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.

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.

Donald Waesche is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Genoa Wealth, LLC. His prior experience includes roles at Creative Planning, LLC and a long tenure at Resource Management. In addition to his advisory work, he has been involved with Race Rock, LLC since 2021. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis and tailored asset allocations, offering fixed annual advisory fees rather than percentage-based charges.

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.

Theodore Parker is a financial advisor at Sound Portfolio Advisors, LLC in Mystic, CT, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked with American Express Financial Advisors Inc., Ids Life Insurance Company, and Chemical Bank. Sound Portfolio Advisors provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm emphasizes asset-allocation driven portfolios using low-cost mutual funds and ETFs, tailoring investments to client goals and tax considerations.

Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.

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.

Michael Johnson is a CFP® professional with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously held roles at Alchemi Wealth Management LLC and Wells Fargo Clearing. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets, applying a range of analytical approaches and offering customized portfolio construction alongside comprehensive financial planning.

Joshua Madden is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Lansdowne Wealth Management, LLC and Dunhill Financial, Ltd., and has held positions at several firms including Hoxton Wealth USA and BFMI & BFMCL. Outside of his advisory roles, Madden serves in leadership and committee positions with the Adur Ukraine Support Association, a UK-based organization supporting displaced Ukrainians and promoting Ukrainian culture. Lansdowne Wealth Management serves individual and high-net-worth clients, managing approximately $227.7 million in discretionary assets across about 357 accounts. The firm provides discretionary portfolio management and financial planning with a client-specific Investment Policy Statement, utilizing a combination of charting, fundamental, technical, and cyclical analysis along with both long- and short-term strategies.

Robin Lakey White is a CFP® with 13 years of industry experience, currently serving at Lansdowne Wealth Management, LLC. Her prior experience includes roles at UBS Financial Services Inc and Bank of America. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies, and maintains a notable non-U.S. client base.

Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

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 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Alchemi Wealth in 2021. Reynolds is also licensed as an insurance agent, focusing on life, accident, health, and variable annuity products. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services 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.

Austin Van Winkle is a Series 65-registered advisor at HT Partners LLC with eight years of industry experience. He has been with HT Partners since 2018 and previously worked full-time in education for 16 years. Outside of his advisory role, he is co-owner of a property management business involved in tenant relations and property maintenance. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities by providing wealth management, financial planning, portfolio management, and multi-family office services. The firm employs customized investment guidelines and diversified asset allocation strategies across multiple asset classes, including alternatives and private placements.