Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has operated a CPA firm since 1987, specializing in accounting and tax services. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment strategies with diversified asset allocation and provides fiduciary and trustee roles, coordinating with external professionals as needed.

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Raymond James & Associates, UBS Financial Services, and Lehman Brothers Inc. He serves as Secretary of the Adrian Leeds Group, sits on the boards of the American Club of Brussels and the Sharkey Foundation, and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with long- and short-term strategies and manages approximately $227.7 million in discretionary assets across a team of advisors.

Jack Wheeler is a financial advisor at HT Partners LLC, holding a Series 65 designation with four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart for one year and has experience with East Lyme Parks & Recreation and Adelphi University. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, providing wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment approaches and diversified asset allocation across various asset classes, including alternatives and special assets.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a range of analytical approaches and trading strategies, managing approximately $286.9 million in discretionary client assets across more than 1,100 clients.

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Peter Decker is an advisor with HT Partners LLC in Centerbrook, CT, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving client insurance needs. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities with wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment strategies, diversified asset allocation, and offers trustee, executor, and fiduciary services, coordinating with legal, accounting, and trust professionals as needed.

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

Kamaljit Somal is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 65 license and having four years of industry experience. His career includes roles at Dunhill Financial, Ltd. and Dunhill Financial, LLC, as well as service with the Royal Air Force. Lansdowne Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis in its investment approach and manages approximately $227.7 million in discretionary assets.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 41 years of industry experience. She previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Laurie holds a Series 63 designation. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a variety of analytical approaches and offers customized portfolio construction and comprehensive financial planning.

Devin Bourque is a CFP® and holds a Series 66 designation, with 13 years of experience in the financial services industry. He has been with HT Partners LLC since 2013 and was briefly with Independent Financial Partners earlier that year. Additionally, he serves as Director and Vice President of Essex Insurance Group, Inc., an insurance agency that provides client-requested insurance products. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment approaches with diversified asset allocation and manages both discretionary and non-discretionary accounts, including illiquid and special assets.

Robert Marcinek is a CFP® professional with 27 years of experience in financial advising. He has worked at Essex Financial Services since 2013 and previously held positions at The Leaders Group Inc., Osaic FA, Inc., and Olson Mobeck Investment Advisors, Inc. Marcinek also holds Series 63 and Series 65 licenses. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities with wealth management, financial planning, portfolio management, and retirement plan advisory services. The firm typically employs long-term, diversified portfolios focused on low-cost mutual funds and ETFs, utilizing an internal due-diligence process and ongoing monitoring to align investments with client objectives.

Charles Fetters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has previously worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Inc., Conscious Capital Wealth Management, LLC, and J.W. Cole Financial, Inc. Outside of advisory work, he owns Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and consulting services. The firm allocates client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Carl Reidemeister is a financial advisor at St. Bernard Financial Services, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining St. Bernard, he worked at Brooklight Place Securities for eight years and has owned Financial Consulting, LLC since 1987. He also owns Xtreme Mobile Adventures, a business involved in advertising and marketing outdoor products. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and client involvement in portfolio decisions.

Anthony Vocalina III is a financial advisor at Essex Financial Services, Inc. with 35 years of industry experience. He previously worked at Parkland Securities Company, LLC for seven years before joining Essex Financial Services in 2021. He holds a Series 63 license and is also an insurance agent for the firm, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers when appropriate.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Jeffrey Ludka is a Series 65-licensed advisor with Essex Financial Services, Inc. in Essex, CT, bringing three years of industry experience. His prior roles include positions at Lighthouse Financial Management and JB Capital, LLC. Outside of advisory work, he has been an insurance agent affiliated with Essex Financial Services. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

David La May is a CFP® with 34 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2010 and worked previously at The Leaders Group Inc. in 2021. In addition to his advisory role, he serves as an adjunct professor of finance at Central Connecticut State University and volunteers as an EMT and marine operator in Old Saybrook, CT. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and portfolio management services, utilizing long-term, diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and outside managers when appropriate.

Kevin O'Connor is a financial advisor with Navy Federal Investment Services, LLC who holds a Series 66 designation and has 13 years of industry experience. He has worked with Navy Federal Investment Services and affiliated entities since 2016, and previously with OSAIC Institutions, Inc. from 2014 to 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs utilizing third-party portfolio managers and provides both discretionary and automated investment options.

Lynn Cravinho is a financial advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Compass Rose Strategic Partners LLC. Cravinho is also involved with Compass Rose Strategic Partners LLC, where she serves as a member, Chief Compliance Officer, financial advisor, and owner. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation supported by fundamental and technical analysis.

Richard Boccaccio Jr. is a financial advisor at ON Investment Management CO with 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His career includes positions at the ON Equity Sales Company, Ohio National Financial Services, Guardian Life Insurance Co. of America, and he is the owner of Boccaccio & Associates, where he conducts life and health insurance sales. ON Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary account management and maintaining a dual-registration model involving broker-dealer activities.