Matthew Dreier Jr. is a financial advisor at Wellspring Financial, LLC with seven years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wellspring Financial in 2018, he worked at Aetna from 2012 to 2018. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach based on modern portfolio theory, emphasizing diversification, long-term holdings, and periodic rebalancing.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with a Series 65 designation. He began his industry career in 2024 and previously worked at Regeneron for six years. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services, emphasizing a conservative, low-turnover approach and utilizing third-party managers for certain alternative investments.

Matthew Walston is a financial advisor at Strategic Financial, LLC with 25 years of industry experience. He holds the PFS™ designation, Series 63, and Series 65 licenses. Walston is also a Certified Public Accountant and co-owner of Walston & Ignagni, P.C., a tax and accounting firm he has been involved with since 1985. Strategic Financial provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary market assessment model for tactical portfolio adjustments and offers tailored portfolio management primarily focused on mutual funds, index funds, and ETFs.

Michael Puckly is a ChFC® with 35 years of industry experience. He has worked at Wellspring Financial, LLC since 2017 and previously spent nine years with Lifeline Financial, LLC. He serves on the executive committee of Riverfront Recapture, a nonprofit organization. Wellspring Financial, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, including high-net-worth households. The firm uses a model-driven investment approach based on modern portfolio theory, focusing on diversification, long-term purchases, and periodic rebalancing.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu Financial Services and other firms since 2016. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm manages assets through a two-advisor team, employing strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals when required.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Purshe Kaplan Sterling and LPL Financial. Outside of advising, he operates an independent insurance agency offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses through a two-advisor team. The firm provides discretionary portfolio management and financial planning, employing investment strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals as needed.

Richard Teel is a CFA® charterholder with 15 years of industry experience, currently serving as a portfolio manager at Schwerin Boyle Capital Management, Inc. He has been with Schwerin Boyle since 1999. In addition to his role at the firm, Mr. Teel is a portfolio manager for Eldaro Investors, LLC, which acts as general partner and manager to Double Play Partners Limited Partnership. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles, focusing on value-oriented separately managed accounts and operating an affiliated private fund that employs a broader range of strategies with performance-based economics.

Allen Dunahoo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Edward Jones for 18 years and is currently with Fiscal Wisdom Wealth Management LLC and Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and offers tailored portfolio construction using a range of investment strategies and asset classes. The firm also facilitates third-party money manager referrals and conducts educational seminars and workshops.

Rory Obrien is a financial advisor at Schwerin Boyle Capital Management, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Schwerin Boyle since 2015. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm focuses on value-oriented separately managed account portfolio management, primarily using free cash flow and net asset value approaches, while also managing an affiliated private fund employing a broader range of strategies including foreign securities and arbitrage.

Michael Chadwick is a CFP® and ChFC® with 32 years of industry experience. He is a managing member and Investment Advisor Representative at Fiscal Wisdom Wealth Management LLC, where he has been since 2019. Chadwick has previously worked with Cambridge Investment Research Advisors and several other financial firms. Outside of advising, he is involved in college counseling and estate transfer services, and he owns an insurance holding company and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios using various investment strategies and conducts regular account reviews, with a focus on education and referrals to third-party money managers.

Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.

Daniel Boyle is a CFA® charterholder with 32 years of industry experience and serves as a principal at Schwerin Boyle Capital Management, Inc., where he has worked since 1989. He is a managing member of Eldaro Investors, LLC, which acts as a general partner to the Double Play Limited Partnership, and he serves in a research capacity for Eldaro Investors. Schwerin Boyle Capital Management serves individual and high-net-worth clients, as well as institutional and charitable accounts, through discretionary separately managed equity portfolios and related advisory services. The firm employs a value-oriented, equity-focused investment approach and also acts as adviser and sponsor to a privately offered pooled vehicle that utilizes additional strategies such as short selling and arbitrage.

Alan Druckenmiller is a financial advisor at Trust Advisory Group Ltd with 18 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc and Advisory Group Equity Services. Outside of his advisory role, he is an ordained pastor and adjunct seminary faculty member at Augsburg Lutheran Churches. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, providing portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a range of investment strategies, including advisor-managed portfolios, proprietary models, and manager-of-managers options, supported by third-party platforms and a recent affiliation with StoneX Advisors Inc.

Thomas Williamson is a financial advisor at Schwerin Boyle Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Schwerin Boyle in 2018, he worked at MFS Fund Distributors, Inc. from 2014 to 2018. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm offers separately managed accounts with a value-oriented investment approach and manages an affiliated private fund employing a broader range of strategies, including arbitrage and distressed debt.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 3D/L Capital Management, 3D Asset Management, and USI Advisors. Freedom Investment Management serves retail and institutional clients, offering discretionary separately managed accounts, model portfolios, and financial planning. The firm uses quantitative, factor-based, and systematic investment approaches combined with passive index funds and ETFs, managing risk through diversified portfolios.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Coty Shean is a financial advisor at Fiscal Wisdom Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Northwestern Mutual in various capacities from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments. The firm offers both discretionary and non-discretionary management, facilitates third-party manager referrals, and conducts educational seminars and workshops.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with a Series 65 credential and two years of industry experience. She has worked at Fiscal Wisdom since 2020 and previously held roles at Beachbody and Edward Jones. Martin also serves as an associate assisting with operations at Chadwick Financial Advisors. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm constructs tailored portfolios using a variety of investment strategies and offers financial planning in areas such as retirement, tax, estate, and business succession.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked with firms including Trust Advisory Group, Ltd. and Ages Financial Services, Ltd. Additionally, he is the president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life and health insurance and annuities. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm employs multiple methods of analysis and offers portfolio strategies driven by dynamic trade signals, utilizing a range of investment vehicles to meet client objectives and risk tolerances.