Douglas Hedley Jr. is a financial advisor with Longwall Family Office, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Praxia Financial Services, Dominari Securities, and UBS Financial Services. Longwall Investment Partners, LLC provides customized investment advisory services primarily to high net worth individuals, trusts, estates, and retirement plans, employing a long-term investment approach that uses fundamental and technical analysis. The firm manages a concentrated client base through discretionary and non-discretionary portfolio management and also serves as adviser to a Cayman Islands private fund currently in the process of winding down.

Lucas Lycksell is a CFP® professional with nine years of industry experience, currently serving as an advisor at Tailored Wealth, LLC. His prior experience includes roles at UBS Financial Services Inc., LPL Financial LLC, Connecticut Wealth Management, and Coinlist. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized, low-cost, diversified portfolios that primarily use mutual funds and ETFs, combining fundamental and technical analysis with a long-term orientation.

Matthew Brunner is a financial advisor at Compass with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Comprehensive Planning Associates, Ltd. since 2011. Outside of his advisory work, he co-hosted a fishing-related venture, Fishing with Matt and Josh, from 2007 to 2023. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm uses a documented investment policy and combines fundamental, technical, and cyclical analysis in portfolio construction, while also offering educational seminars and workshops.

Keith Cuomo is a financial advisor at Dunbar Associates, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Quint Capital Corporation, Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Guardian Life. Dunbar Associates provides wealth management, financial planning, and investment management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a long-term orientation, while maintaining ongoing personal contact to align portfolios with clients’ goals and risk tolerance.

Nathaniel Richer is a financial advisor at Synthesis Capital Group with seven years of industry experience. He holds Series 65 and Series 66 licenses. His work history includes roles at Saratoga Capital Advisors, F2 Tech LLC, and T3 Trading Group, among others. Synthesis Capital Group provides discretionary investment management primarily focused on U.S. equities, ETFs, and listed equity options for individual and business clients. The firm employs systematic and quantitative strategies, including long-short and options trading, and tailors portfolios to client objectives and risk tolerances.

Douglas Harrigan is a financial advisor with Wharton Midmarket Investment Advisors Inc and holds a Series 66 designation. He has 35 years of industry experience, including roles at Wharton Midmarket Securities Inc., Niagara International Capital Limited, and as owner of Harrigan Insurance & Financial Services since 1994. Wharton MidMarket Investment Advisors, Inc. provides investment advisory, portfolio management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and pension/profit-sharing plans, with additional institutional and non-retail clients. The firm generally offers customized, primarily non-discretionary investment management focused on long-term, fundamental analysis and also provides an Ambassador wrap program administered by Raymond James.

Omeed Zarrin is a financial advisor at The Herbst Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles in analytics and technology companies, including Amazon Web Services, Inc. Outside of his advisory work, Mr. Zarrin is a licensed insurance agent involved in insurance sales and implementation. The Herbst Group provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, college athletes, and employer-sponsored plans. The firm employs a long-term, multi-disciplinary investment approach using diversified portfolios with mutual funds, ETFs, stocks, bonds, options, and derivatives, and offers a wrap-fee program alongside detailed performance reporting and institutional support from Fidelity.

Brenda Ghossaini is a financial advisor at BridgeLight Financial Advisors, Inc with two years of industry experience. She holds the Series 66 designation and previously worked at Infinex Investments, Inc and Newtown Savings Bank/Osaic Institutions Inc. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, employing an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Jordan Marino is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at Connecticut Capital Management Group, LLC, having joined the firm in 2022. Prior to this, he held roles at Prudential Annuities Distributors, Inc. and has experience outside finance as well. Marino is a board member of the CFA Society Hartford. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach leveraging fundamental, quantitative, and modern portfolio theory analyses, and may include traditional and alternative investments as well as third-party managers.

Brandon Pacilio is a financial advisor at Alpine Hill Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bridgewater Associates, SumRidge Partners LLC, and B. Riley Wealth Management. Alpine Hill Advisors provides discretionary wealth management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on customized asset allocation and a long-term investment approach using a mix of individual stocks, bonds, ETFs, and alternative investments, while also offering expanded family office and lifestyle management services.

