Cathleen Keane is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Haviland & Sams, LLC since 2026 and previously gained experience at Morgan Stanley and Fidelity Investments. Haviland & Sams, LLC serves corporations, individuals, families, business owners, and professionals, focusing on financial planning, wealth management, and consulting services. The firm acts as a strategist and advisor by developing investment policies, recommending asset allocations, and identifying independent managers, without directly managing client assets or accepting discretionary trading authority.

Benjamin Carlson is a financial advisor at Briggs Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Briggs Wealth Management, he worked at several firms including JB Capital, JN Financial, Johnson Brunetti, and Brok Advisors. Carlson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplementary services such as executor services and tax preparation, using a fundamental analysis approach focused on tax efficiency and cash management.

Michael Puckly is a ChFC® with 34 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously worked at Lifeline Financial, LLC from 2008 to 2017. Outside of his advisory role, he serves on the Executive Committee of Riverfront Recapture. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach grounded in modern portfolio theory, focusing on long-term purchases, diversification, and periodic rebalancing.

Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.

Brian Beck is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Arkadios Capital and OSAIC, and has been with Wealth Management Group of North America, LLC since 1995, where he also serves as CFO and president. In addition to his advisory role, Beck is involved in insurance sales and asset-based lending for clients. Wealth Management Group of North America, LLC serves individuals, families, pension plans, and businesses, providing financial planning, tax services, and both fee-based and commission-based investment management. The firm uses a customized strategic asset allocation process and often employs third-party money managers, combining discretionary and non-discretionary management with commissionable securities and insurance products.

Gregory Macko is a financial advisor at Buell Investment Advisors with 33 years of industry experience. His career includes roles at Merrill, Bank of America, Buell Securities, and LPL Financial. He holds Series 63 and Series 65 licenses. Buell Investment Advisors provides financial planning and portfolio management services to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority in specific cases.

Robert Roy Jr. is a CFP®, ChFC®, and holds a Series 66 license, with 21 years of industry experience. He is associated with Somnio Financial Group, LLC, where he has worked since 2015. Somnio Financial Group, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm primarily uses exchange-traded funds and integrates tax and planning considerations into its advice, managing approximately $168.3 million for around 103 clients.

David Rusch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He has been a principal at Tittmann & Rusch, LLC since 2001. Tittmann & Rusch, LLC provides comprehensive financial planning primarily to active and retired business executives, often working with clients through corporate perquisites. The firm emphasizes corporate benefit utilization and personal financial modeling, focusing on fixed-fee or hourly billing rather than asset management or discretionary portfolio services.

Peter Tittmann is a CFP® professional with 33 years of experience, currently serving at Tittmann & Rusch, LLC, a firm he has been with since 2001. The firm focuses on comprehensive financial planning, primarily for business executives, both active and retired. Tittmann & Rusch offers planning services that emphasize corporate benefit utilization and personal financial modeling, providing written recommendations and coordination with other advisors as needed. The firm uses fixed fees or hourly rates and concentrates on planning work rather than asset management.

Thomas Rianhard is a financial advisor at Budnick Capital, LLC with 11 years of industry experience. He holds a Series 65 credential and has previously worked at PASI Investments, LLC and BK Capital LLC, where he serves as Vice President and Market Strategist. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA/pension consulting and public education offerings while primarily acting as a fiduciary oversight and liaison rather than directly managing client assets.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

Josh Altman is a financial advisor at Johnson Brunetti with a Series 66 designation and eight years of industry experience. He has held positions at multiple firms including Charles Schwab, TD Ameritrade, and Digital Federal Credit Union. In addition to his advisory work, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a financial advisor at Johnson Brunetti with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Voya Financial Advisors, Integrated Wealth Concepts, and LPL Financial. In addition to advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies implemented with trading discretion.

Carl Peterson is a ChFC® credentialed advisor with 37 years of experience, currently serving as a principal at Lindberg & Ripple, LRI Investments, LLC. He has been associated with Lindberg & Ripple since 1995 and M HOLDINGS SECURITIES, Inc. since 2000. Peterson serves on the Board of Trustees for The Bushnell Performing Arts Center and is an Investment Committee Member for the Hartford Foundation for Public Giving. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients, including state and municipal government entities.

Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.

Alejandro Gomez is a CFP® and CFA® with eight years of industry experience. He has been with Rossmore Private Capital, LLC since 2017 and previously worked at Bank of America from 2006 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often using independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Carolyn Paldino is a financial advisor at Conifer Investments Ltd with 31 years of industry experience. She has been with Conifer Investments since 1991. Conifer Investments provides advisory services primarily to individuals, families, trusts, and endowments, focusing on asset allocation supported by fundamental, technical, and cyclical analysis. The firm manages a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, with an emphasis on client trade approval.

David Schubach is a financial advisor with Integrity Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at New Frontier Advisors for eight years before joining Integrity Financial Advisors in 2025. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts through model portfolios and third-party managers.