Nahid Noory is a financial advisor with Warner Wealth in Madison, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes significant tenures at LPL Financial and Cetera, alongside earlier experience at Webster Investment Services. Warner Wealth serves individuals, families, and business owners by providing comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and retirement planning. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement and coordinated planning with accounting and legal professionals.

Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.

James Warner is a CFP® professional with 14 years of industry experience, currently serving at Warner Wealth since 2023. He has prior experience at Northstar Wealth Partners and LPL Financial, and he is a minority owner of Warner Allred Tax Solutions, LLC, a tax and accounting services firm. Additionally, he serves as a notary public and holds insurance licenses. Warner Wealth advises individuals, families, and business owners, providing financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm manages approximately $458 million in discretionary assets using a core-and-satellite investment approach and offers services through multiple channels, including automated portfolios and third-party solutions.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Reynolds is also licensed as an insurance agent specializing in life, accident, health, variable life, and variable annuity products. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analytical methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Dean Anatra is a financial advisor at William Joseph Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and is also the owner of a CPA practice, Dean Anatra CPA, LLC, with 30 years in operation. Additionally, he is a 25% member of Brightbooks Shoreline, LLC, a bookkeeping company. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using a range of analytical methods and third-party sub-advisors to tailor investment strategies.

Austin Van Winkle is a financial advisor at HT Partners LLC with eight years of industry experience. He holds a Series 65 designation and has been with HT Partners since 2018. Prior to his advisory career, he worked full-time in education for sixteen years. HT Partners provides fee-based wealth management and financial planning services primarily for family offices and high-net-worth individuals. The firm focuses on customized investment programs and coordinates with external legal, accounting, and risk management professionals to offer multifamily office support.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.

Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost passive index funds, with some accounts employing more active strategies including options and derivatives.

Bette Lynn Paez is a financial advisor with Warner Wealth, holding the CFP® and ChFC® designations and bringing 25 years of industry experience. Prior to joining Warner Wealth in 2023, she worked at LPL Financial, Parkland Securities, LLC, and SPC. In addition to her advisory work, she has experience as a freelance technical writer. Warner Wealth serves individuals, families, and business owners, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach, emphasizes multi-generational engagement, and coordinates planning with clients’ accounting and legal professionals.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of experience. He holds a Series 65 designation and has operated a CPA firm since 1987. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners provides fee-based wealth management and financial planning services primarily for family offices, ultra-high-net-worth, and high-net-worth individuals. The firm offers customized investment programs and coordinates with outside professionals to provide multifamily office support and portfolio management on both discretionary and non-discretionary bases.

Abigail Laufer is a financial advisor at WJ Financial Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with WJ Financial Advisors since 2016. Laufer is also the CEO of Virid Capital, LLC in New York. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, with tactical adjustments and, for certain accounts, employs leverage and derivatives in separately managed accounts.

Robyn Wolcott is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Warner Wealth and previously spent time at LPL Financial and Shore Publishing. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and employee retirement planning. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals.

Jack Wheeler is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart and held various roles related to education and community recreation. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth clients. The firm employs customized investment strategies based on client-specific Investment Policy Statements and offers multifamily office support and coordination with external professionals.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving clients in Centerbrook, CT. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth individuals. The firm offers customized investment programs and coordinated financial planning, often integrating trustee and executor roles alongside multi-disciplinary professional support.

John Kinney is a financial advisor at Warner Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth advises individuals, families, and business owners on comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm uses a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and employs multiple delivery channels including LPL’s Guided Wealth Portfolios and third-party TAMP solutions.