Robert Delucca is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Hightower Advisors, LLC for ten years and has been with Granite Islands Private Wealth and Sanctuary Securities, Inc. since 2025. Delucca is also the owner of The RAD Advisory LLC, an investment advisory business. Granite Islands Private Wealth, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies, including tactical asset allocation, technical and fundamental analysis, and the use of derivatives and leveraged strategies tailored to client needs.

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.

George Kolitsas is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked previously at Bankers Life and Roger Williams University. Innovative Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and pension consulting, often combining direct advisory services with technology-driven solutions such as automated rebalancing and tax-loss harvesting. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

Steven Butler is a financial advisor with Cooper Financial Services, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at both Cooper Financial Services, Inc. and CFS Securities, Inc. since 2019 and 2021, respectively. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm combines charting, fundamental, and technical analysis to implement tailored investment strategies ranging from long-term investing to short-term trading.

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.

Frederick Busk III is a financial advisor at Netherby Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Netherby Advisors since 2008. Netherby Advisors serves individuals, families, trusts, foundations, endowments, plan sponsors, and institutional sub-advisory clients by providing discretionary investment management, financial planning, fiduciary co-trustee services, and consultative business and strategy advice. The firm’s investment approach emphasizes modern portfolio theory with a core-and-satellite framework featuring global diversification and low-cost, semi-passive core holdings supplemented by satellite exposures.

Paul Harrigan is a financial advisor at Wharton Midmarket Investment Advisors Inc with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wharton Midmarket Securities, Inc. since 2013, Independent Investment Bankers Corp. since 2012, and Wharton Midmarket Advisors LLC since 2001. Outside of advisory work, he owns and operates a management consulting business, Wharton Midmarket Advisors, LLC. Wharton MidMarket Investment Advisors, Inc. provides investment advisory, portfolio management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and pension/profit-sharing plans. The firm emphasizes customized, primarily non-discretionary investment management based on long-term fundamental analysis and also offers an Ambassador wrap program administered by Raymond James.

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.

James Watt is a financial advisor at BridgeLight Financial Advisors, Inc. with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including True North Insurance, Agia, Valic Financial Advisors, and TIAA-CREF. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities, offering fee-based financial planning, discretionary portfolio management, and consulting. The firm employs an active, discretionary investment approach using fundamental, technical, and quantitative analysis combined with written financial plans and periodic reviews.

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.

Anthony Bavedas Jr. is a CFP® with 52 years of industry experience, currently serving at Constitution Investment Advisory and Portfolio Management. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as executor and trustee for his spouse’s estate and trust in Palm Beach, FL. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages a diverse portfolio including ETFs, mutual funds, stocks, bonds, and derivatives strategies.

Joan Guccione is a CFP® and Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Value Investment Professionals, LLC, where she has worked since 2023 following a 19-year tenure at Fleetwood Asset Management Ltd. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and ERISA retirement-plan advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $246.7 million and employs an investment approach that combines fundamental analysis with modern portfolio theory to construct IPS-driven portfolios.

Vincent Farasciano is a financial advisor at Innovative Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bankers Life Securities and Bankers Life. Outside of advising, he owns and manages LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, using a blend of client interviews and technology in their investment approach. The firm offers both one-time financial plans and ongoing advisory relationships, incorporating automated rebalancing and tax-loss harvesting through the Charles Schwab Institutional Intelligent Portfolios™ platform.

Jill Lanese is a Series 65 licensed advisor with Connecticut Capital Management Group, LLC, where she has worked since 2010, accumulating 4 years of industry experience. In addition to her advisory role, she teaches fitness classes at the YMCA of Central Connecticut. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations, employing a long-term investment approach grounded in fundamental analysis, modern portfolio theory, and quantitative methods.

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.

Abram Ozeck is a financial advisor at FAO Wealth Inc with eight years of industry experience. His prior roles include positions at Cooper Financial Services, Inc., CFS Securities, Inc., and Ozeck Financial Group. He holds Series 63 and Series 65 licenses and is also an insurance agent. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment approach incorporates multiple analysis methods to develop both long- and short-term strategies and supports plan sponsors through ongoing portfolio management and participant education.

Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

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.

Thomas Kerney is a financial advisor with Cooper Financial Services, Inc. He holds Series 65 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at Independent Capital, LLC, Key Bridge Compliance, LLC, and CFS Securities, Inc., among others. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term investing to short-term trading, managing approximately $184 million in discretionary assets for about 1,335 clients.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has been working with CFS Securities, Inc. and Cooper Financial Services since 2014. In addition to his advisory role, he is a silent partner member of Butler Insurance Group, LLC. Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and manages approximately $184 million in discretionary assets.