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.

Anthony Lynch IV is a financial advisor at Mullaney, Keating & Wright Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1998. Mullaney, Keating & Wright Inc provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation.

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 with 21 years of experience in the financial services industry. He is currently with Granite Islands Private Wealth, LLC and has held positions at firms including Carson Wealth, Morgan Stanley, and Oppenheimer. Outside of his advisory role, he serves as a Justice of the Peace for the Town of Roxbury, performing ceremonial duties. 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 combination of fundamental, technical, and portfolio-level strategies, utilizing both active and passive instruments 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.

Jessica Gilbert is a CFP® with 17 years of industry experience currently serving as an advisor at Mullaney, Keating & Wright, Inc. She joined the firm in 2021 after previous roles at LPL Financial and Voya Investment Management. Mullaney, Keating & Wright, Inc. provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental and technical analysis along with mutual fund and ETF evaluation, employing strategies such as long-term purchases and options for hedging or income generation.

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.

Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.

Francis Carpentier is a CFP® with 27 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc., where he has worked since 2003. The firm provides investment supervisory services and portfolio management to individuals, pension plans, charitable organizations, and corporations. Mullaney Keating & Wright employs fundamental and technical analysis combined with mutual fund and ETF evaluation, utilizing strategies such as covered calls and spreading for hedging or income generation, with continuous account monitoring and client-specific investment policies.

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® 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.

Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. Prior to that, he worked at M & H Advisors, LLC and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Wealth Management Advisers, LLC serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation, long-term strategies, and client-aligned investment policies.

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.