Tyler Olson is the sole advisor at Olson Consulting LLC in Manchester, CT, holding Series 66 and Series 65 licenses with 17 years of industry experience. He has operated his own consulting firm since 2019 and previously worked in bookkeeping and the brewing industry. Olson is also a co-owner and co-host of a financial education podcast, Physician Cents LLC. Olson Consulting primarily serves physicians and individual clients, providing financial planning, discretionary asset management, and specialized business-owner services for physician practices. The firm uses a passive, diversified investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and appropriate asset allocation.

Jessica Gilbert is a CFP® with 17 years of industry experience currently serving as an advisor at Mullaney, Keating & Wright, Inc. She joined the firm in 2021 after previous roles at LPL Financial and Voya Investment Management. Mullaney, Keating & Wright, Inc. provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental and technical analysis along with mutual fund and ETF evaluation, employing strategies such as long-term purchases and options for hedging or income generation.

Michael Reilly is a CFP® professional with 36 years of industry experience. He has worked at Mint Asset Management LLC since 2024 and previously spent nine years at Rowe Wealth Management LLC d/b/a Avalon. Mint Asset Management LLC provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental and technical analysis with predominantly rules-based, systematic models to tailor portfolios, and is notable for its use of derivatives and borrowing strategies within separately managed accounts.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.

Julie Bruno is a financial advisor at Spurstone with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Elm Advisors, LLC, American Elm Distribution Partners LLC, People's United Advisors, Inc., and People's Securities, Inc. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, portfolio management, and business owner and exit-planning consulting, often implementing investment mandates through discretionary management using third-party models and SEI asset allocation portfolios.

Francis Carpentier is a CFP® with 27 years of industry experience, currently serving as an advisor at Mullaney Keating & Wright Inc., where he has worked since 2003. The firm provides investment supervisory services and portfolio management to individuals, pension plans, charitable organizations, and corporations. Mullaney Keating & Wright employs fundamental and technical analysis combined with mutual fund and ETF evaluation, utilizing strategies such as covered calls and spreading for hedging or income generation, with continuous account monitoring and client-specific investment policies.

Michael Alimo is a Series 65-licensed financial advisor with U.S.A. Financial & Tax Services, LLC, based in Glastonbury, CT. He has three years of industry experience and previously served five years in the United States Marine Corps. His background also includes work with Elevate Financial Group and involvement with the Securite Gun Club. 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 approximately $120 million in client assets for about 400 clients, employing a variety of investment analyses and utilizing a Unified Managed Account program with third-party model portfolio advisors.

Nicholas Broska is a financial advisor at Financial Resources Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Sanford and Hawley and Express Kitchens. He is in the process of starting a part-time bookkeeping business. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm follows a value-oriented investment style using multi-asset portfolios and offers discretionary portfolio management along with a wrap fee program.

Nicholas Roy is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has been with Somnio Financial Group, LLC since 2015 and holds a Series 66 license. The firm advises individuals and high-net-worth clients, offering discretionary investment management, financial planning, and consulting services with a fee-only model. Somnio primarily allocates client assets among exchange-traded funds and manages approximately $137.8 million for about 91 clients.

Jaden Fowler is an advisor at Spurstone with a Series 65 credential and approximately one year of industry experience. His prior roles include positions at Northwestern Mutual, Gallagher, and Global Atlantic Financial Group, as well as early career experience at The College of Saint Rose and UConn Avery Point. Outside of financial advising, he has been involved in entrepreneurial ventures such as JF Pressure Washing LLC and SL Auto Detailing. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and business owner and exit-planning consulting, employing third-party managers and SEI asset allocation portfolios to implement investment mandates.

Richard Rake is a CFP® with 48 years of industry experience, currently serving at Financial Resources Group, LLC since 2018. His prior experience includes roles at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. He is also the owner of Insurvest Group, which markets insurance and annuity products. Financial Resources Group provides investment management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and businesses. The firm employs a value-oriented investment approach using multi-asset portfolios and offers discretionary management through various programs, including a wrap fee option.

Mark Pappa is a financial advisor with Financial Resources Group, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at Lincoln Financial Securities and a long-standing sales position with The Energy Authority. Outside of advising, he is involved in developing a social media app as president and board member of SpatsApp, Inc., and operates Facts Report, LLC, a website focused on combating fake news. Financial Resources Group provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a value-oriented investment approach combining growth and value stock selection with diversified multi-asset portfolios, and it offers discretionary management, a wrap fee program, and oversight of held-away retirement accounts.

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.

Justin Budnick is a financial advisor at Budnick Capital, LLC with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including Sagepoint Financial, Inc., Guardian Life Insurance Company, and Physicians Wealth Strategies. Outside of advisory roles, he operates as a sole proprietor offering life and disability insurance. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA and pension consulting along with educational seminars and technology-enabled client portals.

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.

Pablo Rossetti is a financial advisor at Rioux & Company, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rioux & Company since 2007. Outside of advisory work, he manages two multifamily buildings as a property manager. Rioux & Company provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating equities, fixed income, mutual funds, ETFs, and derivative strategies, with portfolio reviews at least biannually.

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.