Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Benjamin Edmund is a financial advisor at Pasnau Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Pasnau Investment Management since 2023. Prior to this, he was involved with 1610 Capital, a firm focused on short-term equities trading for its own capital, and he operates Cronk Studios, a web design agency specializing in building online stores for small businesses on Shopify. Pasnau Investment Management provides discretionary portfolio management and individualized investment advice to individual and high-net-worth clients, managing approximately $129 million in discretionary assets. The firm develops investment strategies through client-specific consultations and employs a combination of fundamental, technical, and cyclical analysis alongside buy-and-hold and asset-allocation approaches.

Eric McKean is a financial advisor at Blue Elm Advisors with a Series 65 credential and four years of industry experience. He has held positions at several organizations, including Atlas Air, Westchester County, USDA, and currently serves as a Computer Specialist at NYC DEP. In addition to his advisory role, McKean is an Adjunct Professor at UConn. Blue Elm Advisors serves individual clients, businesses, and charitable organizations by providing tailored investment management and financial planning services. The firm employs a combination of strategic asset allocation and tactical adjustments, using both active and passive investment vehicles, and accommodates client preferences such as ESG criteria and specific restrictions.

Christopher Angle is a financial advisor with Heritage Capital, LLC in Redding, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Heritage Capital since 2015 and has worked in asset and risk management since 2005. Outside of his advisory role, he operates a book publishing business and teaches judo to children and adults. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary models focused on momentum, trend-following, and mean-reversion to reposition assets rather than follow a buy-and-hold strategy.

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place. ★ WHAT MAKES ME DIFFERENT I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. As a career changer and father of two teenage boys, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them transition into their vision of a successful retirement. ★ SPECIALTIES • Retirement Planning • Portfolio Management • Approaching Retirement • Late-Career • Retirement Income Planning • Asset Allocation Strategies • Fund Selection • Ongoing investment monitoring • Life Transitions • Sudden Money Situations • Dealing with the loss of a spouse • Dealing with an Inheritance • Dealing with Stock Options • Help with 401(k) and IRAs • College Education Planning • Cash Flow Planning • Coordination with other professionals

Michael Durante is a CFP® with 15 years of industry experience, currently serving at Infiniti Wealth Management in Brewster, NY. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification, using mutual funds and ETFs alongside low-correlation securities, and emphasizes tax- and cost-efficiency without attempting to time the market.

Financial planning isn’t just about accumulating wealth — it’s about making thoughtful decisions with your money so it supports the life you want to live. As a fee-only financial planner, I work with individuals and families who want clarity and confidence around their financial decisions. My role is to help organize the many moving parts of your financial life and guide you through important choices about saving, investing, taxes, retirement, and major life transitions. Many people feel overwhelmed by financial complexity. My goal is to simplify those decisions and help you move forward with a clear plan. Financial planning is not a one-time event — it’s an ongoing process. As your life evolves, your financial strategy should evolve with it. A Planning Philosophy Focused on “Return on Life” I believe financial planning should help people maximize their Return on Life, not just their investment returns. Money is a tool that should support meaningful experiences, opportunities, and the things that matter most to you. My approach focuses on helping clients: • Align financial decisions with their personal values • Build financial security and independence • Spend intentionally on experiences and priorities • Navigate life transitions with clarity and confidence The goal is to help you feel confident that your financial life is supporting a life that is both meaningful and sustainable. How I Help Clients My work focuses on comprehensive financial planning, which may include: • Retirement planning and income strategies • Investment planning and portfolio guidance • Tax-aware financial strategies • Insurance and risk management • Cash flow and savings planning • Guidance through major financial decisions Rather than focusing on individual financial products, my role is to help you see how all the pieces of your financial life fit together. What It’s Like to Work Together Financial planning works best as an ongoing partnership. As your advisor, I aim to serve as a thoughtful guide and sounding board as questions arise and decisions need to be made. My goal is to help you stay organized, informed, and confident as your financial life evolves. A Fee-Only Fiduciary Approach As a fee-only financial advisor, I do not receive commissions from financial products. My advice is independent and designed to support my clients’ goals and best interests. The focus of my work is building long-term relationships centered on clarity, education, and thoughtful

John Witek is a financial advisor at Sladek & Witek, LLP with 24 years of industry experience. He is a Series 65 credential holder and has been a partner at Sladek & Witek since 1994. In addition to his advisory role, he is a partner in a CPA firm operating under the same name and address. Sladek & Witek, LLP is a fee-only advisory and accounting firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning and investment management with traditional tax preparation and accounting services, emphasizing asset allocation and a disciplined mutual-fund and ETF approach.

Noah Schwartz is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Magnolia Private Wealth, LLC and has previous work history at Sterne Agee Investment Advisor Services, Inc., Sterne Agee Financial Services, Inc., and Wrp Investments, Inc. Outside of his advisory role, he is a member of Yankee Advisor Network, an insurance agency, where he is involved in administrative duties. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm provides customized financial planning and portfolio management, utilizing fundamental and technical analysis, and offers access to private fund investments for qualified clients.

James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.

Richard Mckean is a Series 65-registered advisor with Blue Elm Advisors, where he has worked since 2022. He has four years of industry experience and has also been involved with the Estate of Maria Dasilva since 2013. Blue Elm Advisors serves individual clients, including high-net-worth individuals, as well as businesses and charitable organizations. The firm provides tailored investment management and financial planning services, combining strategic asset allocation with tactical adjustments and incorporating both active and passive investment vehicles.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

Josh Minotta is a Series 65-licensed financial advisor with Stage Wealth Management, Inc. He has approximately one year of experience in the industry and previously worked at Gladstone Wealth Partners and Broadstreet Insurance Agency, LLC. Outside of his advisory role, he is involved with North Shore Life & Health Agency Inc., where he operates as a licensed insurance agent focusing on life and health insurance sales. Stage Wealth Management advises individuals, pension and profit-sharing plans, corporations, and other business entities through discretionary portfolio management and pension consulting. The firm uses a combination of fundamental, technical, and charting analyses to tailor investment advice and manages about $103 million in discretionary assets for approximately 200 clients.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

William Pasnau is the principal advisor at PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led PASNAU Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary portfolio management and individualized investment advice to both individual and high-net-worth clients, managing approximately $129 million in discretionary assets. The firm develops client-specific investment strategies using fundamental, technical, and cyclical analysis, and employs buy-and-hold and asset-allocation approaches.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Michael Perri is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Equitable, LPL Financial, Fidelity Investments, TD Ameritrade, Merrill, and Wells Fargo Clearing. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor strategies and enhance diversification.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.