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.

Anthony Mandile is a financial advisor with CM Financial Advisors, LLC and holds credentials as a Certified Public Accountant. He has 26 years of industry experience and has worked at Ciampi, Mandile & Company for over 36 years. Outside of his advisory role, he is a member of both Ciampi Mandile & Company, LLC, a CPA firm, and Premier Mortgage Group, LLC, a mortgage brokerage company. CM Financial Advisors, LLC provides investment management and personal financial planning services to individuals, businesses, trusts, estates, not-for-profit organizations, and retirement plans. The firm tailors investment programs to each client’s goals and risk tolerance and is noted for its close affiliation with an accounting firm and a mortgage brokerage while focusing primarily on non–high-net-worth individuals and smaller institutional clients.

Mark Briggs is a CFP® with 25 years of experience in financial advising. He has been with Briggs Wealth Management, LLC since 2000. 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 supplemental services including executor services and tax preparation, emphasizing long-term, tax-efficient investment strategies primarily using mutual funds, ETFs, and individual securities.

Eric Powers is a CFP® with 17 years of industry experience, currently serving as an advisor at TOP Private Wealth. His work history includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he owns and operates Powers Tax Preparation Services and SkyBlue Wealth Advisors. TOP Private Wealth LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm combines passive and active strategies with a focus on asset allocation, tax efficiency, and long-term holding periods.

Christopher Berris is a financial advisor at Buell Investment Advisors with 40 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial LLC since 2026 and Buell Securities Corp. since 1992. In addition to his advisory role, he is an officer and partner at Buell Investment Advisors and a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering both discretionary and non-discretionary managed accounts primarily held at independent custodians.

Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

Anthony Lynch IV is a financial advisor at Mullaney, Keating & Wright Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1998. Mullaney, Keating & Wright Inc provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.

Tyler Olson is the sole advisor at Olson Consulting LLC in Manchester, CT, holding Series 66 and Series 65 licenses with 17 years of industry experience. He has operated his own consulting firm since 2019 and previously worked in bookkeeping and the brewing industry. Olson is also a co-owner and co-host of a financial education podcast, Physician Cents LLC. Olson Consulting primarily serves physicians and individual clients, providing financial planning, discretionary asset management, and specialized business-owner services for physician practices. The firm uses a passive, diversified investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and appropriate asset allocation.

Jessica Gilbert is a CFP® with 16 years of experience in the financial industry. She has worked at Mullaney, Keating & Wright, Inc. since 2021 and previously held roles at LPL Financial and Voya Investment Management. Mullaney, Keating & Wright, Inc. provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis, utilizing strategies such as long-term purchases and options-based hedging or income generation, with client accounts monitored continuously and reviewed at least quarterly.

Brendan Toomey is a CFP® with 34 years of industry experience, currently serving at Toomey Investment Management, Inc. and Leigh Baldwin & Co., LLC. He holds a Series 63 license and has been with Toomey Investment Management since 2010. Outside his advisory roles, he is self-employed in tax return preparation during the tax season. Toomey Investment Management, Inc. is an SEC-registered adviser providing model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charities, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing roughly $321 million across a broad client base.

Michael Reilly is a CFP® professional with 36 years of industry experience. He has worked at Mint Asset Management LLC since 2024 and previously spent nine years at Rowe Wealth Management LLC d/b/a Avalon. Mint Asset Management LLC provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental and technical analysis with predominantly rules-based, systematic models to tailor portfolios, and is notable for its use of derivatives and borrowing strategies within separately managed accounts.

Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.

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.

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Nicholas Broska is a financial advisor at Financial Resources Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Sanford and Hawley and Express Kitchens. He is in the process of starting a part-time bookkeeping business. 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 follows a value-oriented investment style using multi-asset portfolios and offers discretionary portfolio management along with a wrap fee program.

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.

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.

Michael Alimo is a financial advisor with U.S.A. Financial & Tax Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Capital Asset Advisory Services, LLC, and has been with U.S.A. Financial & Tax Services since 2015. In addition to his advisory role, he is an independent insurance agent. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios based on client goals, time horizons, and risk tolerances, employing various analytical approaches and utilizing a Unified Managed Account program with third-party model advisors and overlay management.