Robert Malik is a financial advisor at Charter Oak Asset Management, Inc. with 38 years of industry experience. He has been with Charter Oak since 1997. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profit organizations by offering discretionary investment management through proprietary Managed Account Programs (MAPs), consulting, and a purchase-advisory service for individual fixed-income securities. The firm emphasizes strategic asset allocation and active management informed by chart analysis, economic fundamentals, and technical indicators, with regular performance reporting that includes benchmark comparisons and beta disclosures.

Karl Zirolli is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Summit Planning Group, LLC and has previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Zirolli co-owns Summit Funding LLC and provides financial planning and consulting services through Summit Planning Group. Summit Planning Group primarily serves owners of closely held businesses, corporate clients, and high-net-worth individuals by offering financial, retirement, and estate planning, as well as business continuation and retirement plan education. The firm emphasizes fee-for-planning engagements and coordinates implementation with clients’ other advisors.

Divina Marcktell is a financial advisor at Haviland & Sams, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Haviland & Sams since 2012. Haviland & Sams serves corporations, individuals including high-net-worth clients, families, business owners, professionals, and corporate executives. The firm focuses on developing investment policy statements, recommending asset allocations, and identifying independent managers, operating primarily through fixed or hourly engagements rather than discretionary asset management.

Daniel Friedman is a financial advisor at Wealth Management Group of North America (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WMGNA since 1995, previously working at Triad Advisors, Inc. from 2014 to 2017. In addition to his advisory role, he is involved in insurance sales, including life, health, long-term care, and disability insurance. WMGNA serves individuals, high-net-worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee-based and commissionable investment management. The firm’s investment process focuses on customized strategic asset allocation and selection of third-party asset managers, with ongoing monitoring and formal annual reviews.

Anthony Mandile is a financial advisor with CM Financial Advisors, LLC and holds credentials as a Certified Public Accountant. He has 26 years of industry experience and has worked at Ciampi, Mandile & Company for over 36 years. Outside of his advisory role, he is a member of both Ciampi Mandile & Company, LLC, a CPA firm, and Premier Mortgage Group, LLC, a mortgage brokerage company. CM Financial Advisors, LLC provides investment management and personal financial planning services to individuals, businesses, trusts, estates, not-for-profit organizations, and retirement plans. The firm tailors investment programs to each client’s goals and risk tolerance and is noted for its close affiliation with an accounting firm and a mortgage brokerage while focusing primarily on non–high-net-worth individuals and smaller institutional clients.

Mark Briggs is a CFP® with 26 years of experience in financial advisory, currently serving at Briggs Wealth Management, Inc. in Glastonbury, CT, where he has worked since 2000. His credentials also include Series 63 and Series 65 licenses. Briggs Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides portfolio management, financial planning, and supplemental services such as executor and tax preparation services, emphasizing a long-term investment approach with a focus on tax efficiency and cash management.

Eric Powers is a CFP® professional with 18 years of experience in financial advising. He is currently with TOP Private Wealth LLC, where he has worked since 2024, and previously spent a decade at Private Advisor Group, LLC. In addition to his advisory role, he owns and operates Powers Tax Preparation Services. TOP Private Wealth LLC serves individual and high-net-worth clients, providing discretionary investment management along with project-based and ongoing financial planning. The firm employs a blend of passive and active strategies focused on asset allocation, tax efficiency, and long-term holding periods.

Christopher Berris is a financial advisor at Buell Investment Advisors with 40 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial LLC since 2026 and Buell Securities Corp. since 1992. In addition to his advisory role, he is an officer and partner at Buell Investment Advisors and a partner at Ideal Team Ventures, a private equity firm. Buell Investment Advisors provides financial planning and portfolio management services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering both discretionary and non-discretionary managed accounts primarily held at independent custodians.

Anthony Lynch IV is a financial advisor at Mullaney, Keating & Wright Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1998. Mullaney, Keating & Wright Inc provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs both fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation.

Youxi Liu is a CFP® and PFS™ associated with Upstart Wealth Management, LLC, with five years of industry experience. Prior to joining Upstart, Liu worked at Paradigm Wealth, Inc. and Federmann Financial Advisors Inc. Outside of advisory work, Liu engages in independent consulting for software, education, tax, and other professional service providers. Upstart Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and optional tax preparation services. The firm manages approximately $386 million across 91 client households and employs customized investment strategies that include separately managed accounts, ETFs, and, for select clients, equity derivatives and borrowing within accounts.

Jessica Gilbert is a CFP® with 17 years of industry experience currently serving as an advisor at Mullaney, Keating & Wright, Inc. She joined the firm in 2021 after previous roles at LPL Financial and Voya Investment Management. Mullaney, Keating & Wright, Inc. provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental and technical analysis along with mutual fund and ETF evaluation, employing strategies such as long-term purchases and options for hedging or income generation.

Brendan Toomey is a CFP® with 34 years of industry experience, currently serving at Toomey Investment Management, Inc. and Leigh Baldwin & Co., LLC. He holds a Series 63 license and has been with Toomey Investment Management since 2010. Outside his advisory roles, he is self-employed in tax return preparation during the tax season. Toomey Investment Management, Inc. is an SEC-registered adviser providing model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charities, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing roughly $321 million across a broad client base.

Michael Reilly is a CFP® professional with 36 years of industry experience. He has worked at Mint Asset Management LLC since 2024 and previously spent nine years at Rowe Wealth Management LLC d/b/a Avalon. Mint Asset Management LLC provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental and technical analysis with predominantly rules-based, systematic models to tailor portfolios, and is notable for its use of derivatives and borrowing strategies within separately managed accounts.

Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.

Francis Carpentier is a CFP® with 28 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc since 2003. Prior to that, he worked at Olson Mobeck Investment Advisors, Inc. for five years. He holds Series 63 and Series 65 licenses. Mullaney, Keating and Wright, Inc. provides investment supervisory services and individual portfolio management to individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental and technical analysis alongside mutual fund and ETF evaluation, using strategies such as long-term purchases and options for hedging or income generation, with accounts reviewed quarterly and tailored to client objectives.

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Nicholas Broska is a financial advisor at Financial Resources Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Sanford and Hawley and Express Kitchens. He is in the process of starting a part-time bookkeeping business. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm follows a value-oriented investment style using multi-asset portfolios and offers discretionary portfolio management along with a wrap fee program.

Nicholas Roy is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has been with Somnio Financial Group, LLC since 2015 and holds a Series 66 license. The firm advises individuals and high-net-worth clients, offering discretionary investment management, financial planning, and consulting services with a fee-only model. Somnio primarily allocates client assets among exchange-traded funds and manages approximately $137.8 million for about 91 clients.

Richard Rake is a CFP® with 48 years of industry experience, currently serving at Financial Resources Group, LLC since 2018. His prior experience includes roles at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. He is also the owner of Insurvest Group, which markets insurance and annuity products. Financial Resources Group provides investment management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and businesses. The firm employs a value-oriented investment approach using multi-asset portfolios and offers discretionary management through various programs, including a wrap fee option.

Mark Pappa is a financial advisor with Financial Resources Group, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at Lincoln Financial Securities and a long-standing sales position with The Energy Authority. Outside of advising, he is involved in developing a social media app as president and board member of SpatsApp, Inc., and operates Facts Report, LLC, a website focused on combating fake news. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a value-oriented investment approach combining growth and value stock selection with diversified multi-asset portfolios, and it offers discretionary management, a wrap fee program, and oversight of held-away retirement accounts.