Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

Michael Schulitz is a financial advisor at Grey Ledge Advisors, LLC with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at RMC Investment Advisors, Voya Financial, Wilshire Associates, Inc., and self-consulting. He is also an independent insurance agent, assisting clients with insurance policy questions and renewal commissions. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets through a seven-advisor team, using a combination of fundamental, technical, and cyclical analysis across diverse investment strategies.

Charles Kreitler is a CFP® professional with 20 years of industry experience. He is a founding member of Kreitler Financial LLC and previously worked at Raymond James Financial Services for 15 years. Outside of his advisory role, he is also an independent insurance agent. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm emphasizes regular portfolio review and reallocation, offering clients access to advanced reporting platforms and a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Robert Monte is a financial advisor with Monte Financial Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including 17 years at Monte Financial Group and Purshe Kaplan Sterling Investments. Monte Financial Group provides private wealth and institutional investment services to high-net-worth individuals, families, trusts, estates, charitable accounts, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on fundamental analysis and client-specific investment policies that typically emphasize individual equities and investment-grade fixed income.

Alexander Monte is a Series 65 licensed advisor with 11 years of industry experience. He has been with Monte Financial Group, LLC since 2014, where he is part of a six-advisor team based in Guilford, CT. Monte Financial Group serves individual and high-net-worth clients, as well as institutional separate-account and sub-advisory clients such as foundations, trusts, and endowments. The firm manages approximately $426.6 million in discretionary assets and offers customized investment management, financial planning, and consulting services. Its investment approach combines fundamental, bottom-up and top-down analysis within a documented policy framework, and it incorporates formal performance reporting into client service.

Charles Reagle is a financial advisor with Grey Ledge Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Grey Ledge Advisors since 2019 and previously spent three years at Diastole Wealth Management, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and certain financial institutions, including banks and thrifts. The firm utilizes a blend of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies with third-party sub-advisers, managing over $600 million in client assets.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

Thomas Ellis is a financial advisor at Washington Trust Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios across various asset classes and employs ongoing suitability reviews and Investment Committee oversight.

Brant Walker is a financial advisor at Grey Ledge Advisors, LLC, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Grey Ledge Advisors since 2012. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets across a range of strategies, combining fundamental, technical, and cyclical analysis, and operates as a wholly owned subsidiary of Ascend Bank.

Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing 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, with some accounts employing more active strategies including options and derivatives.

Abigail Laufer is a financial advisor at WJ Financial Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with WJ Financial Advisors since 2016. Laufer is also the CEO of Virid Capital, LLC in New York. WJ Financial Advisors is a fee-only firm providing 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, with tactical adjustments and, for certain accounts, employs leverage and derivatives in separately managed accounts.

Benjamin Monte is a financial advisor at Monte Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments and Stone Hill College. Monte Financial Group serves individual and high-net-worth clients, as well as foundations, trusts, endowments, and other registered advisors, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management, financial planning, and consulting, with a focus on bespoke portfolios constructed through fundamental analysis and formal performance reporting.

Cameron Davignon is a financial advisor at Monte Financial Group, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Westfield Bank and Westfield Investment Services. Outside of his advisory role, he has been involved with Westfield Little League since 2014. Monte Financial Group provides private wealth and institutional investment services to individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients. The firm uses a documented, client-specific investment process focusing on individual equities and investment-grade fixed income, with periodic portfolio reviews and performance reporting.

Colleen Venter is a financial advisor at Grey Ledge Advisors, LLC, holding a Series 65 credential with 21 years of industry experience. She has been with Grey Ledge Advisors since 2005. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, including high-net-worth clients, employee benefit plans, and certain financial institutions. The firm employs a range of analytical methods and manages over $600 million in client assets, combining institutional relationships with advisory services across a multi-advisor team.

John Burzenski is a financial advisor at Grey Ledge Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at CTMA Wealth Management, ABCO Wealth Management, and Cetera Financial Advisers. In addition to his advisory work, he is a licensed insurance agent and a CPA who prepares tax returns and handles accounting duties at his own accounting firm. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, financial planning, and ERISA consulting.

Matthew Sczurek is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Armstrong Advisory Group Inc., having joined in 2023, and previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of advising, he is a pianist who participates in concerts and serves as Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm with 14 advisors serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with portfolio oversight by an investment committee and operates a multi-office model managing approximately $1.67 billion in client assets.

Ann Marie Ocone is a CFP® with 15 years of industry experience, currently serving at New England Capital Financial Advisors LLC in Cheshire, CT. She previously worked for Purshe Kaplan Sterling Investments for 10 years and has been with New England Capital since 2006. Outside of her advisory role, she serves as a board member for the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million across diverse clients including individual and high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning, and pension plan advisory, emphasizing client-specific investment policies and offering educational programs through seminars and workshops.