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.

Peter Decker is an advisor with HT Partners LLC in Centerbrook, CT, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving client insurance needs. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities with wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment strategies, diversified asset allocation, and offers trustee, executor, and fiduciary services, coordinating with legal, accounting, and trust professionals as needed.

Scott Albraccio is a financial advisor with Grey Ledge Advisors, LLC, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at CTMA Wealth Management and CUNA Mutual Insurance Society. He has been with Grey Ledge Advisors since 2021 as part of an eight-advisor team. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and financial institutions, including banks and thrift institutions. The firm employs a variety of analytical methods and strategies, manages over $600 million in assets, and is a subsidiary of Ascend Bank, providing distinctive services to banking clients.

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 previously worked at LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth provides financial planning and discretionary wealth management for individuals, families, and business owners, employing a core-and-satellite investment approach that combines passive core holdings with thematic growth-oriented satellites. The firm integrates multi-generational planning and coordinates with clients’ accounting and legal professionals while utilizing various delivery channels, including automated models and third-party TAMP solutions.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. 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 specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

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.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Additionally, she is licensed as an insurance agent with authority in life and health products. Alchemi Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charitable entities. The firm employs a diverse range of analytical approaches and offers customized portfolios along with ongoing financial planning and asset management.

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.

Devin Bourque is a CFP® and holds a Series 66 designation, with 13 years of experience in the financial services industry. He has been with HT Partners LLC since 2013 and was briefly with Independent Financial Partners earlier that year. Additionally, he serves as Director and Vice President of Essex Insurance Group, Inc., an insurance agency that provides client-requested insurance products. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment approaches with diversified asset allocation and manages both discretionary and non-discretionary accounts, including illiquid and special assets.

Robert Marcinek is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His career includes roles at Essex Financial Services since 2013 and The Leaders Group Inc since 2021. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm implements long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and outside managers, applying ongoing due diligence to align investments with client objectives.

Charles Fetters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has previously worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Inc., Conscious Capital Wealth Management, LLC, and J.W. Cole Financial, Inc. Outside of advisory work, he owns Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and consulting services. The firm allocates client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

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.

Robert Paolucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Principle Wealth Partners LLC, where he has worked since 2017, following prior roles at Essex Financial Services, Banc of America Investment Services, and Fidelity. Paolucci is founder and CEO of Principle Wealth Partners, based in Madison, CT. Principle Wealth Partners is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm employs a long-term, fundamental analysis-based investment approach, integrating financial planning with portfolio construction to align with clients’ goals and risk profiles.

Anthony Vocalina III is a financial advisor at Essex Financial Services, Inc. with 35 years of industry experience. He previously worked at Parkland Securities Company, LLC for seven years before joining Essex Financial Services in 2021. He holds a Series 63 license and is also an insurance agent for the firm, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers when appropriate.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Jeffrey Ludka is a Series 65-licensed advisor with Essex Financial Services, Inc. in Essex, CT, bringing three years of industry experience. His prior roles include positions at Lighthouse Financial Management and JB Capital, LLC. Outside of advisory work, he has been an insurance agent affiliated with Essex Financial Services. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

David La May is a CFP® with 34 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2010 and worked previously at The Leaders Group Inc. in 2021. In addition to his advisory role, he serves as an adjunct professor of finance at Central Connecticut State University and volunteers as an EMT and marine operator in Old Saybrook, CT. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and portfolio management services, utilizing long-term, diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and outside managers when appropriate.

Glenn Zavorskas is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Principle Wealth Partners LLC and has previously worked at City National Bank, RBC Capital Markets LLC, and Wells Fargo. Principle Wealth Partners LLC is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management with a long-term investment approach grounded in fundamental analysis and offers a range of services including financial planning, discretionary portfolio management, and trustee support.

Kevin O'Connor is a financial advisor with Navy Federal Investment Services, LLC who holds a Series 66 designation and has 13 years of industry experience. He has worked with Navy Federal Investment Services and affiliated entities since 2016, and previously with OSAIC Institutions, Inc. from 2014 to 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs utilizing third-party portfolio managers and provides both discretionary and automated investment options.

Lynn Cravinho is a financial advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Compass Rose Strategic Partners LLC. Cravinho is also involved with Compass Rose Strategic Partners LLC, where she serves as a member, Chief Compliance Officer, financial advisor, and owner. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation supported by fundamental and technical analysis.