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. Prior to joining Alchemi Wealth in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Alchemi Wealth, LLC serves individuals, trusts, estates, corporations, and charitable entities, managing approximately $287 million in discretionary assets. The firm offers customized portfolio construction and financial planning using a range of analytical approaches and trading strategies tailored to client objectives.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

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.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Additionally, she is licensed as an insurance agent with authority in life and health products. 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 diverse range of analytical approaches and offers customized portfolios along with ongoing financial planning and asset management.

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 financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His career includes roles at Essex Financial Services since 2013 and The Leaders Group Inc since 2021. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm implements long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and outside managers, applying ongoing due diligence to align investments with client objectives.

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.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

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.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Andrea Wolfe is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Purshe Kaplan Sterling Investments, Conscious Capital Wealth Management, and J.W. Cole Financial. She also manages Wolfe Wealth LLC, a business entity used for tax and investment purposes. Gateway Wealth Partners serves individuals, including high-net-worth clients, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, overseeing approximately $2.28 billion in regulatory assets under management as of year-end 2025.

Susan Roth is an advisor at Essex Financial Services, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Commonwealth Financial Network and Lobo & Pascale Wealth Management. She has served as a trustee in a fiduciary capacity since 2013. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and outside managers, and provides ERISA fiduciary services for retirement plan clients.

William Tait is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Essex Financial Services, Inc. since 2016 and has been affiliated with The Leaders Group Inc. since 2021. Essex Financial Services is a multi-team 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, utilizing long-term, diversified portfolios that include low-cost mutual funds, ETFs, individual securities, private investments, and third-party managers.

Owen Bregman is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc. and Cambridge Investment Research Advisors. Outside of his advisory role, he is the managing partner at Fiondella, Milone and LaSaracina LLP, a certified public accounting firm. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities, offering wealth management, financial planning, and retirement plan advisory services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers, supported by an internal due-diligence process and ongoing monitoring.