Panfilo Guglielmi Jr. is a CFP® professional with 26 years of industry experience, currently serving at Advanced Capital Advisors, LLC since 2000. He is also the owner of a CPA and tax preparation firm, where he dedicates a minority of his time. Prior to and alongside his advisory role, he has over 15 years of experience as a CPA. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pensions, and corporate clients. The firm integrates investment advisory services with an affiliated CPA practice, employing a strategic-tactical, core-and-satellite investment approach that combines passive index/ETF cores with active management and global diversification.

Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.

Frederick Docous is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors LLC. Synthesis Capital Group provides discretionary investment management to individual and business clients, focusing on U.S. equities, ETFs, and listed equity options. The firm uses systematic and quantitative methods to tailor portfolios through a variety of strategies, including long-short and options trading.

Thomas Blake is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with B Side Partners, LLC and has prior experience at firms including Morgan Stanley Private Bank and Jaffe Tilchin Investment Partners. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes, providing comprehensive family office consulting and investment management. The firm integrates legal and contract services into its offerings and tailors investment strategies using fundamental, technical, and cyclical analysis.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.

Patrick Clark is a financial advisor with Charter Research & Investment Group Inc, holding a Series 65 designation and over 30 years of industry experience. He has worked at Charter Research & Investment Group since 1993. Charter Research & Investment Group Inc is a fee-only registered investment adviser serving primarily high-net-worth individuals and families with investable assets around $750,000 or more. The firm employs a bottom-up equity process emphasizing asset allocation, diversification, and active fixed-income positioning, and uses derivatives in separately managed accounts for risk management and tactical purposes.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.

Paul Schatz is a financial advisor at Heritage Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Heritage Capital since 2003. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary asset-management programs based on momentum, trend-following, and mean-reversion models, with portfolio allocations typically including mutual funds, ETFs, and variable annuity sub-accounts.

Brian Parke is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Connecticut Capital Management Group, LLC. He has worked with the firm in various capacities since 2008 and has prior experience at Cambridge Investment Research. Outside of his advisory role, he serves as a board member for the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach that incorporates fundamental, quantitative, and modern portfolio theory analysis across a diverse investable universe.

Michael Grennan is a CFA® charterholder with 13 years of industry experience. He has been with Charter Research & Investment Group Inc. since 2012. Charter Research & Investment Group Inc. is a fee-only registered investment adviser serving primarily high-net-worth individuals and families, managing approximately $254 million in assets for about 155 clients. The firm employs a bottom-up equity process with a focus on individual equity and fixed-income positions, asset allocation, and diversification, and uses derivatives selectively for risk management.

Ronald Milone is a financial advisor at Heritage Capital, LLC with 25 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is a partner at Marcum LLP, where he provides tax consulting, preparation, and assurance services. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, offering discretionary investment advisory services, financial planning, and retirement plan consulting. The firm uses an active, risk-managed investment approach driven by proprietary momentum, trend-following, and mean-reversion models.

Paula Luciani is a financial advisor at Charter Research & Investment Group Inc with 36 years of industry experience. She holds a Series 63 designation and has worked at Nutmeg Securities, Ltd. since 1989. Outside of her advisory role, she serves as Vice President and Secretary of T.E. Luciani, Inc., a general contracting business. Charter Research & Investment Group primarily serves high-net-worth individuals and families, focusing on discretionary investment management and integrated financial planning. The firm employs a bottom-up investment process that emphasizes individual equity and fixed-income positions, asset allocation, and diversification.

Robert Dunbar is a financial advisor at Dunbar Associates, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. outside of his advisory role, he is involved as a managing partner in real estate development and aggregate sales through Turkey Roost Development and Quarry Ridge Development. Dunbar Associates, LLC provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment approach, managing both discretionary and a significant amount of non-discretionary client-directed assets.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

William Dunn is a financial advisor at Charter Research & Investment Group Inc with 22 years of industry experience. He is based in Southport, CT and works at a firm with a team of three advisors. Charter Research & Investment Group, Inc. is a fee-only registered investment adviser serving high-net-worth individuals and families, typically with investable assets around $750,000 or more. The firm employs a bottom-up equity process that integrates fundamental, qualitative, and technical analysis, emphasizing tailored portfolios, asset allocation, and risk management through selective use of derivatives and active fixed-income positioning.

Gregory Bavedas is a financial advisor at Constitution Investment Advisory and Portfolio Management with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services, Cambridge Investment Research, and Citigroup Global Markets. Outside of advising, he has a 50% ownership in Fairfield Brothers LLC, a business related to investment activities. Constitution Investment Advisory and Portfolio Management provides discretionary wealth management and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $241 million and employs a primarily long-term investment process that combines fundamental and technical analysis with portfolio rebalancing and client-specific risk profiling.

Michael Baran is a Series 65-licensed financial advisor at Comprehensive Planning Associates, Ltd. in Fairfield, CT, with three years of industry experience. Prior to his current role, he worked at People's United Bank and has experience outside financial services, including pest control and landscaping. He is also licensed as an insurance agent. Comprehensive Planning Associates offers discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and conducts public seminars and workshops on investments and advisory services.

Lucas Lycksell is a CFP® professional with nine years of industry experience, currently serving as an advisor at Tailored Wealth, LLC. His prior experience includes roles at UBS Financial Services Inc., LPL Financial LLC, Connecticut Wealth Management, and Coinlist. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized, low-cost, diversified portfolios that primarily use mutual funds and ETFs, combining fundamental and technical analysis with a long-term orientation.