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.

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.

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.

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.

Robert Monte is a financial advisor with Monte Financial Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including 17 years at Monte Financial Group and Purshe Kaplan Sterling Investments. Monte Financial Group provides private wealth and institutional investment services to high-net-worth individuals, families, trusts, estates, charitable accounts, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on fundamental analysis and client-specific investment policies that typically emphasize individual equities and investment-grade fixed income.

Dean Anatra is a financial advisor at William Joseph Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and is also the owner of a CPA practice, Dean Anatra CPA, LLC, with 30 years in operation. Additionally, he is a 25% member of Brightbooks Shoreline, LLC, a bookkeeping company. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using a range of analytical methods and third-party sub-advisors to tailor investment strategies.

Alexander Monte is a Series 65 licensed advisor with 11 years of industry experience. He has been with Monte Financial Group, LLC since 2014, where he is part of a six-advisor team based in Guilford, CT. Monte Financial Group serves individual and high-net-worth clients, as well as institutional separate-account and sub-advisory clients such as foundations, trusts, and endowments. The firm manages approximately $426.6 million in discretionary assets and offers customized investment management, financial planning, and consulting services. Its investment approach combines fundamental, bottom-up and top-down analysis within a documented policy framework, and it incorporates formal performance reporting into client service.

Charles Reagle is a financial advisor with Grey Ledge Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Grey Ledge Advisors since 2019 and previously spent three years at Diastole Wealth Management, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and certain financial institutions, including banks and thrifts. The firm utilizes a blend of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies with third-party sub-advisers, managing over $600 million in client assets.

Jennifer O'Brien is a financial advisor at Diastole Wealth Management with 23 years of industry experience. She has been with the firm since 2012 and holds Series 63 and Series 65 licenses. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individual clients, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using a range of strategies and analytical approaches, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Joseph Giaccone is a financial advisor at WJ Financial Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with WJ Financial Advisors since 2014. WJ Financial Advisors, LLC is a fee-only financial planning and investment management firm that oversees approximately $203 million in discretionary assets for about 272 clients. The firm serves individuals, trusts, estates, nonprofits, and small businesses using a target asset allocation strategy centered on low-cost passive index funds, with discretionary rebalancing and tactical adjustments as market conditions warrant.

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.

Elizabeth Eden is a financial advisor with Diastole Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with Diastole Wealth Management since 2002. Outside of her advisory role, she is a principal at Boston Street Real Estate Partners and Eden Partners. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using analytical approaches and a variety of investment strategies, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

Brant Walker is a financial advisor at Grey Ledge Advisors, LLC, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Grey Ledge Advisors since 2012. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets across a range of strategies, combining fundamental, technical, and cyclical analysis, and operates as a wholly owned subsidiary of Ascend Bank.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.