Anthony Minopoli is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Knights of Columbus Asset Advisors, Vigilant Distributors, Foreside Fund Services, and Knights of Columbus. Outside of his advisory role, he serves on the finance committee of the Basilica of the Immaculate Conception in Washington DC, is a board member of Luxy Corporation, and participates on the boards of St. Catherines Center for Special Needs and Race Brook Country Club. Innovative Asset Advisors Group serves individuals, high net worth clients, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates with wealth management and financial consulting services. The firm applies Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, offering tailored investment management and separate financial consulting engagements.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

Drew Bowman is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Investmark Advisory Group since 2017 and previously held roles at Commonwealth Financial Network and related Investmark entities. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 and health savings accounts. The firm uses a mix of model strategies and advisor-directed allocations across multiple platforms, offering both discretionary and non-discretionary asset management along with retirement plan consulting.

Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.

Thomas Snayd is a CFP® with 24 years of industry experience, currently serving at Purkiss Capital Advisors, LLC since 2017. He previously worked at Commonfund Asset Management Co., Inc. for 12 years. Snayd serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and household entities. The firm uses fundamental analysis to construct tailored portfolios emphasizing absolute returns within client risk tolerances and monitors accounts regularly, employing mutual funds, ETFs, individual securities, and limited options strategies.

Robert Leiphart III is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005. Outside of advisory work, he is also a licensed insurance agent. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm provides fee-based investment management focused on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Nicholas Christie is a CFP® with 26 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network and Investmark Financial Services, Inc., among others. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm offers both discretionary and non-discretionary asset management and retirement plan consulting, implementing portfolios through a combination of model strategies and advisor-directed allocations using various custodial platforms.

Dante Pasqualoni is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. He previously worked at Veralto Corporation and LinkSquares. Innovative Asset Advisors Group serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth management, portfolio management, financial consulting, and access to alternative investments using a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Robert Iannazzo is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at firms including Merrill and Morgan Stanley, with his current tenure at Investmark Advisory Group beginning in 2019. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm employs a combination of model strategies and advisor-directed allocations across various investment vehicles and offers discretionary and non-discretionary asset management, including third-party sub-advisory relationships.

Edward Tomasko Jr. is a CFP® with 21 years of industry experience. He is currently with Innovative Asset Advisors Group and has previously worked at Financial Strategies Investment Advisor Services, Inc., and Mutual Service Corporation. Outside of financial advising, he prepares taxes on a seasonal basis and serves as an independent insurance agent. Innovative Asset Advisors Group is a multi-advisor team serving individuals, foundations, retirement plans, and other entities. The firm employs a tailored investment approach informed by multiple analytical methods and utilizes independent managers and sub-advisors to support wealth management and financial consulting services.

Michael Kusick is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Investmark Advisory Group LLC, where he has worked since 2017, and previously held positions at Iag, LLC and Commonwealth Financial Network. Kusick is a co-owner and managing principal of Investmark Advisory Group LLC. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across multiple custodial platforms and offers both discretionary and non-discretionary asset management.

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.

Bennett Sacks is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked with several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients using discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on client objectives, risk tolerance, and time horizon, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, J. Davenport Advisors, and Liberty Partners Financial Services. Outside of advisory work, she is a commissioned insurance agent and a notary public in Connecticut. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering discretionary and non-discretionary managed accounts. The firm’s investment approach is based on client objectives, time horizon, and risk tolerance, utilizing asset allocation, dollar-cost averaging, and both long- and short-term strategies to preserve purchasing power over time.

Carol Truluck is a CFP® and Series 63-licensed advisor with 50 years of industry experience. She has worked at several firms, including Royal Alliance (2012–2023), Cambridge Investment Research Advisors (2009–2012), and Financial Strategies Investment Advisor Services, Inc. (2002–2009 and 2023–2025). She is also active as an insurance agent, selling fixed insurance products. She is part of Innovative Asset Advisors Group, a multi-advisor team that provides wealth management, portfolio management, and financial consulting to individuals, institutions, and charitable organizations. The firm uses a tailored, multifaceted investment approach informed by fundamental, technical, cyclical, and macroeconomic analysis, and employs third-party independent managers and sub-advisors.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Daniel Zapatka is a Series 65-registered advisor with Innovative Asset Advisors Group and has been with the firm since 2026. Prior to joining the financial services industry, he spent over two decades working in various roles at his family-owned retail and e-commerce business specializing in men's high-end footwear, where he advanced to co-owner and served as COO. Outside of advising, he remains involved in the family business. Innovative Asset Advisors Group advises individuals, foundations, retirement plans, and other entities, providing wealth management, portfolio management, and financial consulting. The firm uses a tailored investment approach informed by multiple analytical methods and incorporates third-party independent managers and sub-advisors to support its offerings.

Jay Diamond is a financial advisor at Investmark Advisory Group LLC with 42 years of industry experience. He holds the Series 63 designation and has worked at firms including Commonwealth Equity Services, Inc. and Investmark Advisory Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary asset management.

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Money Concepts Capital Corp and Artisan Wealth Management. Prior to his advisory roles, he held positions at the State Treasurer's Office and Spring Brook Ice and Fuel. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through managed accounts. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, focusing on preserving purchasing power over the long term.