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.

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 24 years of industry experience. He holds the PFS™ designation and securities licenses Series 63 and Series 65. Walston is also a certified public accountant and has been a 50% owner of the accounting firm Walston & Ignagni, P.C. since 1985, providing tax and accounting services. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a proprietary market assessment model to adjust market exposure and managing most client assets on a discretionary basis.

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.

Gregory Macko is a financial advisor at Buell Investment Advisors with 33 years of industry experience. His career includes roles at Merrill, Bank of America, Buell Securities, and LPL Financial. He holds Series 63 and Series 65 licenses. Buell Investment Advisors provides financial planning and portfolio management services to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority in specific cases.

Robert Roy Jr. is a CFP®, ChFC®, and holds a Series 66 license, with 21 years of industry experience. He is associated with Somnio Financial Group, LLC, where he has worked since 2015. Somnio Financial Group, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm primarily uses exchange-traded funds and integrates tax and planning considerations into its advice, managing approximately $168.3 million for around 103 clients.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC in Somers, CT, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling for 11 years and has been involved with Beaulieu & Associates since 2000. In addition to his advisory role, he operates as an independent insurance agent offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across 55 client relationships, employing a combination of fundamental, technical, and cyclical investment methods and offering comprehensive planning programs.

Thomas Rianhard is a financial advisor at Budnick Capital, LLC with 11 years of industry experience. He holds a Series 65 credential and has previously worked at PASI Investments, LLC and BK Capital LLC, where he serves as Vice President and Market Strategist. 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/pension consulting and public education offerings while primarily acting as a fiduciary oversight and liaison rather than directly managing client assets.

Josh Altman is a financial advisor at Johnson Brunetti with a Series 66 designation and eight years of industry experience. He has held positions at multiple firms including Charles Schwab, TD Ameritrade, and Digital Federal Credit Union. In addition to his advisory work, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a financial advisor at Johnson Brunetti with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Voya Financial Advisors, Integrated Wealth Concepts, and LPL Financial. In addition to advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies implemented with trading discretion.

Alejandro Gomez is a CFP® and CFA® with eight years of industry experience. He has been with Rossmore Private Capital, LLC since 2017 and previously worked at Bank of America from 2006 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often using independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.