George Miller Jr. is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds the Series 63 designation and previously worked for Coburn & Meredith, Inc. for 30 years before joining Buell Securities Corp in 2018. Buell Investment Advisors serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach that incorporates fundamental and technical analysis, with many managed accounts supervised on a non-discretionary basis.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.

Karl Zirolli is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Summit Planning Group, LLC and has previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Zirolli co-owns Summit Funding LLC and provides financial planning and consulting services through Summit Planning Group. Summit Planning Group primarily serves owners of closely held businesses, corporate clients, and high-net-worth individuals by offering financial, retirement, and estate planning, as well as business continuation and retirement plan education. The firm emphasizes fee-for-planning engagements and coordinates implementation with clients’ other advisors.

Mark Briggs is a CFP® with 26 years of experience in financial advisory, currently serving at Briggs Wealth Management, Inc. in Glastonbury, CT, where he has worked since 2000. His credentials also include Series 63 and Series 65 licenses. Briggs Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides portfolio management, financial planning, and supplemental services such as executor and tax preparation services, emphasizing a long-term investment approach with a focus on tax efficiency and cash management.

Eric Powers is a CFP® professional with 18 years of experience in financial advising. He is currently with TOP Private Wealth LLC, where he has worked since 2024, and previously spent a decade at Private Advisor Group, LLC. In addition to his advisory role, he owns and operates Powers Tax Preparation Services. TOP Private Wealth LLC serves individual and high-net-worth clients, providing discretionary investment management along with project-based and ongoing financial planning. The firm employs a blend of passive and active strategies focused on asset allocation, tax efficiency, and long-term holding periods.

Christopher Berris is a financial advisor at Buell Investment Advisors with 40 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial LLC since 2026 and Buell Securities Corp. since 1992. In addition to his advisory role, he is an officer and partner at Buell Investment Advisors and a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering both discretionary and non-discretionary managed accounts primarily held at independent custodians.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Pasco Advisors since 2016. In addition to his advisory role, Villeneuve operates an insurance brokerage specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns Pasco Tax Advisory Group LLC, which prepares and files personal and business income tax returns. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services using a conservative, low-turnover approach, investing in general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative strategies.

Tyler Olson is the principal of Olson Consulting LLC in Manchester, CT, holding Series 65 and Series 66 licenses with 17 years of industry experience. His prior roles include work at Primesolutions Securities, Inc. and involvement with Moody Tongue Brewing Company. He is also a co-owner of Physician Cents LLC, a financial education podcast for medical professionals. Olson Consulting LLC primarily serves physicians and other individual clients, offering financial planning, business-owner planning tailored to physician practice owners, and portfolio management. The firm follows a passive, diversified investment approach focused on index funds and ETFs, and provides clients with fee-only, fixed-fee services alongside discretionary management and regular account reviews.

Nicholas Broska is a financial advisor at Financial Resources Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Sanford and Hawley and Express Kitchens. He is in the process of starting a part-time bookkeeping business. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm follows a value-oriented investment style using multi-asset portfolios and offers discretionary portfolio management along with a wrap fee program.

Nicholas Roy is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has been with Somnio Financial Group, LLC since 2015 and holds a Series 66 license. The firm advises individuals and high-net-worth clients, offering discretionary investment management, financial planning, and consulting services with a fee-only model. Somnio primarily allocates client assets among exchange-traded funds and manages approximately $137.8 million for about 91 clients.

David Fernandes is a financial advisor at Zenith Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade and Scottrade. Zenith Investment Management is a boutique firm serving individual and institutional clients with comprehensive financial planning, discretionary portfolio management, and advisory services. The firm employs customized, goals-based planning and combines fundamental and technical analysis with strategic asset allocation, also managing a private investment fund using a proprietary quantitative algorithm.

Brian Benson is a CFP® and PFS™ credentialed advisor at Hoskin Capital with five years of industry experience. He previously worked at St Germain Investment Management and Myers Brothers Kalicka, PC. In addition to his advisory role, Benson serves as an adjunct professor at Elms College, teaching courses related to his CFP certification. Hoskin Capital serves individual clients, trusts, estates, and business entities, offering discretionary portfolio management alongside financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm employs a tactical allocation strategy combined with a predominantly passive asset allocation and offers flexible fee arrangements including fixed, subscription, and hourly options.

Richard Rake is a CFP® with 48 years of industry experience, currently serving at Financial Resources Group, LLC since 2018. His prior experience includes roles at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. He is also the owner of Insurvest Group, which markets insurance and annuity products. Financial Resources Group provides investment management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and businesses. The firm employs a value-oriented investment approach using multi-asset portfolios and offers discretionary management through various programs, including a wrap fee option.

Mark Pappa is a financial advisor with Financial Resources Group, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at Lincoln Financial Securities and a long-standing sales position with The Energy Authority. Outside of advising, he is involved in developing a social media app as president and board member of SpatsApp, Inc., and operates Facts Report, LLC, a website focused on combating fake news. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a value-oriented investment approach combining growth and value stock selection with diversified multi-asset portfolios, and it offers discretionary management, a wrap fee program, and oversight of held-away retirement accounts.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with a Series 65 designation. He began his industry career in 2024 and previously worked at Regeneron for six years. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services, emphasizing a conservative, low-turnover approach and utilizing third-party managers for certain alternative investments.

Justin Budnick is a financial advisor at Budnick Capital, LLC with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including Sagepoint Financial, Inc., Guardian Life Insurance Company, and Physicians Wealth Strategies. Outside of advisory roles, he operates as a sole proprietor offering life and disability insurance. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA and pension consulting along with educational seminars and technology-enabled client portals.

Matthew Walston is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds the PFS™ designation, Series 63, and Series 65 licenses. Walston is also a Certified Public Accountant and co-owner of Walston & Ignagni, P.C., a tax and accounting firm he has been involved with since 1985. Strategic Financial provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary market assessment model for tactical portfolio adjustments and offers tailored portfolio management primarily focused on mutual funds, index funds, and ETFs.

Benjamin Carlson is a financial advisor at Briggs Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Briggs Wealth Management, he worked at several firms including JB Capital, JN Financial, Johnson Brunetti, and Brok Advisors. Carlson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplementary services such as executor services and tax preparation, using a fundamental analysis approach focused on tax efficiency and cash management.

Michael Puckly is a ChFC® with 34 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously worked at Lifeline Financial, LLC from 2008 to 2017. Outside of his advisory role, he serves on the Executive Committee of Riverfront Recapture. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach grounded in modern portfolio theory, focusing on long-term purchases, diversification, and periodic rebalancing.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu Financial Services and other firms since 2016. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm manages assets through a two-advisor team, employing strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals when required.