Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and 20 years of industry experience. Prior to joining Investmark in 2026, he worked at Contour Mortgage as a mortgage loan originator and held roles at Umergence LLC, Gramercy Securities, Inc., Catum Advisory Group, and Merrill. Outside of investment advisory work, he is involved in financial modeling and analysis for two non-investment related companies, Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various securities and offers both discretionary and non-discretionary management through multiple custodial platforms.

James Mahoney is a financial advisor with Investmark Advisory Group LLC in Shelton, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Investmark Advisory Group since 2017 and has prior experience with Investmark Advisory Services, Inc., Commonwealth Financial Network, and other firms. He is also a partner and trustee of Mahoney Sabol & Co. LLP, a CPA firm. Investmark Advisory Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various asset types and offers both discretionary and non-discretionary management through multiple custodial platforms.

Kimberly Giannone is a financial advisor with Innovative Asset Advisors Group holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Innovative Asset Advisors Group advises individuals, high-net-worth clients, foundations, and institutional entities, providing wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and uses a range of trading strategies including options and margin when appropriate.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Diastole since 2013, following prior roles at Merrill and UBS Financial Services. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios across various asset classes and offers both consulting and full management options, including oversight of private pooled investment vehicles.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 22 years of industry experience. She has been with Diastole Wealth Management for a total of 21 years, from 2001 to 2006 and since 2010. Prior to her current role, she worked at William Pitt Sotheby's International Realty for 11 years. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm creates customized portfolios using a range of investment instruments and offers both consulting and discretionary management services for held-away accounts, also managing private pooled investment vehicles.

Ethan Eden is a financial advisor with Diastole Wealth Management in Guilford, CT, holding a Series 66 designation and 24 years of industry experience. He is the founder and CEO of Market76, a software technology firm, and serves as managing member of Digital Financial, a financial data and software technology firm. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm offers customized portfolios across various asset classes and manages both individual accounts and private pooled investment vehicles.

Jacob Ness is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Kreitler Financial LLC since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for ten years and Edward Jones for one year. Ness holds a Series 66 designation. Kreitler Financial LLC serves individuals, including high-net-worth clients, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary and non-discretionary investment advisory services, portfolio management, and standalone financial planning, utilizing a range of investment vehicles and analysis methods, including fundamental, technical, and cyclical strategies, and employs AI tools with human review as part of its operational approach.

Scott Williams is a Series 65-licensed advisor with Investmark Advisory Group LLC, where he has worked since 2011 and currently serves as Chief Compliance Officer and Director of Operations. He also holds a position as a Registered Associate with Commonwealth Financial Network since 2025. Williams has additional responsibilities managing compliance processes, marketing, and operational activities at Investmark Advisory Group. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary portfolio management through several custodial platforms.

William Matthes is a financial advisor at Compass Wealth Management LLC with 43 years of industry experience. He has worked at Compass Wealth Management since 1997 and previously at Westport Resource Management from 1997 to 2016. Matthes holds Series 63 and Series 65 licenses. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for around 367 clients, including individuals, pension, and charitable plans. The firm provides discretionary portfolio management and financial planning services, focusing on fundamental research and diversified portfolios tailored to client risk profiles.

Thomas Beirne III is a CFP® professional with 11 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2026, and has also been associated with The Washington Trust Company of Westerly since 2015. Prior to that, he spent seven years at Halsey Associates Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs an investment process focused on asset allocation, manager selection, and a blend of fundamental, technical, and qualitative analysis across various asset classes.

Esme Miano is a financial advisor at Compass Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at RiskBridge Advisors, LLC and ThunderHouse, LLC. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for individuals, including high-net-worth clients, as well as pension and charitable plans. The firm uses fundamental research to build diversified portfolios based on client risk profiles and offers discretionary portfolio management alongside financial planning and a flat-fee advisory option.

Anthony Morgillo is a CFP® with 26 years of industry experience. He has worked at Grey Ledge Advisors, LLC since 2020 and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2020. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a multi-strategy approach combining fundamental, technical, and cyclical analysis, managing approximately $540 million in assets across a seven-advisor team.

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.

Peter Cahill is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Securities Inc since 2024, following a 14-year tenure at Trust Advisory Group and 12 years at AGES Financial Services, Ltd. Outside of his advisory role, he manages a family investment-related real estate LLC. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors. The firm employs a variety of investment strategies including proprietary models, manager-of-managers approaches, and third-party platforms, and was acquired by StoneX Advisors Inc. in 2024.

Laura Lehrhaupt is an advisor with Stone Wall Money Management LLC and holds 10 years of experience with Strategies for Retirement. She joined Stone Wall Money Management in 2026 and is part of a six-advisor team based in Shelton, CT. Stone Wall Money Management provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies tailored to client objectives, time horizon, and risk tolerance. The firm combines asset allocation, technical analysis, and both long- and short-term approaches while emphasizing long-term purchasing power preservation.

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.

Nicholas Giammattei is a CFP® with seven years of industry experience currently affiliated with Investmark Advisory Group LLC. He has previously worked with Commonwealth Financial Network and AXA Advisors, LLC. Nicholas is also registered as a fixed insurance agent. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various asset types and offers services through multiple custodial platforms and third-party sub-advisers.

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.

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.