Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. 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 managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Ann Marie Ocone is a CFP® with 16 years of industry experience and is currently with New England Capital Financial Advisors LLC. She previously worked for Purshe Kaplan Sterling Investments for 10 years. Outside of her advisory role, she serves as a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and is known for its active seminar and workshop programs related to pension consulting and participant education.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Northern Trust and Charles Schwab. Washington Trust Advisors provides 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 using a process that emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Matthew Carreras is a CFP® professional affiliated with New England Capital Financial Advisors LLC, bringing three years of industry experience. His background includes real estate roles at Keller Williams Realty and Re/Max, as well as managing a real estate consulting and property management company, Wellspring Group LLC. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis, strategic asset allocation, and mutual fund/ETF selection to implement client-specific investment policies, supported by ongoing monitoring and educational programs.

Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Kreitler Financial since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is an investor and owner of a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates, offering both discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates AI tools with human oversight in its processes.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Nicholas Rioux is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and no prior industry experience. He has worked at Schreck Wealth Management LLC since 2024 and has been employed as an occupational therapist at Yale New Haven Health Continuum since 2016. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm uses customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance, while also supporting proprietary funds and affiliated service entities.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

Carl Cornaglia is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following earlier roles at SII Investments, Questar Asset Management, and MSI Financial Services. Outside of his advisory role, Carl is involved as managing principal in property and casualty insurance businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a risk-tolerance driven investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. In addition to his advisory role, he is an independent insurance agent selling fixed insurance products. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.