Lili Vasileff is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Wealth Protection Management in Woodbridge, CT. She has operated Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and neutral expert testimony for litigation support. Wealth Protection Management offers investment advisory and wealth-protection services alongside a distinct divorce financial planning practice. The firm provides individualized portfolio construction with a blend of passive indices and active security selection, serving individual clients and legal professionals on divorce-related financial matters on a fee-only basis.

Pawel Borowiec is the principal of Norfield Capital, LLC, an independent firm based in Madison, CT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Source Capital Group, Inc. He is also the owner and managing member of BlueStream Capital Partners, Inc., a hedge fund, to which he devotes part of his time. Norfield Capital provides discretionary asset management primarily for individuals and high-net-worth clients through growth-focused and concentrated custom portfolios. The firm employs a “private equity in public markets” investment approach with an emphasis on ongoing account supervision, monthly reviews, and the use of derivatives for hedging and capital management.

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® professional with 16 years of industry experience, currently serving as the sole advisor at Open Circle Wealth Partners in North Haven, CT. He has worked with Dick Hutchinson Registered Investment Advisor since 2016 and has been associated with Open Circle Advisors since 2009. In addition to his advisory role, he is licensed as an independent insurance agent, an ancillary activity to his primary business. Open Circle Advisors provides comprehensive wealth management, investment management, and financial consulting services to individuals, retirement plans, trusts, and certain business entities. The firm employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, alongside advanced planning and periodic client reviews.

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.

Brian Williams is a financial advisor at Northshire Consulting, LLC in Southington, CT, with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors, Inc., Future Benefits, Inc., and Ameriprise. He has operated Northshire Consulting since 2018. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans. The firm focuses on diversified portfolios combining active and passive mutual funds, with an emphasis on conservative cash instruments and acts as an ERISA §3(38) fiduciary for retirement plans, handling discretionary authority and coordination with plan participants and recordkeepers.

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.

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.

Richard Hutchinson is a CFP® with 17 years of industry experience and has been operating Dick Hutchinson Registered Investment Advisor since 1992. He also founded Summit Investor Coach, LLC in 2010 and serves as a board member of the Mary Wade Nursing Home, a nonprofit organization in New Haven, CT. His firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm emphasizes written investment policy statements and non-discretionary portfolio management, often integrating investment management with financial planning engagements.

Richard Leukart is a financial advisor with Charter Oak Asset Management, Inc. in Cheshire, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Charter Oak since 2007. Outside of his advisory role, Leukart is co-owner of Seventy West, LLC, an LLC established to manage rental property. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profits by providing discretionary investment management through proprietary Managed Account Programs, consulting, and fixed-income purchase advisory services. The firm emphasizes strategic asset allocation and active management informed by chart analysis and economic indicators, and it provides clients with regular performance reporting and access to insurance products.

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.

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 Malik is a financial advisor at Charter Oak Asset Management, Inc. with 38 years of industry experience. He has been with Charter Oak since 1997. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profit organizations by offering discretionary investment management through proprietary Managed Account Programs (MAPs), consulting, and a purchase-advisory service for individual fixed-income securities. The firm emphasizes strategic asset allocation and active management informed by chart analysis, economic fundamentals, and technical indicators, with regular performance reporting that includes benchmark comparisons and beta disclosures.

John Shaw is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Professional Alliance Associates, LLC since 2002 and concurrently serves as a full-time CPA and officer at Mason DiMarco and Shaw PC, a certified public accounting firm where he has worked since 1992. Professional Alliance Associates, LLC operates through fee‑sharing arrangements with other investment management firms and does not provide direct investment advice, manage client assets, or maintain discretionary authority. The firm focuses on operational support rather than hands-on asset management.

Brian Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of advising, he is a Certified Public Accountant providing tax preparation and accounting services. Summit Planning Group offers 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 and provides written financial summaries using client information and third-party software, coordinating implementation with clients’ other advisors.

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.

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.