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.

Nicholas Giammattei is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Investmark Advisory Group LLC and has previously worked at Commonwealth Financial Network and AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm uses risk-based model strategies incorporating mutual funds, ETFs, individual securities, and Dimensional Fund Advisors funds, offering both advisor-directed and discretionary portfolio management.

Charles Kreitler is a CFP® professional with 20 years of industry experience. He is a founding member of Kreitler Financial LLC and previously worked at Raymond James Financial Services for 15 years. Outside of his advisory role, he is also an independent insurance agent. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm emphasizes regular portfolio review and reallocation, offering clients access to advanced reporting platforms and a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. 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 focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.

Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. 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 approach focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Kaitlyn Anderson 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, she worked at Pediatric Associates, LLC and held roles at Capital Area Health Consortium and the University of Connecticut School of Medicine. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and utilizes third-party independent managers and sub-advisors.

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.

Drew Bowman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Investmark Advisory Group LLC since 2017 and has been affiliated with Commonwealth Financial Network since 2005. Bowman spends a significant portion of his time providing asset management and financial planning services to clients. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Thomas Ellis is a financial advisor at Washington Trust Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios across various asset classes and employs ongoing suitability reviews and Investment Committee oversight.

Steven Massey is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors, Inc. and his own Massey Financial Services. Massey is a member of the West Rock Ridge Advisory Council, where he assists with property review for state acquisitions in Connecticut. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, emphasizing long-term strategies with diversified investments and tactical reallocations.

Ted Ferik is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brady Martz Wealth Solutions, LLC. His prior roles include positions at several Cetera-affiliated firms and Avantax Advisory Services. Outside of financial advising, he is involved in media production as an executive producer for Think Out Loud, Inc. and manages a precious metals wholesale business. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification with a buy-and-hold approach, utilizing model and sub-advisory portfolios supported by research from Dimensional Fund Advisors.

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® professional with 25 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network for over two decades and has been involved with various Investmark entities since 2000. His work primarily focuses on financial planning, consulting, and asset management. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm utilizes model-based and advisor-directed portfolios across multiple platforms and offers both discretionary and non-discretionary management options.

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 Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley and its affiliated entities from 2008 to 2018 before joining Investmark Advisory Group and Commonwealth Financial Network in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Edward Tomasko is a CFP® with 20 years of industry experience, currently serving at Innovative Asset Advisors Group. He has been with Financial Strategies Investment Advisor Services, Inc. since 2015. Outside of advisory work, he prepares taxes seasonally and serves as a non-majority partner and CFO for an architectural design firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, and various other entities. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and a blend of fundamental, technical, cyclical, and macroeconomic analysis.

Michael Kusick is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Investmark Advisory Group LLC, where he has worked since 2017, and has a long tenure with Commonwealth Financial Network dating back to 1994. Kusick is a managing principal and co-owner of Investmark Advisory Group. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing various investment vehicles and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

Matthew Sczurek is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Armstrong Advisory Group Inc., having joined in 2023, and previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of advising, he is a pianist who participates in concerts and serves as Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm with 14 advisors serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with portfolio oversight by an investment committee and operates a multi-office model managing approximately $1.67 billion in client assets.

Crystal Collado is a financial advisor with Stone Wall Money Management LLC in Shelton, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Her career includes roles at multiple financial firms and ongoing work at the Roger Sherman Inn. Outside of advising, she is a notary public in Connecticut and also works as a licensed insurance agent. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, employing investment strategies focused on client objectives, risk tolerance, and long-term purchasing power preservation. The firm operates with a small advisory team across multiple offices and integrates methods such as asset allocation, dollar-cost averaging, and technical analysis in their approach.