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.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

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.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Investors Services, LPL Financial, and Chelsea Financial Services. Dunbar Associates provides advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $307.5 million in client assets and employs a combination of discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual stocks, and bonds with a primarily long-term investment approach.

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.

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.

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.

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.

Jacob Ness is a CFP® professional with 16 years of industry experience. He has been with Kreitler Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors, Inc. for ten years. Ness holds the Series 66 designation and is based in New Haven, CT. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm generally allocates assets among mutual funds, ETFs, individual equities, and fixed income, emphasizing periodic portfolio reviews and reallocation based on performance and client objectives.

Scott Williams is an Investment Adviser Representative at Investmark Advisory Group LLC with 15 years at the firm and one year of experience at Commonwealth Financial Network. He holds a Series 65 designation and serves as Chief Compliance Officer and Director of Operations at Investmark, managing firm-wide compliance, marketing, and operational activities. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment strategies across multiple platforms.

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.

Amanda Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm in 2026, she worked at St. Mary School and was a stay-at-home mom for 11 years. Innovative Asset Advisors Group serves individuals, institutions, and charitable organizations, offering wealth management, portfolio management, and financial consulting. The firm employs a tailored, multi-strategy investment approach and works with third-party managers, supporting client accounts through custodial relationships with Charles Schwab and SEI.