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.

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.

Luke Arnone is an advisor with Barron Financial Group, LLP in Torrington, CT. He holds a Series 65 designation and has been with the firm since 2026 following his time as a full-time student. Barron Financial Group serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and a proprietary momentum-based allocation system.

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.

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.

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.

Eric Cheyne is a financial advisor with Medallion Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Medallion Wealth Advisors since 2010 and is currently affiliated with Osaic Wealth, Inc. Cheyne serves as a board member and chair of the finance committee at Laurel Oak Country Club, a nonprofit organization. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm provides portfolio management, financial planning, and consulting services, using a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and third-party managers when appropriate.

Paul Litchfield is a financial advisor at Claro Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Claro Advisors since 2017, after four years at Ferris Capital. Litchfield serves as a board member of the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental analysis and long-term investment approach, incorporates AI tools, and offers specialized strategies and portfolio overlays, including management of pooled investment vehicles for qualified investors.

Allen Dunahoo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Edward Jones for 18 years and is currently with Fiscal Wisdom Wealth Management LLC and Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and offers tailored portfolio construction using a range of investment strategies and asset classes. The firm also facilitates third-party money manager referrals and conducts educational seminars and workshops.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

Michael Chadwick is a CFP® and ChFC® with 32 years of industry experience. He is a managing member and Investment Advisor Representative at Fiscal Wisdom Wealth Management LLC, where he has been since 2019. Chadwick has previously worked with Cambridge Investment Research Advisors and several other financial firms. Outside of advising, he is involved in college counseling and estate transfer services, and he owns an insurance holding company and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios using various investment strategies and conducts regular account reviews, with a focus on education and referrals to third-party money managers.

Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

Matthew Woods Weber is a CFP® with 19 years of industry experience, currently serving as an advisor at Medallion Wealth Advisors, LLC. He has worked at Medallion Wealth Advisors since 2013 and is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he is licensed as an insurance agent through Highland Capital Brokerage. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm offers portfolio management, financial planning, pension consulting, and third-party manager oversight, employing a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Kara Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Macro Advisors, Inc., where she has been since 2024. Miller is also a partner at Professional Investors Life & Annuity, LLC, a business specializing in life insurance, annuities, and health insurance sales. Macro Advisors, Inc. manages approximately $371 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model allocations combining equities, hedging strategies, and fixed income, and incorporates fundamental and technical analysis alongside option writing and structured products in its investment approach.

Guy Ule is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 designations and bringing 54 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and has worked with Shields & Company since 2000. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to clients including individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, mutual funds and ETFs, and both long- and short-term strategies, with accounts monitored regularly.