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 at Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including roles at Leigh Baldwin & Co., LLC and Park City Ford. Toomey Investment Management, Inc. provides model portfolio management, pension consulting, and comprehensive financial planning for individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm uses a tactical, diversified investment approach combining technical analysis with fundamental research and manages approximately $321 million across a client base of about 1,291.

Robert Dimarco is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Professional Alliance Associates, LLC since 2002 and is also a full-time Certified Public Accountant and officer at Mason, DiMarco & Shaw, PC, where he has worked since 1984. Professional Alliance Associates, LLC operates on a fee‑splitting basis with other investment management firms and does not provide direct investment advice or manage client assets. The firm focuses on operational support rather than portfolio management or client account oversight.

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.

Dante Bailey is a financial advisor at WJ Financial Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Hollister. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm serving individuals, trusts, estates, nonprofits, and small businesses. The firm emphasizes target asset allocation using low-cost passive index funds, with discretionary rebalancing and tactical adjustments, and offers advanced strategies such as options writing and margin in separately managed accounts.

Elizabeth Cook is a financial advisor with Diastole Wealth Management, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Diastole since 2002. Outside of her advisory role, she is a principal at Eden Partners. Diastole Wealth Management provides portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm customizes portfolios based on client objectives and risk tolerance, employing various analytical methods and investment strategies, and also manages private pooled vehicles, including serving as an affiliated general partner.

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 with Washington Trust Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. Her prior roles include positions at Weston Securities Corporation, Equitable Advisors, Park Avenue Securities, Guardian Life Insurance, and Merrill, among others. She also serves as a consultant providing financial advice for divorcees. Washington Trust Advisors offers wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets and employs an investment process that integrates asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis.

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.

Daniel German is a financial advisor at Warner Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual, Cadaret, Grant & Co., Inc., and LPL Financial. In addition to his advisory role, he operates German Financial, a business related to non-variable insurance and investment activities. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement while coordinating with clients’ accounting and legal professionals.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She has been with Diastole Wealth Management since 2013 and holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm offers tailored portfolio strategies and ongoing monitoring, employing fundamental and technical analysis along with modern portfolio theory.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 21 years of industry experience. She has been with Diastole Wealth Management since 2010 and previously worked at William Pitt Sotheby's International Realty from 2007 to 2018. She holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs analytical approaches including fundamental and technical analysis and modern portfolio theory, and uniquely serves as adviser and affiliated general partner to a private pooled vehicle.

Nahid Noory is a financial advisor with Warner Wealth in Madison, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes significant tenures at LPL Financial and Cetera, alongside earlier experience at Webster Investment Services. Warner Wealth serves individuals, families, and business owners by providing comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and retirement planning. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement and coordinated planning with accounting and legal professionals.

Ethan Eden is a financial advisor at Diastole Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been involved with the firm since 2002. Eden is also the founder and CEO of Market76, a software technology company, and serves as a managing member of Digital Financial, a financial data and software technology firm. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a combination of fundamental and technical analysis and uses both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Jacob Ness is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Kreitler Financial LLC since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for ten years and Edward Jones for one year. Ness holds a Series 66 designation. Kreitler Financial LLC serves individuals, including high-net-worth clients, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary and non-discretionary investment advisory services, portfolio management, and standalone financial planning, utilizing a range of investment vehicles and analysis methods, including fundamental, technical, and cyclical strategies, and employs AI tools with human review as part of its operational approach.

William Matthes is a financial advisor at Compass Wealth Management LLC with 43 years of industry experience. He has worked at Compass Wealth Management since 1997 and previously at Westport Resource Management from 1997 to 2016. Matthes holds Series 63 and Series 65 licenses. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for around 367 clients, including individuals, pension, and charitable plans. The firm provides discretionary portfolio management and financial planning services, focusing on fundamental research and diversified portfolios tailored to client risk profiles.

Esme Miano is a financial advisor at Compass Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at RiskBridge Advisors, LLC and ThunderHouse, LLC. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for individuals, including high-net-worth clients, as well as pension and charitable plans. The firm uses fundamental research to build diversified portfolios based on client risk profiles and offers discretionary portfolio management alongside financial planning and a flat-fee advisory option.

Anthony Morgillo is a CFP® with 26 years of industry experience. He has worked at Grey Ledge Advisors, LLC since 2020 and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2020. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a multi-strategy approach combining fundamental, technical, and cyclical analysis, managing approximately $540 million in assets across a seven-advisor team.

Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.

James Warner is a CFP® professional with 14 years of industry experience, currently serving at Warner Wealth since 2023. He has prior experience at Northstar Wealth Partners and LPL Financial, and he is a minority owner of Warner Allred Tax Solutions, LLC, a tax and accounting services firm. Additionally, he serves as a notary public and holds insurance licenses. Warner Wealth advises individuals, families, and business owners, providing financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm manages approximately $458 million in discretionary assets using a core-and-satellite investment approach and offers services through multiple channels, including automated portfolios and third-party solutions.