a variety of investment strategies tailored to client goals and risk tolerance and offers ERISA services as both a limited 3(21) adviser and discretionary 3(38) investment manager.

Paul Schatz is a financial advisor at Heritage Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Heritage Capital since 2003. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary asset-management programs based on momentum, trend-following, and mean-reversion models, with portfolio allocations typically including mutual funds, ETFs, and variable annuity sub-accounts.

Edward Lovejoy is a financial advisor with Ladd Capital Management LLC in New Haven, CT, holding 33 years of industry experience. He has worked at Ladd Capital Management since 1993. Ladd Capital Management is a fee-only investment management firm serving individuals and institutional clients such as trusts, pension plans, banks, and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of security-analysis techniques and avoiding leveraged or inverse ETFs.

Ronald Milone is a financial advisor at Heritage Capital, LLC with 25 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is a partner at Marcum LLP, where he provides tax consulting, preparation, and assurance services. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, offering discretionary investment advisory services, financial planning, and retirement plan consulting. The firm uses an active, risk-managed investment approach driven by proprietary momentum, trend-following, and mean-reversion models.

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.