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. 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.

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.

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.

Abram Ozeck is a financial advisor at FAO Wealth Inc in Trumbull, CT with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cooper Financial Services, Inc. and CFS Securities, Inc. Prior to joining FAO Wealth Inc, he operated Ozeck Financial Group. In addition to his advisory role, he is also licensed as an insurance agent. FAO Wealth provides discretionary asset management services to individuals, trusts, and business entities, and serves as a 3(21) fiduciary for qualified retirement plans. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis for portfolio construction and emphasizes documented client profiles, ongoing management, and conflict oversight.

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.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Mass Mutual Investors Services, among other firms. Michele is based in Monroe, CT. Dunbar Associates provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs both fundamental and technical analysis with a predominantly long-term investment approach while maintaining flexibility for client-specific needs.

Thomas Kerney is a financial advisor at Cooper Financial Services, Inc. with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Key Bridge Compliance, LLC and Early Capital, LLC. Cooper Financial Services provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, and technical analysis to manage client portfolios tailored to their objectives and risk tolerance.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with both Cooper Financial Services, Inc. and CFS Securities, Inc. since 2014. In addition to his advisory role, he is a silent partner in Butler Insurance Group, LLC. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of charting, fundamental, and technical analysis across various strategies, managing accounts mostly on a discretionary basis with ongoing portfolio monitoring.

Noah Lifgren is a financial advisor at Monte Financial Group, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Monte Financial Group in 2024, he worked at Bentley University for five years and at Cooperstown Middle and High School for six years. Monte Financial Group serves individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients by providing discretionary portfolio management, comprehensive financial planning, and sub-advisory services. The firm uses a documented, client-specific investment process focused primarily on individual equities and investment-grade fixed income, and they provide performance reporting for accounts above $250,000.

Elizabeth Cook is a financial advisor at Diastole Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Diastole since 2002. Outside of her advisory work, she is a principal at Eden Partners. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios and offers ongoing monitoring and rebalancing, with additional services including held-away account consulting and management.

Jason Kish is a CFA® charterholder affiliated with Grey Ledge Advisors, LLC. He has over 28 years of industry experience, including a long tenure with Prospector Partners, LLC before joining Grey Ledge Advisors in 2026. Grey Ledge Advisors is an SEC-registered investment adviser that serves individuals, employee benefit plans, and financial institutions such as banks and thrift institutions. The firm uses a range of analytical methods and manages client portfolios through tailored investment plans, combining both long- and short-term strategies alongside third-party sub-advisers.

Constance Velander is a financial advisor at Washington Trust Advisors with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at several firms, including Equitable Advisors and Merrill. Additionally, she serves as a consultant providing financial advice for divorcees through a Certified Divorce Financial Analyst (CDFA) designation. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm specializes in tailored discretionary portfolios and employs an investment approach that combines asset allocation, manager selection, and fundamental, technical, and qualitative analysis across multiple asset classes.

Carolyn Matthes is a financial advisor at Compass Wealth Management LLC with 39 years of industry experience. She has worked at Compass Asset Management since 1997. Outside of her advisory role, she serves as president of the Sachem Head Association. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for about 367 clients. The firm provides discretionary portfolio management and financial planning, focusing on fundamentally researched investment strategies that include equities and diversified fixed income, with a fee structure that typically covers transaction costs within asset-based accounts.