William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

Brian Elmer is the principal of BE Investment Management in Farmington, CT, holding a Series 65 designation with 21 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2021 and founded BE Investment Management in 2013. BE Investment Management is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm manages approximately $6 million in client assets, offering customized portfolio management that includes equities, mutual funds, ETFs, and fixed-income securities, using a combination of fundamental, technical, and cyclical analysis tailored to client objectives.

Joel Kosovsky is a CFP® and PFS™ with 27 years of experience in financial services. He is the principal and sole advisor at Horizon Financial Advisors, LLC, an independent firm based in West Hartford, CT. Kosovsky also manages two CPA firms, Kosovsky and Company CPAs and Consultants, LLC and KPS & Company, LLC. Horizon Financial Advisors serves a small client base with asset management, financial planning, and pension and profit-sharing plan consulting. The firm manages portfolios primarily on a non-discretionary basis, using a combination of strategic and tactical asset allocation, model portfolios, and fundamental and technical analysis.

Ronald Eleveld is a financial advisor at Financial Advantage Advisors Co. in Windsor, CT, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network. Outside of his advisory role, he serves as Treasurer and board member of the Windsor-Windsor Locks Rotary Club and is an elected member of the Windsor Town Council. Financial Advantage Advisors Co. primarily serves individual clients, including high-net-worth households, offering financial planning, asset management, and referrals to third-party money managers. The firm follows a value-oriented, long-term investment approach using mutual fund model portfolios and provides services through brokerage and insurance channels.

Mark Butler is the president and owner of Butler & Co., Inc., an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His career includes roles at Southeast Investments, N.C. Inc., Northeast Securities, and founding ACT International, Inc., a religious social services nonprofit. He is also the founder of Gulfstar Corporation, an oil and gas private investment vehicle. Butler & Co., Inc. provides investment advisory and consulting services to individuals, employee benefit plans, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, advisory consulting, third-party adviser selection, and pension consulting, with a client-driven process that emphasizes suitability and regular account monitoring.

Craig Panarella is the principal and sole advisor at Panarella Wealth Management LLC in Hartford, CT. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his current firm, he led The Panarella Group LLC since 2012. Outside of his advisory work, he is involved in health insurance sales as president and owner of a related business. Panarella Wealth Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and business entities. The firm creates Investment Policy Statements tailored to clients’ goals and risk tolerance, employs both fundamental and technical analysis, and manages accounts directly without delegating to third parties.

Jeffrey Smith is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving as the sole advisor at Parker Wealth Management, LLC in Windsor, CT. He has led the firm since 2011. Parker Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and discretionary portfolio management. The firm’s investment approach combines fundamental and technical analysis with attention to cyclical trends, maintaining a generally long-term orientation while allowing for short-term hedging and cash positions when appropriate.

John Verducci is the sole advisor at Verducci Asset Management, Inc. in Agawam, MA, holding a Series 65 designation and bringing 11 years of industry experience. Prior to founding his advisory firm in 2014, he operated Verducci's Vending for over three decades. Verducci Asset Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, families, and various professional groups. The firm emphasizes customized, long-term portfolios based on fundamental analysis, utilizing primarily low-cost mutual funds and ETFs, and maintains a substantial retirement-plan consulting practice with ERISA-focused services.

Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.

Dylan Bond is a financial advisor with Bond Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Global Financial Private Capital, LLC since 2014 and has worked at Bond Financial Services since 2000. In addition to advisory services, he sells and services fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million in assets. The firm develops individualized investment policies and implements portfolios through selected sub-advisers, offering comprehensive planning that includes retirement, estate, tax, cash flow, insurance, and business planning.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.

Richard Sullivan is a financial advisor at Fiscal Dynamics Incorporated with 40 years of industry experience. He holds a Series 63 designation and has been associated with Fiscal Dynamics since 1985. Fiscal Dynamics provides financial planning, consulting, and asset management services to individuals, corporations, trusts, and retirement plans. The firm’s investment approach focuses on fundamental analysis, long-term holdings, asset allocation, and tax-sensitive trading, managing portfolios primarily through mutual funds and ETFs.

Christopher Powers is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Triad Advisors, and Arkadios Capital. Powers is also licensed in health, life, and disability insurance and engages in insurance sales alongside his advisory role. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm’s investment approach centers on customized strategic asset allocation with regular reviews and incorporates third-party money managers and a variety of strategies, including options and alternative investments.

Timothy Baker is a CFA® charterholder with 28 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, LLC and Symmetry Partners, LLC. Metric Financial serves individual and high-net-worth clients, as well as charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, and educational seminars. The firm emphasizes passive investment management through diversified portfolios of index mutual funds and ETFs, offering discretionary portfolio management and ongoing plan monitoring tailored to clients’ objectives and risk tolerance.

Jacob Sapia is a CFP® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Wealth Management Group of North America (WMGNA) and has previously worked at Arkadios Capital, Osaic Wealth, Prudential Insurance Company of America, and Pruco Securities, among others. WMGNA serves individuals, high-net-worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee-based and commissionable investment management. The firm emphasizes customized strategic asset allocation and third-party asset manager selection, offering consolidated reporting and client portal access as part of its services.

Robert Ignagni is a financial advisor with Strategic Financial, LLC and holds the Series 63 and Series 65 designations. He has 25 years of industry experience and is co-owner of Walston & Ignagni, P.C., a Certified Public Accounting firm providing tax and accounting services. His prior work includes long-term roles at Absolute Concepts & Solutions, LLC, FFP Advisory Services, Inc., FFP Securities, Inc., and Walston & Ignagni, P.C. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis supported by a proprietary market assessment model to guide tactical portfolio adjustments, managing assets primarily on a discretionary basis with quarterly reviews.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.

Daniel Friedman is a financial advisor at Wealth Management Group of North America, LLC (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2014 to 2017. Friedman is also involved in insurance sales, offering life, health, long-term care, and disability insurance products. WMGNA serves individuals, families, pension plans, and businesses by providing financial planning, tax services, and both fee-based and commission-based investment management. The firm employs a customized strategic asset allocation process, regularly reviews client portfolios, and combines third-party money management with in-house commissionable offerings and insurance products.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Pasco Advisors since 2016, following a four-year tenure at Scranton Advisors, LLC. In addition to his advisory role, he operates as an insurance broker specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns a tax preparation business, Pasco Tax Advisory Group LLC. 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 with a conservative, low-turnover investment approach focused on general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative strategies.