Frank Colarusso is a financial advisor at Cedar Lane Advisors, LLC in New Haven, CT, holding a Series 65 designation with seven years of industry experience. He has been associated with Cedar Lane Advisors since 1998. Cedar Lane Advisors provides wealth management, financial planning, and investment management services primarily to high-net-worth individuals and families. The firm offers individualized Wealth Plans and employs a non-discretionary approach to long-term strategic asset allocation using a combination of passive and active strategies.

Alex Madlener is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Dick Hutchinson Registered Investment Advisor since 2016. He has also been associated with Open Circle Advisors since 2009. In addition to his advisory work, Madlener holds a license as an independent insurance agent, which he maintains as an ancillary activity. Dick Hutchinson Registered Investment Advisor serves a small number of individual, high-net-worth, corporate, and charitable clients, providing financial planning, portfolio management, and project-based consulting. The firm integrates investment management with written financial plans, managing client accounts primarily on a non-discretionary basis and using customized investment policy statements focused on individual equities, bonds, mutual funds, and ETFs.

Brooke Weise is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. She is the principal of Weise Financial Wellness, an independent advisory firm, and has previously worked with firms including Grady & Riley, LLP and Ellevest. Outside of financial advising, she has experience operating small businesses in tree services and holiday decor. Weise Financial Wellness is a fee-only advisory firm that provides comprehensive financial planning services to individuals and high-net-worth clients. The firm focuses on a holistic, goals-driven planning process and offers ongoing and project-based financial planning without managing or custodizing client assets.

Stephen Lupkas is a CFP® professional with over 31 years of experience in the financial services industry. He has operated MyFinancialPro, LLC since 2005, providing advisory services from Shelton, CT. MyFinancialPro offers discretionary portfolio management and financial planning to individuals, families, and high-net-worth clients. The firm employs a long-term, strategic asset allocation approach enhanced by proprietary quantitative and algorithmic analysis, managing a focused client base with an institutional platform for research and operational support.

Sean Sullivan is a financial advisor at Thrivealike LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lifeworks Advisors, Arete Wealth Management, and National Securities Corp. In addition to his advisory role, he is a licensed insurance agent engaged in independent insurance sales. Thrivealike LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering portfolio management, 401(k) management, and tiered subscription planning bundles. The firm uses a combination of modern portfolio theory, quantitative and technical analysis, and both long- and short-term trading strategies.

Eddy Agyeman is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Connecticut Capital Management Group, LLC, having previously worked at Foundations Investment Advisors, LLC, Fuchs Financial, and Bank of America N.A. He serves as a voting member of the board for Open Door Shelter. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios aligned with client risk tolerances.

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

Charles Koncz is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and over 51 years of industry experience. His prior work includes roles at LPL Financial and Lincoln Financial Securities Corporation, and he has been involved with Summit Planning Group and related entities since 1995. In addition to advisory services, he is active in insurance sales including long-term care and fixed life insurance products. Summit Planning Group provides financial planning and corporate advisory services primarily to owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements involving personal financial, retirement, estate, and business continuation planning, coordinating implementation through clients’ other advisors rather than managing assets directly.

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.

Benjamin Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and Summit Asset Management. His other business activities include a non-variable insurance role at Merit Insurance Services. Summit Planning Group provides financial planning and corporate advisory services primarily for owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and coordinates implementation with clients’ other advisors without providing ongoing portfolio management or custody of assets.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.

Morris Armstrong is an advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has been with Crionna Wealth since 2026 and has 25 years of experience as the owner of Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm manages approximately $65.6 million in discretionary assets and utilizes a discretionary investment approach that often incorporates third-party sub-advisors and fundamental analysis to construct customized portfolios.

Paul Schatz is a financial advisor at Heritage Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Heritage Capital since 2003. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary asset-management programs based on momentum, trend-following, and mean-reversion models, with portfolio allocations typically including mutual funds, ETFs, and variable annuity sub-accounts.

Brian Parke is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Connecticut Capital Management Group, LLC. His career includes roles at Cambridge Investment Research and Connecticut Benefits Group. Parke is a board member of the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach using fundamental, quantitative, and modern portfolio theory analysis and incorporates a broad range of traditional and alternative investments.

Ronald Milone is a financial advisor at Heritage Capital, LLC with 25 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is a partner at Marcum LLP, where he provides tax consulting, preparation, and assurance services. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, offering discretionary investment advisory services, financial planning, and retirement plan consulting. The firm uses an active, risk-managed investment approach driven by proprietary momentum, trend-following, and mean-reversion models.

Robert Dunbar is a financial advisor at Dunbar Associates, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. outside of his advisory role, he is involved as a managing partner in real estate development and aggregate sales through Turkey Roost Development and Quarry Ridge Development. Dunbar Associates, LLC provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment approach, managing both discretionary and a significant amount of non-discretionary client-directed assets.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

Gregory Bavedas is a financial advisor at Constitution Investment Advisory and Portfolio Management with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services, Cambridge Investment Research, Citigroup Global Markets, Legg Mason Wood Walker, and Fairfield Country Day School. He is a 50% owner of Fairfield Brothers LLC, an investment-related business. Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning for individuals, trusts, estates, corporations, and charitable organizations. The firm uses a primarily long-term investment process that integrates fundamental and technical analysis with tailored portfolio construction and risk profiling, incorporating a range of investment types including ETFs, mutual funds, stocks, bonds, and options strategies.

Keith Cuomo is a financial advisor at Dunbar Associates, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Quint Capital Corporation, Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Guardian Life. Dunbar Associates provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a long-term orientation, while maintaining ongoing personal contact to align portfolios with clients’ goals and risk tolerance.