Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.

Patrick Clark is a financial advisor with Charter Research & Investment Group Inc, holding a Series 65 designation and over 30 years of industry experience. He has worked at Charter Research & Investment Group since 1993. Charter Research & Investment Group Inc is a fee-only registered investment adviser serving primarily high-net-worth individuals and families with investable assets around $750,000 or more. The firm employs a bottom-up equity process emphasizing asset allocation, diversification, and active fixed-income positioning, and uses derivatives in separately managed accounts for risk management and tactical purposes.

Chase Withrow is a financial advisor at Mighty Oak Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lawrence Allen Appleman since 2013. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm uses asset-allocation and portfolio-modeling tools to support longer-term strategic allocations with tactical adjustments and offers both discretionary and non-discretionary account management.

Timothy Ozanne is a financial advisor with Firethorn Capital, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Firethorn Capital since 2003 and previously worked at Firethorn Capital Management, LLC from 2005 to 2022. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, research-intensive value approach and manages both separately managed accounts and a private pooled investment vehicle for accredited investors.

Morris Armstrong is an advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has been with Crionna Wealth since 2026 and has 25 years of experience as the owner of Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm manages approximately $65.6 million in discretionary assets and utilizes a discretionary investment approach that often incorporates third-party sub-advisors and fundamental analysis to construct customized portfolios.

Stephen Landa is a financial advisor with Mighty Oak Management LLC in Easton, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mighty Oak Management since 2005 and also serves as president and CEO of Startech LLC, a company involved in plasma converter technology development and sales. Mighty Oak Management LLC provides financial planning, consulting, and fee-based asset management to individuals, trusts, estates, corporations, pension plans, and hedge fund clients. The firm emphasizes longer-term, strategic asset allocation with tactical adjustments, offers both discretionary and non-discretionary services, and is notable for acting as a private fund adviser and operating a wrap-fee program as its primary managed-account vehicle.

Kerry Stirton is a financial advisor at Longwall Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Longwall Investment Partners, LLC, Praxia Financial Services, Alignvest Investment Management - NorthPoint, and Tetrem Capital Management. Outside of his advisory role, he serves as Corporate Secretary and President of Scaleable Magic, an artificial intelligence-based media company. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in assets, constructing customized portfolios with a mix of fundamental and technical analysis and offering both discretionary and non-discretionary management.

Paul Schatz is a financial advisor at Heritage Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Heritage Capital since 2003. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, providing discretionary investment advisory services, financial planning, and retirement plan consulting. The firm employs an active, risk-managed investment approach using proprietary asset-management programs based on momentum, trend-following, and mean-reversion models, with portfolio allocations typically including mutual funds, ETFs, and variable annuity sub-accounts.

Nicolaas Pronk is a financial advisor at Noble Capital Management, Inc. with 38 years of industry experience. He has been with Noble Capital Management since 1996 and Noble Capital Markets Inc./Noble Financial Group Inc. since 1995. Outside of his advisory role, he serves as an investor and chairman for several entities, including Sky One Aviation LLC and Sky One Holdings LLC. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning advice primarily to individual and high-net-worth clients, using model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric investment process with dynamic asset allocation informed by relative-strength analysis and market risk assessments.

Brian Parke is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Connecticut Capital Management Group, LLC. His career includes roles at Cambridge Investment Research and Connecticut Benefits Group. Parke is a board member of the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach using fundamental, quantitative, and modern portfolio theory analysis and incorporates a broad range of traditional and alternative investments.

Michael Grennan is a CFA® charterholder with 13 years of industry experience. He has been with Charter Research & Investment Group Inc. since 2012. Charter Research & Investment Group Inc. is a fee-only registered investment adviser serving primarily high-net-worth individuals and families, managing approximately $254 million in assets for about 155 clients. The firm employs a bottom-up equity process with a focus on individual equity and fixed-income positions, asset allocation, and diversification, and uses derivatives selectively for risk management.

Ronald Milone is a financial advisor at Heritage Capital, LLC with 25 years of industry experience. He holds the CFP® designation and Series 66 license. In addition to his advisory role, he is a partner at Marcum LLP, where he provides tax consulting, preparation, and assurance services. Heritage Capital advises individuals, retirement plans, business entities, trusts, estates, and charitable organizations, offering discretionary investment advisory services, financial planning, and retirement plan consulting. The firm uses an active, risk-managed investment approach driven by proprietary momentum, trend-following, and mean-reversion models.

Paula Luciani is a financial advisor at Charter Research & Investment Group Inc with 36 years of industry experience. She holds a Series 63 designation and has worked at Nutmeg Securities, Ltd. since 1989. Outside of her advisory role, she serves as Vice President and Secretary of T.E. Luciani, Inc., a general contracting business. Charter Research & Investment Group primarily serves high-net-worth individuals and families, focusing on discretionary investment management and integrated financial planning. The firm employs a bottom-up investment process that emphasizes individual equity and fixed-income positions, asset allocation, and diversification.

Robert Dunbar is a financial advisor at Dunbar Associates, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. outside of his advisory role, he is involved as a managing partner in real estate development and aggregate sales through Turkey Roost Development and Quarry Ridge Development. Dunbar Associates, LLC provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment approach, managing both discretionary and a significant amount of non-discretionary client-directed assets.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

William Dunn is a financial advisor at Charter Research & Investment Group Inc with 22 years of industry experience. He is based in Southport, CT and works at a firm with a team of three advisors. Charter Research & Investment Group, Inc. is a fee-only registered investment adviser serving high-net-worth individuals and families, typically with investable assets around $750,000 or more. The firm employs a bottom-up equity process that integrates fundamental, qualitative, and technical analysis, emphasizing tailored portfolios, asset allocation, and risk management through selective use of derivatives and active fixed-income positioning.

Brian Herbst is a financial advisor with The Herbst Group, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 11 years before joining The Herbst Group in 2020. The Herbst Group offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios incorporating low-cost mutual funds, ETFs, and individual securities, along with options and derivatives when appropriate.

Gregory Bavedas is a financial advisor at Constitution Investment Advisory and Portfolio Management with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services, Cambridge Investment Research, Citigroup Global Markets, Legg Mason Wood Walker, and Fairfield Country Day School. He is a 50% owner of Fairfield Brothers LLC, an investment-related business. Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning for individuals, trusts, estates, corporations, and charitable organizations. The firm uses a primarily long-term investment process that integrates fundamental and technical analysis with tailored portfolio construction and risk profiling, incorporating a range of investment types including ETFs, mutual funds, stocks, bonds, and options strategies.

Michael Baran is a Series 65-licensed financial advisor at Comprehensive Planning Associates, Ltd. in Fairfield, CT, with three years of industry experience. Prior to his current role, he worked at People's United Bank and has experience outside financial services, including pest control and landscaping. He is also licensed as an insurance agent. Comprehensive Planning Associates offers discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and conducts public seminars and workshops on investments and advisory services.

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.