Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

Frank Brill is a financial advisor with Kovack Advisors, Inc. in Danbury, CT, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Kovack Advisors and Kovack Securities in 2021. Outside of his advisory role, he serves as a fiduciary for family trusts and estates. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while offering both discretionary and non-discretionary management along with third-party asset manager recommendations and financial planning services.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Daniel Jonker is a financial advisor at Summit Financial, LLC with 29 years of industry experience. His background includes roles at JPMorgan Chase Bank and Fieldpoint Private Securities. He refers clients to Fieldpoint Private Bank for lending services as an ancillary activity. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across various programs and supports customization through third-party managers and held-away account management.

Jose Da Cruz is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently with International Assets Investment Management, LLC, where he has worked since 2018. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory role, Da Cruz serves as an adjunct professor at Western Connecticut State University and is a member of the Mission Ministry Committee at the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers tailored to client objectives and risk tolerance.

Howard Schloss is a financial advisor at Seacrest Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with the SeaCrest organization since 2011, including his current role at Seacrest Wealth Management since 2026. Seacrest Wealth Management is a multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that includes fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, alternatives, and allocations to independent managers.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. Additionally, he is an independent insurance agent focusing on fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a variety of investment strategies—passive, active, tactical, and blended—with options for ESG-focused portfolios and manages $1.615 billion in discretionary assets.

Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

Timothy Haas is a financial advisor at Prosperity Capital Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Prosperity Capital Advisors, Mr. Haas worked at LifePro Asset Management, Integrated Wealth Concepts, LPL Financial, and National Planning Corporation. Outside of his advisory role, he manages multiple insurance agencies and offers tax preparation services. Prosperity Capital Advisors is a multi-team SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision using well-known providers and third-party sub-advisors.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with three years of industry experience. He has worked at several firms including Altfest Personal Wealth Management and Equitable Value, LLC. Walters is currently based in Shelton, CT. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and sponsors various proprietary and third-party investment products, using customized portfolios and a range of strategies tailored to client objectives.

Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, OSAIC, Woodbury Financial Services, and Questar Asset Management. Outside of his advisory work, he assists clients transitioning to retirement by helping them obtain affordable dental plans and developing related financial strategies through his sole proprietorship, Route65 Financial. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm provides portfolio management, financial planning, and specialized consulting services, employing various analytical approaches and discretionary management options.

Vincent Mallon is a financial advisor at IP Financial Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, applying a variety of analytical approaches and providing specialized advisory services including actuarial and benefits consulting.

Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 credential and has worked at firms including Redwood Private Wealth LLC and Belpointe Asset Management. Outside of his advisory role, he works as a bartender at Craft Kitchen. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various investment strategies.