Bette Lynn Paez is a financial advisor with Warner Wealth, holding the CFP® and ChFC® designations and bringing 25 years of industry experience. Prior to joining Warner Wealth in 2023, she worked at LPL Financial, Parkland Securities, LLC, and SPC. In addition to her advisory work, she has experience as a freelance technical writer. Warner Wealth serves individuals, families, and business owners, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach, emphasizes multi-generational engagement, and coordinates planning with clients’ accounting and legal professionals.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of experience. He holds a Series 65 designation and has operated a CPA firm since 1987. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners provides fee-based wealth management and financial planning services primarily for family offices, ultra-high-net-worth, and high-net-worth individuals. The firm offers customized investment programs and coordinates with outside professionals to provide multifamily office support and portfolio management on both discretionary and non-discretionary bases.

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.

Robyn Wolcott is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Warner Wealth and previously spent time at LPL Financial and Shore Publishing. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and employee retirement planning. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals.

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.

Emily Clare Cafasso is a financial advisor at Compass Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Compass Wealth Management, she worked at Coastal Bridge Advisors and Llbh Private Wealth Management. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm’s investment approach is guided by fundamental research and tailored to client-specific investment policy statements, offering portfolios that range from conservative to aggressive.

Jack Wheeler is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart and held various roles related to education and community recreation. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth clients. The firm employs customized investment strategies based on client-specific Investment Policy Statements and offers multifamily office support and coordination with external professionals.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides 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, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

William Leete Jr. is a CFP® professional with 24 years of industry experience, currently serving at Monte Financial Group, LLC since 2016. He also has concurrent roles with Guardian Life Insurance Co and Primerica Advisors beginning in 2014. Outside of his advisory work, he serves as treasurer for Shoreline Networking Associates & Professionals, a local business referral group. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and consulting services. The firm emphasizes bespoke portfolios constructed through fundamental analysis and incorporates formal performance reporting into its client service.

Jason Bear is a CFA® charterholder with 10 years of industry experience. He has worked at Compass Wealth Management LLC since 2015. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm emphasizes investment decisions guided by fundamental research and manages portfolios across a range of risk profiles based on client investment policy statements.

Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving clients in Centerbrook, CT. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth individuals. The firm offers customized investment programs and coordinated financial planning, often integrating trustee and executor roles alongside multi-disciplinary professional support.

Scott Albraccio is a financial advisor at Grey Ledge Advisors, LLC with 37 years of industry experience. He holds a Series 66 designation and has worked previously at CTMA Wealth Management, Cuna Mutual Insurance Society, and Cuna Brokerage Services, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a range of analytical approaches and offers portfolio management, financial planning, consulting, and pension advisory services through a seven-advisor team managing approximately $540 million in assets.

John Kinney is a financial advisor at Warner Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth advises individuals, families, and business owners on comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm uses a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and employs multiple delivery channels including LPL’s Guided Wealth Portfolios and third-party TAMP solutions.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and supports financial planning with RightCapital software.

Rachael Ciocca is a financial advisor at Warner Wealth in Madison, CT, with three years of industry experience. She holds the Series 66 designation and has previously worked at Benefit Cosmetics before joining Warner Group and LPL Financial in 2019. Warner Wealth advises individuals, families, and business owners with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, managing approximately $458 million in discretionary assets under management.