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 CFP® professional affiliated with Granite Islands Private Wealth, LLC, with 21 years of industry experience. He has worked at several firms including Carson Wealth, CWM, LLC, and Oppenheimer. Outside of his advisory role, he serves as a Justice of the Peace in Roxbury, Connecticut. 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 institutional accounts. The firm employs a mix of fundamental, technical, and portfolio-level strategies, including the use of derivatives and tactical asset allocation, to tailor portfolios to client needs.

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.

Manish Maheshwari is a CFA® charterholder with six years of industry experience. He is currently affiliated with Wright Private Asset Management LLC and has prior experience at Victory Capital Management Inc. and Thomson Horstmann & Bryant, Inc. Outside of his advisory work, he serves as President of the Perry Green Association in Wilton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. Investment decisions are guided by a proprietary corporate fundamental database and overseen by Wright’s Investment Committee, which emphasizes financial strength, consistent profitability, and relative valuation.

Steven Butler is a financial advisor at Cooper Financial Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CFS Securities, Inc. since 2019. Prior to that, he was employed at Southern Connecticut University from 2016 to 2021. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term investing to short-term trading, managing client accounts primarily on a discretionary basis.

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 28 years of industry experience. He has worked at Howard Wealth Management, LLC since 2018 and previously held roles at APW Capital, Inc. and Cherry Street Partners. Outside of his advisory work, he is a member of 47 Lafayette Place, LLC, an entity related to managing a real estate property. Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, managing approximately $356 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and family office services with a discretionary, customized approach that emphasizes low-cost investments and educational outreach.

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.

Amit Khandwala is a financial advisor at Wright Private Asset Management LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Wright Investors' Service, Inc. since 1994 and Wright Private Asset Management since 2014. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm utilizes a proprietary corporate fundamental database and an investment committee-led approach focused on financial strength, consistent profitability, and valuation to guide equity and fixed-income selections.

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.

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.