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.

Austin Van Winkle is a Series 65-registered advisor at HT Partners LLC with eight years of industry experience. He has been with HT Partners since 2018 and previously worked full-time in education for 16 years. Outside of his advisory role, he is co-owner of a property management business involved in tenant relations and property maintenance. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities by providing wealth management, financial planning, portfolio management, and multi-family office services. The firm employs customized investment guidelines and diversified asset allocation strategies across multiple asset classes, including alternatives and private placements.

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.

Jennifer O'Brien is a financial advisor at Diastole Wealth Management with 23 years of industry experience. She has been with the firm since 2012 and holds Series 63 and Series 65 licenses. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individual clients, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using a range of strategies and analytical approaches, and also serves as adviser and affiliated general partner to a private pooled vehicle.

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.

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.

Elizabeth Eden is a financial advisor with Diastole Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with Diastole Wealth Management since 2002. Outside of her advisory role, she is a principal at Boston Street Real Estate Partners and Eden Partners. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using analytical approaches and a variety of investment strategies, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

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.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.

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.

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 industry experience. He holds a Series 65 designation and has operated a CPA firm since 1987, specializing in accounting and tax services. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment strategies with diversified asset allocation and provides fiduciary and trustee roles, coordinating with external professionals as needed.

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.