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.

William Pasnau is the principal advisor at PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led PASNAU Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary portfolio management and individualized investment advice to both individual and high-net-worth clients, managing approximately $129 million in discretionary assets. The firm develops client-specific investment strategies using fundamental, technical, and cyclical analysis, and employs buy-and-hold and asset-allocation approaches.

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.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Constance Velander is a financial advisor with Washington Trust Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. Her prior roles include positions at Weston Securities Corporation, Equitable Advisors, Park Avenue Securities, Guardian Life Insurance, and Merrill, among others. She also serves as a consultant providing financial advice for divorcees. Washington Trust Advisors offers wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets and employs an investment process that integrates asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis.

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.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including ALPS Distributors, Farther Finance Advisors, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers, employing both fundamental and technical analysis across a variety of investment vehicles.

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.

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.

Paul Litchfield is a financial advisor at Claro Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Claro Advisors since 2017, after four years at Ferris Capital. Litchfield serves as a board member of the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental analysis and long-term investment approach, incorporates AI tools, and offers specialized strategies and portfolio overlays, including management of pooled investment vehicles for qualified investors.

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.

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.

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.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.