Abigail Laufer is a financial advisor at WJ Financial Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with WJ Financial Advisors since 2016. Laufer is also the CEO of Virid Capital, LLC in New York. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, with tactical adjustments and, for certain accounts, employs leverage and derivatives in separately managed accounts.

Ted Ferik is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

Robyn Wolcott is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Warner Wealth and previously spent time at LPL Financial and Shore Publishing. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and employee retirement planning. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals.

Benjamin Monte is a financial advisor at Monte Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments and Stone Hill College. Monte Financial Group serves individual and high-net-worth clients, as well as foundations, trusts, endowments, and other registered advisors, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management, financial planning, and consulting, with a focus on bespoke portfolios constructed through fundamental analysis and formal performance reporting.

Cameron Davignon is a financial advisor at Monte Financial Group, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Westfield Bank and Westfield Investment Services. Outside of his advisory role, he has been involved with Westfield Little League since 2014. Monte Financial Group provides private wealth and institutional investment services to individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients. The firm uses a documented, client-specific investment process focusing on individual equities and investment-grade fixed income, with periodic portfolio reviews and performance reporting.

Colleen Venter is a financial advisor at Grey Ledge Advisors, LLC, holding a Series 65 credential with 21 years of industry experience. She has been with Grey Ledge Advisors since 2005. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, including high-net-worth clients, employee benefit plans, and certain financial institutions. The firm employs a range of analytical methods and manages over $600 million in client assets, combining institutional relationships with advisory services across a multi-advisor team.

John Burzenski is a financial advisor at Grey Ledge Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at CTMA Wealth Management, ABCO Wealth Management, and Cetera Financial Advisers. In addition to his advisory work, he is a licensed insurance agent and a CPA who prepares tax returns and handles accounting duties at his own accounting firm. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, financial planning, and ERISA consulting.

Emily Clare Cafasso is a financial advisor at Compass Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Compass Wealth Management, she worked at Coastal Bridge Advisors and Llbh Private Wealth Management. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm’s investment approach is guided by fundamental research and tailored to client-specific investment policy statements, offering portfolios that range from conservative to aggressive.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 securities licenses and has worked previously at Northern Trust, Halsey Associates Inc., and The Washington Trust Company of Westerly. He is based in New Haven, CT. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation and manager selection through a combination of fundamental, technical, and qualitative analysis, managing approximately $2.39 billion in client assets.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

William Leete Jr. is a CFP® professional with 24 years of industry experience, currently serving at Monte Financial Group, LLC since 2016. He also has concurrent roles with Guardian Life Insurance Co and Primerica Advisors beginning in 2014. Outside of his advisory work, he serves as treasurer for Shoreline Networking Associates & Professionals, a local business referral group. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and consulting services. The firm emphasizes bespoke portfolios constructed through fundamental analysis and incorporates formal performance reporting into its client service.

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.

Jason Bear is a CFA® charterholder with 10 years of industry experience. He has worked at Compass Wealth Management LLC since 2015. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm emphasizes investment decisions guided by fundamental research and manages portfolios across a range of risk profiles based on client investment policy statements.

Scott Albraccio is a financial advisor at Grey Ledge Advisors, LLC with 37 years of industry experience. He holds a Series 66 designation and has worked previously at CTMA Wealth Management, Cuna Mutual Insurance Society, and Cuna Brokerage Services, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a range of analytical approaches and offers portfolio management, financial planning, consulting, and pension advisory services through a seven-advisor team managing approximately $540 million in assets.

Christopher Mongeon is a financial advisor at Warner Wealth with 15 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at LPL Financial LLC and Nfp Securities Inc. Mongeon is based in Madison, CT, and has been with Warner Wealth since 2026. Warner Wealth advises individuals, families, and business owners, providing comprehensive financial planning, discretionary wealth management, and business-focused planning including succession and employee retirement strategies. The firm employs a core-and-satellite investment approach and manages approximately $458 million in discretionary assets, utilizing multiple delivery channels and coordinating planning with clients' accounting and legal professionals.

John Kinney is a financial advisor at Warner Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth advises individuals, families, and business owners on comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm uses a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and employs multiple delivery channels including LPL’s Guided Wealth Portfolios and third-party TAMP solutions.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.

Rachael Ciocca is a financial advisor at Warner Wealth in Madison, CT, with three years of industry experience. She holds the Series 66 designation and has previously worked at Benefit Cosmetics before joining Warner Group and LPL Financial in 2019. Warner Wealth advises individuals, families, and business owners with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, managing approximately $458 million in discretionary assets under management.

Aaron Hershman is a financial advisor at Principle Wealth with a Series 65 designation and no prior industry experience. He also serves as an attorney at Hershman Legal Group, P.C., where he provides legal and trustee services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services, managing $2.66 billion in assets. The firm employs a long-term, fundamentals-driven investment process and offers trust and fiduciary services alongside retirement-plan engagements.