Mary Jane Sullivan is a CFP® with 17 years of industry experience and is the sole advisor at Sullivan Financial, LLC in Essex, CT. She has been with Sullivan Financial since 2008. In addition to her advisory role, she is involved in life and health insurance sales. Sullivan Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning and consulting and recommends portfolio management through co-advisory relationships with independent third-party registered investment advisers.

Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

Brian Andrus is a CFP® with 39 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously operated the Andrus Agency since 1995. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a model-driven investment approach based on modern portfolio theory, emphasizing diversification and long-term holdings.

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.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.

Lorenzo Gaudioso is a CFP® professional affiliated with Granite Islands Private Wealth, LLC, with 21 years of industry experience. He has worked at several firms including Carson Wealth, CWM, LLC, and Oppenheimer. Outside of his advisory role, he serves as a Justice of the Peace in Roxbury, Connecticut. Granite Islands Private Wealth provides discretionary and non-discretionary 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 mix of fundamental, technical, and portfolio-level strategies, including the use of derivatives and tactical asset allocation, to tailor portfolios 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 28 years of industry experience. He has worked at Howard Wealth Management, LLC since 2018 and previously held roles at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory work, he is a member of 47 Lafayette Place, LLC, an entity related to managing a real estate property. Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, managing approximately $356 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and family office services with a discretionary, customized approach that emphasizes low-cost investments and educational outreach.

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.

Simone Gladstone is a CFP® professional with 34 years of industry experience. She is currently with Compass Rose Strategic Partners LLC, where she has worked since 2012, and also affiliated with Vanderbilt Financial Group since 2024. Her background includes comprehensive financial planning and insurance services, including long-term care, term life, and variable universal life insurance products. Compass Rose Strategic Partners provides financial planning, portfolio management, and managed-account advisory services to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, with ongoing account monitoring and due diligence on sub-advisers.

Travis Gladstone is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently with Compass Rose Strategic Partners LLC and has previously worked with Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients through four advisors. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars to individuals, trusts, and corporate clients, utilizing asset allocation strategies with mutual funds, ETFs, and third-party managers.

Tyler Linforth is a financial advisor with Compass Rose Strategic Partners LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Compass Rose, he served in the United States Navy from 2017 to 2022 and worked at Amentum for two years. Compass Rose Strategic Partners LLC manages approximately $103 million for about 150 clients, offering comprehensive financial planning, portfolio management, and educational seminars to individuals, trusts, plans, and corporations. The firm primarily employs a wrap fee program and recommends third-party managed account platforms, with portfolios constructed using asset allocation across mutual funds, ETFs, and third-party managers.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

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 with one year of industry experience. He holds a Series 65 designation and previously worked in education at Bentley University and Cooperstown Middle and High School. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management and financial planning, emphasizing fundamental analysis and formal performance reporting, and has expanded into institutional and sub-advisory services with capabilities for account-specific investment restrictions.

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 firm managing approximately $203 million in discretionary assets for individuals, trusts, estates, nonprofits, and small businesses. The firm focuses on target asset allocation and low-cost passive index funds, with selective use of derivatives and borrowing in certain accounts.

Elizabeth Cook is a financial advisor with Diastole Wealth Management, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Diastole since 2002. Outside of her advisory role, she is a principal at Eden Partners. Diastole Wealth Management provides portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm customizes portfolios based on client objectives and risk tolerance, employing various analytical methods and investment strategies, and also manages private pooled vehicles, including serving as an affiliated general partner.