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.

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.

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.

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.

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.

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.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Northern Trust and Charles Schwab. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets using a process that emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

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.

William Leete Jr. is a CFP® professional with 25 years of experience in the financial services industry. He has been with Monte Financial Group, LLC since 2016 and previously worked at Guardian Life Insurance Co, LPL Financial, and UBS Financial Services. Leete serves as the treasurer for Shoreline Networking Associates & Professionals, a local business networking group. Monte Financial Group provides private wealth and institutional investment services to individuals, families, trusts, and institutional clients. The firm employs a documented, step-by-step investment process focused on fundamental analysis and discretionary portfolio management, offering tailored portfolios with performance reporting for accounts over $250,000.

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.

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.

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.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Kreitler Financial since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is an investor and owner of a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates, offering both discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates AI tools with human oversight in its processes.

Benjamin Berger is a financial advisor with Stone Wall Money Management LLC in Shelton, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at David Lerner Associates and Factory Direct Enterprises. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process is tailored to client objectives and risk tolerance, utilizing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term approaches, with a focus on preserving purchasing power over time.