Corrin Burke is a CFP® with 26 years of industry experience, currently serving at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke is treasurer of the nonprofit organization Love Has a Home. Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals, business entities, retirement plans, trusts, and nonprofits. The firm uses a behavioral investment approach combined with money coaching and business archetype coaching, offering portfolio management alongside educational meetings and employee participant services.

Jacob Sapia is a CFP® professional with five years of experience in financial advisory roles. He has worked with firms including Arkadios Capital, Osaic Wealth, and Prudential Insurance Company of America. He has also held positions at Roger Williams University and Turnpike Wine and Spirits. He is an advisor at Wealth Management Group of North America (WMGNA), which serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm’s approach includes customized strategic asset allocation, use of third-party asset managers, and ongoing portfolio monitoring.

Robert Ignagni is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-owner of Walston & Ignagni, a CPA firm providing tax and accounting services, since 1985. His prior experience includes roles at FFP Advisory Services, Inc. and FFP Securities, Inc. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as various institutional entities. The firm uses a combination of fundamental and technical analysis along with a proprietary market assessment model to guide portfolio management tailored to clients’ risk tolerance and time horizon.

George Miller Jr. is a financial advisor at Buell Investment Advisors with 56 years of industry experience. He holds the Series 63 designation and previously worked for Coburn & Meredith, Inc. for 30 years before joining Buell Securities Corp in 2018. Buell Investment Advisors serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach that incorporates fundamental and technical analysis, with many managed accounts supervised on a non-discretionary basis.

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.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity, LPL Financial, and Visionary Private Wealth Management Group. He hosts and writes the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index mutual funds and ETFs, tailoring investment plans to clients’ objectives, time horizon, tax considerations, and risk tolerance.

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.

Kevin Regan is a CFP® with 11 years of industry experience, currently serving as an advisor at Crionna Wealth LLC since 2024. Prior to joining Crionna Wealth, he worked at Kestra Advisory and Kestra Investment Services, LLC for eight years and at MSI Financial Services, Inc. for one year. He is a board member of the Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a discretionary investment approach with fundamental analysis to construct customized portfolios, often engaging third-party sub-advisors and providing plan-level fiduciary services.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.

Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.

Tyler Olson is the principal of Olson Consulting LLC in Manchester, CT, holding Series 65 and Series 66 licenses with 17 years of industry experience. His prior roles include work at Primesolutions Securities, Inc. and involvement with Moody Tongue Brewing Company. He is also a co-owner of Physician Cents LLC, a financial education podcast for medical professionals. Olson Consulting LLC primarily serves physicians and other individual clients, offering financial planning, business-owner planning tailored to physician practice owners, and portfolio management. The firm follows a passive, diversified investment approach focused on index funds and ETFs, and provides clients with fee-only, fixed-fee services alongside discretionary management and regular account reviews.

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.

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.