Francis Carpentier is a CFP® with 27 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc., where he has worked since 2003. The firm provides investment supervisory services and portfolio management to individuals, pension plans, charitable organizations, and corporations. Mullaney Keating & Wright employs fundamental and technical analysis combined with mutual fund and ETF evaluation, utilizing strategies such as covered calls and spreading for hedging or income generation, with continuous account monitoring and client-specific investment policies.

Andrew Madlener is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He has worked at Open Circle Advisors, LLC since 2012. Open Circle Wealth Partners manages approximately $31.4 million in discretionary assets for individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, asset-class investment strategy based on Modern Portfolio Theory, utilizing passive mutual funds, ETFs, laddered fixed-income portfolios, and occasional less liquid vehicles.

Michele Arsenault is a financial advisor at Granite Islands Private Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors for 12 years before joining Granite Islands and Sanctuary Securities in 2025. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth clients, trusts, retirement plan participants, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including portfolio-level strategies such as Modern Portfolio Theory and tactical asset allocation, using both active and passive instruments.

Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and broad use of mutual funds and ETFs.

Alyssa Crews is a CFP® professional with three years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC. Her work history includes roles at Silver Oak since 2021 and prior experience at Kansas State University and Whitworth University. Silver Oak Wealth Advisors Services serves individuals, high-net-worth families, trusts, charitable organizations, and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm uses a consultative “Family CFO” process to create tailored wealth plans, combining passive and active strategies with tactical adjustments and regular rebalancing.

Austin Toomey is a financial advisor at Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Leigh Baldwin & CO., LLC since 2011. Outside of advising, he is involved in tax preparation during tax season. Toomey Investment Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm offers model portfolio management, pension consulting, and comprehensive financial planning, utilizing a tactical asset allocation approach that combines technical analysis with fundamental research.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.

Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. He has also been associated with M & H Advisors, LLC since 2005. Outside of his advisory role, he works as an independent insurance agent for various companies. Wealth Management Advisers, LLC provides services to individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm focuses on asset allocation and long-term investment strategies, offering portfolio management, financial planning, and pension consulting through both discretionary and non-discretionary platforms.

Daniel Perreault is a financial advisor at Toomey Investment Management, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior work includes roles at Leigh Baldwin & Co., LLC and Park City Ford. Toomey Investment Management, Inc. is an SEC-registered adviser that provides model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing assets across mutual funds, ETFs, equities, and fixed income.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

Charles Green III is a CFP® professional with 26 years of industry experience. He has been with Springboard Asset Management LLC since 2010. The firm is a fee-only, SEC-registered advisory that provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. Springboard Asset Management employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing globally diversified portfolios with a small/value tilt and a broad use of mutual funds and ETFs.

Jeffrey Savelle is a financial advisor with Fairport Advisors, Inc. in Cheshire, CT, holding 44 years of industry experience. He has worked at Fairport Advisors since 2018 and was previously with Temenos, Inc. from 2008 to 2018. Outside of his advisory role, he serves as president of Farmington Benefit Consultants, Inc., an insurance brokerage specializing in life and group insurance. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm uses model-based portfolios combining tactical and strategic asset allocation with technical, quantitative, and AI tools, employing a range of investment vehicles including ETFs, stocks, pooled funds, and alternative exposures.

Noah Lifgren is a financial advisor at Monte Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education at Bentley University and Cooperstown Middle and High School. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management and financial planning, emphasizing fundamental analysis and formal performance reporting, and has expanded into institutional and sub-advisory services with capabilities for account-specific investment restrictions.

Dante Bailey is a financial advisor at WJ Financial Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Hollister. WJ Financial Advisors, LLC is a fee-only firm managing approximately $203 million in discretionary assets for individuals, trusts, estates, nonprofits, and small businesses. The firm focuses on target asset allocation and low-cost passive index funds, with selective use of derivatives and borrowing in certain accounts.

Constance Velander is a financial advisor at Washington Trust Advisors with 14 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at several firms, including Equitable Advisors and Axa Advisors. Velander also serves as a consultant specializing in financial advice for divorcees. Washington Trust Advisors provides wealth management, financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation, manager selection, and a blend of fundamental, technical, and qualitative analysis across various investment vehicles.

Matthew Baum is a CFP® credentialed advisor with six years of industry experience. He is currently with Alpha Zero LLC, where he has worked since 2024. His prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as experience in education and service industries. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios and offers access to alternative investments and private placements.

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

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.

Jacob Ness is a CFP® professional with 16 years of industry experience. He has been with Kreitler Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors, Inc. for ten years. Ness holds the Series 66 designation and is based in New Haven, CT. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm generally allocates assets among mutual funds, ETFs, individual equities, and fixed income, emphasizing periodic portfolio reviews and reallocation based on performance and client objectives.

Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.