Daniel German is a financial advisor at Warner Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual, Cadaret, Grant & Co., Inc., and LPL Financial. In addition to his advisory role, he operates German Financial, a business related to non-variable insurance and investment activities. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement while coordinating with clients’ accounting and legal professionals.

Eniko Mikle is a financial advisor at Diastole Wealth Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Diastole since 2013, following prior roles at Merrill and UBS Financial Services. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm constructs customized portfolios across various asset classes and offers both consulting and full management options, including oversight of private pooled investment vehicles.

Barbara Buzzelli is a financial advisor at Diastole Wealth Management with 22 years of industry experience. She has been with Diastole Wealth Management for a total of 21 years, from 2001 to 2006 and since 2010. Prior to her current role, she worked at William Pitt Sotheby's International Realty for 11 years. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm creates customized portfolios using a range of investment instruments and offers both consulting and discretionary management services for held-away accounts, also managing private pooled investment vehicles.

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

Nahid Noory is a financial advisor with Warner Wealth in Madison, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes significant tenures at LPL Financial and Cetera, alongside earlier experience at Webster Investment Services. Warner Wealth serves individuals, families, and business owners by providing comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and retirement planning. The firm employs a core-and-satellite investment approach and integrates multi-generational engagement and coordinated planning with accounting and legal professionals.

Ethan Eden is a financial advisor with Diastole Wealth Management in Guilford, CT, holding a Series 66 designation and 24 years of industry experience. He is the founder and CEO of Market76, a software technology firm, and serves as managing member of Digital Financial, a financial data and software technology firm. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles. The firm offers customized portfolios across various asset classes and manages both individual accounts and private pooled investment vehicles.

Jacob Ness is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Kreitler Financial LLC since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for ten years and Edward Jones for one year. Ness holds a Series 66 designation. Kreitler Financial LLC serves individuals, including high-net-worth clients, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary and non-discretionary investment advisory services, portfolio management, and standalone financial planning, utilizing a range of investment vehicles and analysis methods, including fundamental, technical, and cyclical strategies, and employs AI tools with human review as part of its operational approach.

Scott Williams is a Series 65-licensed advisor with Investmark Advisory Group LLC, where he has worked since 2011 and currently serves as Chief Compliance Officer and Director of Operations. He also holds a position as a Registered Associate with Commonwealth Financial Network since 2025. Williams has additional responsibilities managing compliance processes, marketing, and operational activities at Investmark Advisory Group. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans 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 portfolio management through several custodial platforms.

William Matthes is a financial advisor at Compass Wealth Management LLC with 43 years of industry experience. He has worked at Compass Wealth Management since 1997 and previously at Westport Resource Management from 1997 to 2016. Matthes holds Series 63 and Series 65 licenses. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for around 367 clients, including individuals, pension, and charitable plans. The firm provides discretionary portfolio management and financial planning services, focusing on fundamental research and diversified portfolios tailored to client risk profiles.

Thomas Beirne III is a CFP® professional with 11 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2026, and has also been associated with The Washington Trust Company of Westerly since 2015. Prior to that, he spent seven years at Halsey Associates Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs an investment process focused on asset allocation, manager selection, and a blend of fundamental, technical, and qualitative analysis across various asset classes.

Esme Miano is a financial advisor at Compass Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has worked previously at RiskBridge Advisors, LLC and ThunderHouse, LLC. Compass Wealth Management LLC is a team-based registered investment adviser managing approximately $682.5 million for individuals, including high-net-worth clients, as well as pension and charitable plans. The firm uses fundamental research to build diversified portfolios based on client risk profiles and offers discretionary portfolio management alongside financial planning and a flat-fee advisory option.

Anthony Morgillo is a CFP® with 26 years of industry experience. He has worked at Grey Ledge Advisors, LLC since 2020 and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2020. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a multi-strategy approach combining fundamental, technical, and cyclical analysis, managing approximately $540 million in assets across a seven-advisor team.

Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.

Amanda Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm in 2026, she worked at St. Mary School and was a stay-at-home mom for 11 years. Innovative Asset Advisors Group serves individuals, institutions, and charitable organizations, offering wealth management, portfolio management, and financial consulting. The firm employs a tailored, multi-strategy investment approach and works with third-party managers, supporting client accounts through custodial relationships with Charles Schwab and SEI.

Peter Cahill is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Securities Inc since 2024, following a 14-year tenure at Trust Advisory Group and 12 years at AGES Financial Services, Ltd. Outside of his advisory role, he manages a family investment-related real estate LLC. 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. The firm employs a variety of investment strategies including proprietary models, manager-of-managers approaches, and third-party platforms, and was acquired by StoneX Advisors Inc. in 2024.

Laura Lehrhaupt is an advisor with Stone Wall Money Management LLC and holds 10 years of experience with Strategies for Retirement. She joined Stone Wall Money Management in 2026 and is part of a six-advisor team based in Shelton, CT. Stone Wall Money Management provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies tailored to client objectives, time horizon, and risk tolerance. The firm combines asset allocation, technical analysis, and both long- and short-term approaches while emphasizing long-term purchasing power preservation.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

James Warner is a CFP® professional with 14 years of industry experience, currently serving at Warner Wealth since 2023. He has prior experience at Northstar Wealth Partners and LPL Financial, and he is a minority owner of Warner Allred Tax Solutions, LLC, a tax and accounting services firm. Additionally, he serves as a notary public and holds insurance licenses. Warner Wealth advises individuals, families, and business owners, providing financial planning, discretionary wealth management, and business-focused planning such as succession and retirement strategies. The firm manages approximately $458 million in discretionary assets using a core-and-satellite investment approach and offers services through multiple channels, including automated portfolios and third-party solutions.

Michael Schulitz is a financial advisor at Grey Ledge Advisors, LLC with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at RMC Investment Advisors, Voya Financial, Wilshire Associates, Inc., and self-consulting. He is also an independent insurance agent, assisting clients with insurance policy questions and renewal commissions. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets through a seven-advisor team, using a combination of fundamental, technical, and cyclical analysis across diverse investment strategies.