Austin Concascia is a financial advisor at Jabez Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Strategic Advisors. Jabez Financial, LLC provides portfolio management and financial planning services to individuals and business entities, managing approximately $14.1 million in assets across about 117 client relationships. The firm utilizes modern portfolio theory and a long-term trading approach with a variety of investment vehicles, maintaining primarily non-discretionary client accounts.

Simone Gladstone is a CFP® with 34 years of industry experience. She is affiliated with Compass Rose Strategic Partners LLC and has previously worked at Vanderbilt Financial Group, Triad Advisors, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is involved in an insurance business offering products such as long-term care, term life, VUL life insurance, and fixed annuities. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets through a team of four advisors and offers both discretionary and non-discretionary portfolio management, often implementing strategies via its own wrap-fee program or third-party programs.

Travis Gladstone is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Compass Rose Strategic Partners LLC and has prior experience at Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management, often utilizing wrap-fee programs and third-party money manager oversight.

Tyler Linforth is a Series 66-registered financial advisor with Compass Rose Strategic Partners LLC, bringing one year of industry experience. Prior to joining the firm, he served five years in the United States Navy and worked at Amentum. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management through proprietary and third-party wrap-fee programs.

Mark Steffen is a financial advisor at Sightline Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Sightline since 2015. Outside of his advisory role, he is involved in business ownership through PS Development LLC and Pellish and Steffen LLC, which manage properties used by his practice. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment strategy combining passive and active management, using ETFs, mutual funds, individual securities, and derivatives when appropriate.

Mark Michna is a CFA® charterholder with two years of industry experience. He has worked at Sightline Wealth Advisors, LLC since 2023 and previously spent 19 years at Prospect Partners, LLC. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives when appropriate.

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.

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.

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.

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.

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.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of experience. He holds a Series 65 designation and has operated a CPA firm since 1987. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners provides fee-based wealth management and financial planning services primarily for family offices, ultra-high-net-worth, and high-net-worth individuals. The firm offers customized investment programs and coordinates with outside professionals to provide multifamily office support and portfolio management on both discretionary and non-discretionary bases.

Jack Wheeler is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart and held various roles related to education and community recreation. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth clients. The firm employs customized investment strategies based on client-specific Investment Policy Statements and offers multifamily office support and coordination with external professionals.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving clients in Centerbrook, CT. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth individuals. The firm offers customized investment programs and coordinated financial planning, often integrating trustee and executor roles alongside multi-disciplinary professional support.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and supports financial planning with RightCapital software.

Devin Bourque is a CFP® with 12 years of industry experience and has been with HT Partners LLC since 2013. He serves as Director and Vice President of Essex Insurance Group, Inc., an independent insurance agency. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm provides wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinating with third-party legal, tax, and family governance specialists.

Robert Marcinek is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His career includes roles at Essex Financial Services since 2013 and The Leaders Group Inc since 2021. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm implements long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and outside managers, applying ongoing due diligence to align investments with client objectives.

Charles Fetters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has previously worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Inc., Conscious Capital Wealth Management, LLC, and J.W. Cole Financial, Inc. Outside of advisory work, he owns Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and consulting services. The firm allocates client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.