Brian Onofrio is a financial advisor with Summit Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of advising, he is a Certified Public Accountant providing tax preparation and accounting services. Summit Planning Group offers financial planning and corporate advisory services primarily to owners of closely held businesses, corporate clients, and high-net-worth individuals. The firm focuses on fee-for-planning engagements and provides written financial summaries using client information and third-party software, coordinating implementation with clients’ other advisors.

Brenda Ghossaini is a financial advisor at BridgeLight Financial Advisors, Inc with two years of industry experience. She holds the Series 66 designation and previously worked at Infinex Investments, Inc and Newtown Savings Bank/Osaic Institutions Inc. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, employing an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Jordan Marino is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at Connecticut Capital Management Group, LLC, having joined the firm in 2022. Prior to this, he held roles at Prudential Annuities Distributors, Inc. and has experience outside finance as well. Marino is a board member of the CFA Society Hartford. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach leveraging fundamental, quantitative, and modern portfolio theory analyses, and may include traditional and alternative investments as well as third-party managers.

Brian Andrus is a CFP® with 39 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously operated the Andrus Agency since 1995. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a model-driven investment approach based on modern portfolio theory, emphasizing diversification and long-term holdings.

Lorenzo Gaudioso is a financial advisor with Granite Islands Private Wealth, LLC, holding CFP® certification and Securities Series 65 and 63 licenses. He has 21 years of industry experience, with prior roles at firms including Carson Wealth, Morgan Stanley, and Oppenheimer. Outside of his advisory work, he serves as a Justice of the Peace for the town of Roxbury, conducting ceremonies. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutions. The firm employs a combination of fundamental, technical, and portfolio-level investment strategies, utilizing both active and passive instruments to tailor client portfolios.

Charles Andriole is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked for Hightower Advisors for 10 years and more recently joined Granite Islands Private Wealth and Sanctuary Securities. He is the founder and managing director of Granite Islands Private Wealth. Granite Islands Private Wealth provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including Modern Portfolio Theory and tactical asset allocation, using both active and passive strategies tailored to client portfolios.

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.

Steven Butler is a financial advisor with Cooper Financial Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at CFS Securities, Inc. and Southern Connecticut University. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and typically manages accounts on a discretionary basis.

Andrew Madlener is a CFP®-credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Open Circle Wealth Partners in North Haven, CT, and has been managing client portfolios since 2012. Open Circle Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, and certain business entities by providing comprehensive wealth management, investment management, and financial consulting. The firm employs a long-term, asset-allocation strategy grounded in Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, with advanced planning supported by Monte Carlo analysis and specialized fixed-income management.

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.

Justin Howard is a CFP® professional with 29 years of industry experience. He is a principal at Howard Wealth Management, LLC in Madison, CT, where he has worked since 2018. Prior to that, he was associated with APW Capital, Inc. and Cherry Street Partners. Howard Wealth Management serves individual and corporate clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $397 million in discretionary assets, employing a fiduciary approach with diversified portfolios that incorporate mutual funds, ETFs, individual securities, and alternative investments.

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.

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 53 years of industry experience, currently advising at Constitution Investment Advisory and Portfolio Management. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also a trustee for his spouse’s trust. Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, and incorporates a range of securities and strategies including options in client portfolios.

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.

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.

Daniel Perreault is a financial advisor with Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Toomey Investment Management, he worked at Park City Ford from 2016 to 2019. Toomey Investment Management, Inc. 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 that integrates diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing approximately $321 million for about 1,291 clients.