Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

Daniel Perreault is a financial advisor at Toomey Investment Management, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior work includes roles at Leigh Baldwin & Co., LLC and Park City Ford. Toomey Investment Management, Inc. is an SEC-registered adviser that provides model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm employs a model portfolio approach combining diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing assets across mutual funds, ETFs, equities, and fixed income.

Thomas Kerney is a financial advisor with Cooper Financial Services, Inc. He holds Series 65 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at Independent Capital, LLC, Key Bridge Compliance, LLC, and CFS Securities, Inc., among others. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term investing to short-term trading, managing approximately $184 million in discretionary assets for about 1,335 clients.

Charles Green III is a CFP® professional with 26 years of industry experience. He has been with Springboard Asset Management LLC since 2010. The firm is a fee-only, SEC-registered advisory that provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. Springboard Asset Management employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing globally diversified portfolios with a small/value tilt and a broad use of mutual funds and ETFs.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has been working with CFS Securities, Inc. and Cooper Financial Services since 2014. In addition to his advisory role, he is a silent partner member of Butler Insurance Group, LLC. Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and manages approximately $184 million in discretionary assets.

Jeffrey Savelle is a financial advisor with Fairport Advisors, Inc. in Cheshire, CT, holding 44 years of industry experience. He has worked at Fairport Advisors since 2018 and was previously with Temenos, Inc. from 2008 to 2018. Outside of his advisory role, he serves as president of Farmington Benefit Consultants, Inc., an insurance brokerage specializing in life and group insurance. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm uses model-based portfolios combining tactical and strategic asset allocation with technical, quantitative, and AI tools, employing a range of investment vehicles including ETFs, stocks, pooled funds, and alternative exposures.

Noah Lifgren is a financial advisor at Monte Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education at Bentley University and Cooperstown Middle and High School. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management and financial planning, emphasizing fundamental analysis and formal performance reporting, and has expanded into institutional and sub-advisory services with capabilities for account-specific investment restrictions.

Elizabeth Cook is a financial advisor with Diastole Wealth Management, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Diastole since 2002. Outside of her advisory role, she is a principal at Eden Partners. Diastole Wealth Management provides portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm customizes portfolios based on client objectives and risk tolerance, employing various analytical methods and investment strategies, and also manages private pooled vehicles, including serving as an affiliated general partner.

Jason Kish is a CFA® charterholder affiliated with Grey Ledge Advisors, LLC. He has over 28 years of industry experience, including a long tenure with Prospector Partners, LLC before joining Grey Ledge Advisors in 2026. Grey Ledge Advisors is an SEC-registered investment adviser that serves individuals, employee benefit plans, and financial institutions such as banks and thrift institutions. The firm uses a range of analytical methods and manages client portfolios through tailored investment plans, combining both long- and short-term strategies alongside third-party sub-advisers.

Constance Velander is a financial advisor at Washington Trust Advisors with 14 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at several firms, including Equitable Advisors and Axa Advisors. Velander also serves as a consultant specializing in financial advice for divorcees. Washington Trust Advisors provides wealth management, financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation, manager selection, and a blend of fundamental, technical, and qualitative analysis across various investment vehicles.

Carolyn Matthes is a financial advisor at Compass Wealth Management LLC with 39 years of industry experience. She has worked at Compass Asset Management since 1997. Outside of her advisory role, she serves as president of the Sachem Head Association. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for about 367 clients. The firm provides discretionary portfolio management and financial planning, focusing on fundamentally researched investment strategies that include equities and diversified fixed income, with a fee structure that typically covers transaction costs within asset-based accounts.

Matthew Baum is a CFP® credentialed advisor with six years of industry experience. He is currently with Alpha Zero LLC, where he has worked since 2024. His prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as experience in education and service industries. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios and offers access to alternative investments and private placements.

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Contour Mortgage, Umergence LLC, Gramercy Securities, Inc., and Catum Advisory Group, where he also managed investment strategy and relationship management. Outside of advisory work, he has been involved in financial modeling and analysis for small businesses including Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm employs risk-based model strategies using a variety of funds and securities, offering both advisor-directed and discretionary portfolio management tailored to client objectives.

James Mahoney is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms, including Commonwealth Financial Network and Essex Capital Advisors, and is a partner and trustee at Mahoney Sabol & Co., a CPA firm. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses, utilizing model-based and advisor-directed accounts supported by a team of ten advisors.

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

Kimberly Giannone is a Series 65-licensed financial advisor with seven years of industry experience. She has held positions at several firms, including Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Kimberly is currently with Innovative Asset Advisors Group, a team-based firm. Innovative Asset Advisors Group provides tailored wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, and trusts. The firm employs a diversified investment approach combining Modern Portfolio Theory with fundamental, technical, cyclical, and macroeconomic analysis.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She has been with Diastole Wealth Management since 2013 and holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm offers tailored portfolio strategies and ongoing monitoring, employing fundamental and technical analysis along with modern portfolio theory.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 21 years of industry experience. She has been with Diastole Wealth Management since 2010 and previously worked at William Pitt Sotheby's International Realty from 2007 to 2018. She holds a Series 66 designation. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs analytical approaches including fundamental and technical analysis and modern portfolio theory, and uniquely serves as adviser and affiliated general partner to a private pooled vehicle.

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.