Divina Marcktell is a financial advisor at Haviland & Sams, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Haviland & Sams since 2012. Haviland & Sams serves corporations, individuals including high-net-worth clients, families, business owners, professionals, and corporate executives. The firm focuses on developing investment policy statements, recommending asset allocations, and identifying independent managers, operating primarily through fixed or hourly engagements rather than discretionary asset management.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Milestone since 2016, as well as Visionary Private Wealth Management Group since 2014. He hosts and writes for the podcast "Fresh Perspective Planning," which discusses general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm follows a strategic asset-allocation approach focused primarily on passive index funds and ETFs, tailoring investment plans to each client’s objectives, time horizon, tax considerations, and risk tolerance.

Kevin Regan is a financial advisor at Crionna Wealth LLC with 11 years of industry experience. He holds the CFP® certification and Series 66 license. Prior to joining Crionna Wealth in 2024, he worked for Kestra Advisory and Kestra Investment Services, LLC for eight years. He serves on the board of Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm manages accounts using fundamental analysis and a variety of investment strategies, often employing third-party sub-advisors and conducting periodic reviews.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.

Sandra Thibault is a financial advisor at Barron Financial Group, LLP with 15 years of industry experience. She holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2017. Barron Financial Group serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning, employing a variety of analytical methods and proprietary investment strategies.

Christopher Stevenson is a CFA® charterholder with three years of industry experience. He is currently with Telos Partners LLC and has previously worked at Evolve Investing LLC and Forrest Financial Partners LLC. Outside of advisory roles, he is involved in start-up consulting through Mad Forrest LLC. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 client relationships. The firm offers investment management and financial planning services utilizing long-term, growth-oriented strategies that incorporate ESG and impact screening upon client request.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Michael Alimo is a financial advisor with U.S.A. Financial & Tax Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Capital Asset Advisory Services, LLC, and has been with U.S.A. Financial & Tax Services since 2015. In addition to his advisory role, he is an independent insurance agent. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios based on client goals, time horizons, and risk tolerances, employing various analytical approaches and utilizing a Unified Managed Account program with third-party model advisors and overlay management.

Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and broad use of mutual funds and ETFs.

Carrie Fitzpatrick is a financial advisor at U.S.A. Financial & Tax Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in retail and sales roles at J Jill and Trollbeads Americas. U.S.A. Financial & Tax Services, LLC provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios using a variety of analytical approaches and employs third-party model portfolio advisors and overlay managers to implement strategies, serving approximately 400 clients with two advisors.

Pablo Rossetti is a financial advisor at Rioux & Company, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rioux & Company since 2007. Outside of advisory work, he manages two multifamily buildings as a property manager. Rioux & Company provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating equities, fixed income, mutual funds, ETFs, and derivative strategies, with portfolio reviews at least biannually.

Brian Sullivan is a financial advisor with Fiscal Dynamics Incorporated in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. He has been with Fiscal Dynamics since 2002. Fiscal Dynamics provides financial planning, consulting, and asset management services to individuals—including high-net-worth clients—as well as corporations, trusts, and pension and profit-sharing plans. The firm emphasizes fundamental analysis and long-term investment strategies, offering both discretionary and co-management portfolio options.

Cathleen Keane is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Haviland & Sams, LLC since 2026 and previously gained experience at Morgan Stanley and Fidelity Investments. Haviland & Sams, LLC serves corporations, individuals, families, business owners, and professionals, focusing on financial planning, wealth management, and consulting services. The firm acts as a strategist and advisor by developing investment policies, recommending asset allocations, and identifying independent managers, without directly managing client assets or accepting discretionary trading authority.

John Seagrave Jr. is a CFP® professional with nine years of experience currently with Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics from 2014 to 2017. He serves on multiple community boards, including the Burlington Chamber of Commerce as president, the Central Connecticut Chamber of Commerce as a board member, and the Northwest Community Bank Foundation Board of Directors. Barron Financial Group, LLP serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside retirement plan advisory and financial planning, employing various analytical methods and strategies, including an in-house active asset allocation momentum system.

Charles Green III is a CFP® professional with 26 years of industry experience. He has been with Springboard Asset Management LLC since 2010. The firm is a fee-only, SEC-registered advisory that provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. Springboard Asset Management employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing globally diversified portfolios with a small/value tilt and a broad use of mutual funds and ETFs.

David Rusch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He has been a principal at Tittmann & Rusch, LLC since 2001. Tittmann & Rusch, LLC provides comprehensive financial planning primarily to active and retired business executives, often working with clients through corporate perquisites. The firm emphasizes corporate benefit utilization and personal financial modeling, focusing on fixed-fee or hourly billing rather than asset management or discretionary portfolio services.

Peter Tittmann is a CFP® professional with 33 years of experience, currently serving at Tittmann & Rusch, LLC, a firm he has been with since 2001. The firm focuses on comprehensive financial planning, primarily for business executives, both active and retired. Tittmann & Rusch offers planning services that emphasize corporate benefit utilization and personal financial modeling, providing written recommendations and coordination with other advisors as needed. The firm uses fixed fees or hourly rates and concentrates on planning work rather than asset management.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

Jeffrey Savelle is a financial advisor with Fairport Advisors, Inc. in Cheshire, CT, holding 44 years of industry experience. He has worked at Fairport Advisors since 2018 and was previously with Temenos, Inc. from 2008 to 2018. Outside of his advisory role, he serves as president of Farmington Benefit Consultants, Inc., an insurance brokerage specializing in life and group insurance. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm uses model-based portfolios combining tactical and strategic asset allocation with technical, quantitative, and AI tools, employing a range of investment vehicles including ETFs, stocks, pooled funds, and alternative exposures.