Michael Alimo is a financial advisor with U.S.A. Financial & Tax Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Capital Asset Advisory Services, LLC, and has been with U.S.A. Financial & Tax Services since 2015. In addition to his advisory role, he is an independent insurance agent. U.S.A. Financial & Tax Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios based on client goals, time horizons, and risk tolerances, employing various analytical approaches and utilizing a Unified Managed Account program with third-party model advisors and overlay management.

Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and broad use of mutual funds and ETFs.

Carrie Fitzpatrick is a financial advisor at U.S.A. Financial & Tax Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in retail and sales roles at J Jill and Trollbeads Americas. U.S.A. Financial & Tax Services, LLC provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios using a variety of analytical approaches and employs third-party model portfolio advisors and overlay managers to implement strategies, serving approximately 400 clients with two advisors.

Brian Sullivan is a financial advisor with Fiscal Dynamics Incorporated in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. He has been with Fiscal Dynamics since 2002. Fiscal Dynamics provides financial planning, consulting, and asset management services to individuals—including high-net-worth clients—as well as corporations, trusts, and pension and profit-sharing plans. The firm emphasizes fundamental analysis and long-term investment strategies, offering both discretionary and co-management portfolio options.

Cathleen Keane is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Haviland & Sams, LLC since 2026 and previously gained experience at Morgan Stanley and Fidelity Investments. Haviland & Sams, LLC serves corporations, individuals, families, business owners, and professionals, focusing on financial planning, wealth management, and consulting services. The firm acts as a strategist and advisor by developing investment policies, recommending asset allocations, and identifying independent managers, without directly managing client assets or accepting discretionary trading authority.

Benjamin Carlson is a financial advisor at Briggs Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Briggs Wealth Management, he worked at several firms including JB Capital, JN Financial, Johnson Brunetti, and Brok Advisors. Carlson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplementary services such as executor services and tax preparation, using a fundamental analysis approach focused on tax efficiency and cash management.

Austin Toomey is a financial advisor at Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Leigh Baldwin & CO., LLC since 2011. Outside of advising, he is involved in tax preparation during tax season. Toomey Investment Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm offers model portfolio management, pension consulting, and comprehensive financial planning, utilizing a tactical asset allocation approach that combines technical analysis with fundamental research.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.

Brian Beck is a financial advisor with Wealth Management Group of North America (WMGNA) in Farmington, CT. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Beck has been with WMGNA since 1995 and has additional experience at Arkadios Capital and OSAIC. Outside of his advisory role, he is involved in insurance sales, acting as an agent for life, health, long-term care, and disability insurance. WMGNA serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm emphasizes customized asset allocation and third-party asset manager selection, offering both fee-based and commissionable products with ongoing portfolio monitoring and consolidated client reporting.

Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. Prior to that, he worked at M & H Advisors, LLC and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Wealth Management Advisers, LLC serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation, long-term strategies, and client-aligned investment policies.

Daniel Perreault is a financial advisor with Toomey Investment Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Toomey Investment Management, he worked at Park City Ford from 2016 to 2019. Toomey Investment Management, Inc. provides model portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm employs a model portfolio approach that integrates diversified asset allocation with tactical overlays based on technical and fundamental analysis, managing approximately $321 million for about 1,291 clients.

Gregory Macko is a financial advisor at Buell Investment Advisors with 33 years of industry experience. His career includes roles at Merrill, Bank of America, Buell Securities, and LPL Financial. He holds Series 63 and Series 65 licenses. Buell Investment Advisors provides financial planning and portfolio management services to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority in specific cases.

Robert Roy Jr. is a CFP®, ChFC®, and holds a Series 66 license, with 21 years of industry experience. He is associated with Somnio Financial Group, LLC, where he has worked since 2015. Somnio Financial Group, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm primarily uses exchange-traded funds and integrates tax and planning considerations into its advice, managing approximately $168.3 million for around 103 clients.

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.

Ryan Orr is a financial advisor at Briggs Wealth Management, Inc. in Glastonbury, CT. He holds a Series 65 designation and has been working in the industry since 2026. Prior to joining Briggs Wealth Management, he held various roles including positions at Bentley University, General Dynamics Electric Boat, and Ram Island Yacht Club. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor services and tax preparation, using a long-term investment approach with an emphasis on tax efficiency and cash management.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

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.

Peter Nrekic is a financial advisor at MJP Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Wells Fargo Clearing, Raymond James & Associates, and Credit Suisse Securities. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting, along with an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, proprietary models, and selected third-party managers.

Josh Altman is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and TD Ameritrade. In addition to his advisory role, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets. The firm serves individuals, corporations, pension plans, and trusts, providing discretionary asset management, financial planning, and consulting with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at JN Financial and JB Capital, LLC since 2018, and previously at Integrated Wealth Concepts LLC, LPL Financial, and VOYA Financial Advisors. Outside of advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. He is part of Johnson Brunetti, a multi-adviser firm managing approximately $2.78 billion in client assets. The firm provides discretionary asset management, financial planning, consulting, and referrals, serving individuals, corporations, pension plans, and trusts with portfolio advice based on fundamental analysis tailored to client risk tolerances.