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.

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.

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.

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 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.

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.

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.

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.