Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.

Lorenzo Gaudioso is a financial advisor at Granite Islands Private Wealth, LLC with 21 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at firms such as Carson Wealth, Morgan Stanley, and Oppenheimer. Outside of finance, he serves as a Justice of the Peace for the Town of Roxbury. Granite Islands Private Wealth offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a combination of fundamental, technical, and portfolio-level investment approaches, utilizing both active and passive instruments tailored to client needs.

Nicholas Tumolo is a financial advisor at Tumolo Wealth Management LLC with five years of industry experience. He has held roles at Tumolo Wealth Management since 2022 and previously worked at Tucker Asset Management and CWPM LLC. Additionally, he is an insurance agent licensed since 2014, actively involved in insurance sales. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers discretionary portfolio management and financial planning, employing tailored investment strategies that consider client objectives and risk tolerance.

Charles Andriole is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked for Hightower Advisors for 10 years and more recently joined Granite Islands Private Wealth and Sanctuary Securities. He is the founder and managing director of Granite Islands Private Wealth. Granite Islands Private Wealth provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including Modern Portfolio Theory and tactical asset allocation, using both active and passive strategies tailored to client portfolios.

Robert Delucca is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Hightower Advisors, LLC for ten years and has been with Granite Islands Private Wealth and Sanctuary Securities, Inc. since 2025. Delucca is also the owner of The RAD Advisory LLC, an investment advisory business. Granite Islands Private Wealth, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies, including tactical asset allocation, technical and fundamental analysis, and the use of derivatives and leveraged strategies tailored to client needs.

Justin Howard is a CFP® professional with 29 years of industry experience. He is a principal at Howard Wealth Management, LLC in Madison, CT, where he has worked since 2018. Prior to that, he was associated with APW Capital, Inc. and Cherry Street Partners. Howard Wealth Management serves individual and corporate clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $397 million in discretionary assets, employing a fiduciary approach with diversified portfolios that incorporate mutual funds, ETFs, individual securities, and alternative investments.

Michele Arsenault is a financial advisor at Granite Islands Private Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors for 12 years before joining Granite Islands and Sanctuary Securities in 2025. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth clients, trusts, retirement plan participants, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including portfolio-level strategies such as Modern Portfolio Theory and tactical asset allocation, using both active and passive instruments.

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.

Noah Lifgren is a financial advisor at Monte Financial Group, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Monte Financial Group in 2024, he worked at Bentley University for five years and at Cooperstown Middle and High School for six years. Monte Financial Group serves individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients by providing discretionary portfolio management, comprehensive financial planning, and sub-advisory services. The firm uses a documented, client-specific investment process focused primarily on individual equities and investment-grade fixed income, and they provide performance reporting for accounts above $250,000.

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 financial planning and investment management firm serving individuals, trusts, estates, nonprofits, and small businesses. The firm emphasizes target asset allocation using low-cost passive index funds, with discretionary rebalancing and tactical adjustments, and offers advanced strategies such as options writing and margin in separately managed accounts.

Elizabeth Cook is a financial advisor at Diastole Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Diastole since 2002. Outside of her advisory work, she is a principal at Eden Partners. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios and offers ongoing monitoring and rebalancing, with additional services including held-away account consulting and management.

Jason Kish is a CFA® charterholder affiliated with Grey Ledge Advisors, LLC. He has over 28 years of industry experience, including a long tenure with Prospector Partners, LLC before joining Grey Ledge Advisors in 2026. Grey Ledge Advisors is an SEC-registered investment adviser that serves individuals, employee benefit plans, and financial institutions such as banks and thrift institutions. The firm uses a range of analytical methods and manages client portfolios through tailored investment plans, combining both long- and short-term strategies alongside third-party sub-advisers.

Carolyn Matthes is a financial advisor at Compass Wealth Management LLC with 39 years of industry experience. She has worked at Compass Asset Management since 1997. Outside of her advisory role, she serves as president of the Sachem Head Association. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for about 367 clients. The firm provides discretionary portfolio management and financial planning, focusing on fundamentally researched investment strategies that include equities and diversified fixed income, with a fee structure that typically covers transaction costs within asset-based 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.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Diastole since 2013, following prior roles at Merrill and UBS Financial Services. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios across various asset classes and offers both consulting and full management options, including oversight of private pooled investment vehicles.

Steven Johnson is a financial advisor at Alchemi Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Merrill. Johnson is the Managing Partner of Alchemi Funds Management Group, where he allocates capital across private equity and hedge funds, and also serves as Managing Director of Alchemi Capital LLC, which supports startup companies with digital resources. 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 assets and employs a range of analytical approaches and trading strategies tailored to client objectives.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 22 years of industry experience. She has been with Diastole Wealth Management for a total of 21 years, from 2001 to 2006 and since 2010. Prior to her current role, she worked at William Pitt Sotheby's International Realty for 11 years. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm creates customized portfolios using a range of investment instruments and offers both consulting and discretionary management services for held-away accounts, also managing private pooled investment vehicles.

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.

Ethan Eden is a financial advisor with Diastole Wealth Management in Guilford, CT, holding a Series 66 designation and 24 years of industry experience. He is the founder and CEO of Market76, a software technology firm, and serves as managing member of Digital Financial, a financial data and software technology firm. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm offers customized portfolios across various asset classes and manages both individual accounts and private pooled investment vehicles.