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.

Michael Johnson is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Alchemi Wealth, LLC since 2020 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Johnson holds a Series 66 license and is based in Essex, CT. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charitable entities. The firm manages approximately $286.9 million in discretionary client assets using a range of analytical approaches and offers customized portfolio construction along with cash-flow, tax, estate, and retirement planning.

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.

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.

Michael Schulitz is a financial advisor at Grey Ledge Advisors, LLC with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at RMC Investment Advisors, Voya Financial, Wilshire Associates, Inc., and self-consulting. He is also an independent insurance agent, assisting clients with insurance policy questions and renewal commissions. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets through a seven-advisor team, using a combination of fundamental, technical, and cyclical analysis across diverse investment strategies.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and A. G. Edwards & Sons, Inc. Reynolds is also a licensed insurance agent for life and health-related products. Alchemi Wealth, LLC manages discretionary and non-discretionary investment portfolios and provides financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a variety of analytical methods and trading strategies, serving over 1,100 clients with approximately $287 million in discretionary assets under management.

Austin Van Winkle is a Series 65-registered advisor at HT Partners LLC with eight years of industry experience. He has been with HT Partners since 2018 and previously worked full-time in education for 16 years. Outside of his advisory role, he is co-owner of a property management business involved in tenant relations and property maintenance. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities by providing wealth management, financial planning, portfolio management, and multi-family office services. The firm employs customized investment guidelines and diversified asset allocation strategies across multiple asset classes, including alternatives and private placements.

Charles Reagle is a financial advisor with Grey Ledge Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Grey Ledge Advisors since 2019 and previously spent three years at Diastole Wealth Management, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and certain financial institutions, including banks and thrifts. The firm utilizes a blend of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies with third-party sub-advisers, managing over $600 million in client assets.

Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

Jennifer O'Brien is a financial advisor at Diastole Wealth Management with 23 years of industry experience. She has been with the firm since 2012 and holds Series 63 and Series 65 licenses. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individual clients, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using a range of strategies and analytical approaches, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

Elizabeth Eden is a financial advisor with Diastole Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with Diastole Wealth Management since 2002. Outside of her advisory role, she is a principal at Boston Street Real Estate Partners and Eden Partners. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using analytical approaches and a variety of investment strategies, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

Brant Walker is a financial advisor at Grey Ledge Advisors, LLC, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Grey Ledge Advisors since 2012. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets across a range of strategies, combining fundamental, technical, and cyclical analysis, and operates as a wholly owned subsidiary of Ascend Bank.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.