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.

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 an Investment Adviser Representative at Investmark Advisory Group LLC with 15 years at the firm and one year of experience at Commonwealth Financial Network. He holds a Series 65 designation and serves as Chief Compliance Officer and Director of Operations at Investmark, managing firm-wide compliance, marketing, and operational activities. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment strategies across multiple platforms.

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.

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 Investmark Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Investmark Advisory Group since 2017 and previously held roles at Investmark Financial Services, Inc., Investmark Advisory Services, Inc., and Commonwealth Financial Network. Outside of his advisory work, he spends a portion of his time involved in fixed insurance sales. Investmark Advisory Group serves individual clients, high-net-worth households, retirement plans, and businesses with asset management, financial planning, and managed account services. The firm uses risk-based model strategies and offers both advisor-directed and discretionary portfolio management with ongoing monitoring and periodic rebalancing aligned to client goals.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

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 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.