Alexandra Lyon is a financial advisor at Quorus Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Magnifi LLC, TIFIN Distribution Partners, TIFIN GROW LLC, OpenInvest, and Stone Harbor Investment Partners. Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, while also serving individual and high-net-worth clients through separately managed accounts. The firm combines licensed Models from Quorus and third-party providers with automated processes such as daily account reviews and tax-loss harvesting to manage portfolios aligned with client values and investment policy statements.

Daniel Pascone is a financial advisor with Tailored Wealth, LLC in Fairfield, Connecticut. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior firms include LPL Financial, Woodbury Financial Services, Transamerica Financial Advisors, and Strategic Financial Solutions. Pascone is also a licensed insurance agent with a limited non-investment-related insurance practice. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, written financial planning, and retirement plan advisory services. The firm focuses on customized, low-cost, diversified portfolios using both fundamental and technical analysis with a generally long-term orientation.

Derek Guglielmi is a CFA® charterholder serving as a financial advisor at Advanced Capital Advisors, LLC in Fairfield, CT. He has 12 years of industry experience, including 11 years at Conning prior to joining Advanced Capital Advisors in 2026. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pension, and corporate clients, managing approximately $173 million in assets. The firm combines investment advisory services with an in-house CPA practice and employs a strategic-tactical, core-and-satellite investment approach using passive index/ETF cores supplemented by active managers and global diversification.

George Kolitsas is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked previously at Bankers Life and Roger Williams University. Innovative Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and pension consulting, often combining direct advisory services with technology-driven solutions such as automated rebalancing and tax-loss harvesting. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

John Witek is a financial advisor at Sladek & Witek, LLP with 24 years of industry experience. He is a Series 65 credential holder and has been a partner at Sladek & Witek since 1994. In addition to his advisory role, he is a partner in a CPA firm operating under the same name and address. Sladek & Witek, LLP is a fee-only advisory and accounting firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning and investment management with traditional tax preparation and accounting services, emphasizing asset allocation and a disciplined mutual-fund and ETF approach.

Steven Butler is a financial advisor at Cooper Financial Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cooper Financial Services, he worked at Southern Connecticut University. Cooper Financial Services provides financial planning, consulting, and investment management to individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, and technical analysis, offering a range of strategies from long-term investing to short-term trading, and typically manages client accounts on a discretionary basis.

Andrew Madlener is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He has worked at Open Circle Advisors, LLC since 2012. Open Circle Wealth Partners manages approximately $31.4 million in discretionary assets for individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, asset-class investment strategy based on Modern Portfolio Theory, utilizing passive mutual funds, ETFs, laddered fixed-income portfolios, and occasional less liquid vehicles.

Frederick Busk III is a financial advisor at Netherby Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Netherby Advisors since 2008. Netherby Advisors serves individuals, families, trusts, foundations, endowments, plan sponsors, and institutional sub-advisory clients by providing discretionary investment management, financial planning, fiduciary co-trustee services, and consultative business and strategy advice. The firm’s investment approach emphasizes modern portfolio theory with a core-and-satellite framework featuring global diversification and low-cost, semi-passive core holdings supplemented by satellite exposures.

Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has held roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. since 2014 and operates his own advisory business since 2010. Outside of his advisory work, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is an SEC-registered firm that serves individuals, trusts, estates, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers customized financial planning and portfolio management, emphasizing employee-plan consulting and access to private fund investments for qualified investors.

Paul Harrigan is a financial advisor at Wharton Midmarket Investment Advisors Inc with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wharton Midmarket Securities, Inc. since 2013, Independent Investment Bankers Corp. since 2012, and Wharton Midmarket Advisors LLC since 2001. Outside of advisory work, he owns and operates a management consulting business, Wharton Midmarket Advisors, LLC. Wharton MidMarket Investment Advisors, Inc. provides investment advisory, portfolio management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and pension/profit-sharing plans. The firm emphasizes customized, primarily non-discretionary investment management based on long-term fundamental analysis and also offers an Ambassador wrap program administered by Raymond James.