James Thibault is a CFP® with 21 years of industry experience, currently serving at Barron Financial Group, LLP since 2006. He previously worked at Purshe Kaplan Sterling Investments from 2006 to 2017. Outside of his advisory role, he is involved in community and nonprofit organizations, including serving as President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and emphasizing participant education and proprietary momentum-based asset allocation.

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.

Jacob Sapia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Wealth Management Group of North America (WMGNA) and has previously worked at Arkadios Capital, Osaic Wealth, Prudential Insurance Company of America, and Pruco Securities, among others. 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 emphasizes customized strategic asset allocation and third-party asset manager selection, offering consolidated reporting and client portal access as part of its services.

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, LLC (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2014 to 2017. Friedman is also involved in insurance sales, offering life, health, long-term care, and disability insurance products. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm employs a customized strategic asset allocation process, regularly reviews client portfolios, and combines third-party money management with in-house commissionable offerings and insurance products.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Milestone since 2016, as well as Visionary Private Wealth Management Group since 2014. He hosts and writes for the podcast "Fresh Perspective Planning," which discusses general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm follows a strategic asset-allocation approach focused primarily on passive index funds and ETFs, tailoring investment plans to each client’s objectives, time horizon, tax considerations, and risk tolerance.

Kevin Regan is a CFP® with 11 years of industry experience, currently serving as an advisor at Crionna Wealth LLC since 2024. Prior to joining Crionna Wealth, he worked at Kestra Advisory and Kestra Investment Services, LLC for eight years and at MSI Financial Services, Inc. for one year. He is a board member of the Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a discretionary investment approach with fundamental analysis to construct customized portfolios, often engaging third-party sub-advisors and providing plan-level fiduciary services.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.

Sandra Thibault is a financial advisor at Barron Financial Group, LLP with 15 years of industry experience. She holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2017. Barron Financial Group serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning, employing a variety of analytical methods and proprietary investment strategies.

Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Michael Alimo is a financial advisor with U.S.A. Financial & Tax Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Capital Asset Advisory Services, LLC, and has been with U.S.A. Financial & Tax Services since 2015. In addition to his advisory role, he is an independent insurance agent. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios based on client goals, time horizons, and risk tolerances, employing various analytical approaches and utilizing a Unified Managed Account program with third-party model advisors and overlay management.

Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and broad use of mutual funds and ETFs.

Carrie Fitzpatrick is a financial advisor at U.S.A. Financial & Tax Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in retail and sales roles at J Jill and Trollbeads Americas. U.S.A. Financial & Tax Services, LLC provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios using a variety of analytical approaches and employs third-party model portfolio advisors and overlay managers to implement strategies, serving approximately 400 clients with two advisors.

Pablo Rossetti is a financial advisor at Rioux & Company, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rioux & Company since 2007. Outside of advisory work, he manages two multifamily buildings as a property manager. Rioux & Company provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating equities, fixed income, mutual funds, ETFs, and derivative strategies, with portfolio reviews at least biannually.

Brian Sullivan is a financial advisor with Fiscal Dynamics Incorporated in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. He has been with Fiscal Dynamics since 2002. Fiscal Dynamics provides financial planning, consulting, and asset management services to individuals—including high-net-worth clients—as well as corporations, trusts, and pension and profit-sharing plans. The firm emphasizes fundamental analysis and long-term investment strategies, offering both discretionary and co-management portfolio options.

Cathleen Keane is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Haviland & Sams, LLC since 2026 and previously gained experience at Morgan Stanley and Fidelity Investments. Haviland & Sams, LLC serves corporations, individuals, families, business owners, and professionals, focusing on financial planning, wealth management, and consulting services. The firm acts as a strategist and advisor by developing investment policies, recommending asset allocations, and identifying independent managers, without directly managing client assets or accepting discretionary trading authority.

Brian Beck is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Arkadios Capital and OSAIC, and has been with Wealth Management Group of North America, LLC since 1995, where he also serves as CFO and president. In addition to his advisory role, Beck is involved in insurance sales and asset-based lending for clients. Wealth Management Group of North America, LLC serves individuals, families, pension plans, and businesses, providing financial planning, tax services, and both fee-based and commission-based investment management. The firm uses a customized strategic asset allocation process and often employs third-party money managers, combining discretionary and non-discretionary management with commissionable securities and insurance products.