Jessica Gilbert is a CFP® with 16 years of experience in the financial industry. She has worked at Mullaney, Keating & Wright, Inc. since 2021 and previously held 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 employs both fundamental and technical analysis, utilizing strategies such as long-term purchases and options-based hedging or income generation, with client accounts monitored continuously and reviewed at least quarterly.

Brendan Toomey is a CFP® with 34 years of industry experience, currently serving at Toomey Investment Management, Inc. and Leigh Baldwin & Co., LLC. He holds a Series 63 license and has been with Toomey Investment Management since 2010. Outside his advisory roles, he is self-employed in tax return preparation during the tax season. Toomey Investment Management, Inc. is an SEC-registered adviser providing model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charities, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing roughly $321 million across a broad client base.

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.

Austin Toomey is a financial advisor at Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Leigh Baldwin & CO., LLC since 2011. Outside of advising, he is involved in tax preparation during tax season. Toomey Investment Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm offers model portfolio management, pension consulting, and comprehensive financial planning, utilizing a tactical asset allocation approach that combines technical analysis with fundamental research.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.

Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. He has also been associated with M & H Advisors, LLC since 2005. Outside of his advisory role, he works as an independent insurance agent for various companies. Wealth Management Advisers, LLC provides services to individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm focuses on asset allocation and long-term investment strategies, offering portfolio management, financial planning, and pension consulting through both discretionary and non-discretionary platforms.

Daniel Perreault is a financial advisor at Toomey Investment Management, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior work includes roles at Leigh Baldwin & Co., LLC and Park City Ford. Toomey Investment Management, Inc. is an SEC-registered adviser that provides model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing assets across mutual funds, ETFs, equities, and fixed income.

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.

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.

Matthew Baum is a CFP® credentialed advisor with six years of industry experience. He is currently with Alpha Zero LLC, where he has worked since 2024. His prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as experience in education and service industries. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios and offers access to alternative investments and private placements.

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

Steven Johnson is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services and currently serves as Managing Partner of Alchemi Funds Management Group, where he provides input on capital allocation to start-up companies. In addition, he is involved as a managing director at Alchemi Capital LLC, which supports start-up and early-stage companies with digital resources. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities, utilizing a variety of analytical methods and both long- and short-term trading strategies. The firm offers customized portfolios and manages held-away retirement-plan assets through an account-aggregation service.

Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Reynolds is also licensed as an insurance agent specializing in life, accident, health, variable life, and variable annuity products. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analytical methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Austin Van Winkle is a financial advisor at HT Partners LLC with eight years of industry experience. He holds a Series 65 designation and has been with HT Partners since 2018. Prior to his advisory career, he worked full-time in education for sixteen years. HT Partners provides fee-based wealth management and financial planning services primarily for family offices and high-net-worth individuals. The firm focuses on customized investment programs and coordinates with external legal, accounting, and risk management professionals to offer multifamily office support.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost passive index funds, with some accounts employing more active strategies including options and derivatives.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of experience. He holds a Series 65 designation and has operated a CPA firm since 1987. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners provides fee-based wealth management and financial planning services primarily for family offices, ultra-high-net-worth, and high-net-worth individuals. The firm offers customized investment programs and coordinates with outside professionals to provide multifamily office support and portfolio management on both discretionary and non-discretionary bases.