Carol Truluck is a CFP® with 50 years of industry experience, currently serving at Innovative Asset Advisors Group. She previously worked at Financial Strategies Investment Advisor Services, Inc. and Royal Alliance. Outside of advisory work, she is involved in fixed insurance sales through Merit Insurance Agency. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, offering both portfolio management and stand-alone financial consulting engagements.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 securities licenses and has worked previously at Northern Trust, Halsey Associates Inc., and The Washington Trust Company of Westerly. He is based in New Haven, CT. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation and manager selection through a combination of fundamental, technical, and qualitative analysis, managing approximately $2.39 billion in client assets.

Daniel Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation. He has been with the firm since 2026 and brings experience from over two decades working in his family’s retail and e-commerce business, The Shoe Mart, where he has held various roles including COO and is currently a co-owner. Outside of financial advising, he remains actively involved in managing operations and financial decisions for the family business. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, and various institutions. The firm uses a combination of Modern Portfolio Theory and multiple analytical approaches to portfolio construction, offering tailored investment management alongside separate financial consulting engagements.

Jay Diamond is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 40 years of industry experience. He has been associated with multiple firms throughout his career, including Investmark Advisory Group LLC and Commonwealth Equity Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, technology, compliance, and investment management services.

Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has prior experience with Money Concepts Capital Corp, Artisan Wealth Management, Strategies For Wealth Management, and a brief tenure at the State Treasurer's Office. 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 considers client objectives, time horizon, and risk tolerance, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with a focus on preserving purchasing power over the long term.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.

Benjamin Berger is an advisor at Stone Wall Money Management LLC with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at David Lerner Associates, Factory Direct Enterprises, and Enterprise Holdings. 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 is based on client objectives, time horizon, and risk tolerance, employing strategies including asset allocation, dollar-cost averaging, and both long- and short-term techniques.

Charles Winston is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Circle Advisers Inc. for 11 years before joining his current firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm applies Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Financial Strategies Investment Advisor Services and its related entities since 2013. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management, financial consulting, and access to alternative investments. The firm employs a tailored, multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and macroeconomic analysis, and utilizes third-party independent managers and sub-advisors.

Vincent Marbury is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. In addition to his advisory role, he operates Marbury Associates, a sole proprietorship involved in life insurance and fixed annuity sales and marketing. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

John Esteves is a Series 65 licensed advisor with Procyon in Shelton, CT. He joined Procyon Advisors, LLC in 2026 and has previous experience as a student at Sacred Heart University from 2022 to 2026. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a primarily long-term, fundamental analysis-driven investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, managing a significant portion of assets on a non-discretionary basis.

Caroline Wetzel is a CFP® with 11 years of industry experience, currently advising at Procyon since 2017. Her prior experience includes roles at UBS Financial Services from 2015 to 2017. She is a member of the Financial Planning Association and the Financial Women's Association. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a mostly long-term, fundamental analysis investment approach and manages a majority of assets on a non-discretionary basis, offering a wide range of advisory and consulting services.

Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. She is also a partner and Chief Administrative Officer at CBA Management Co., LLC. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios across various asset classes, offering specialized advisory services such as retirement plan consulting and HSA investment management.

Roy Williams is a financial advisor with KCD Financial, Inc. He holds a Series 63 designation and has 42 years of industry experience. Williams has worked at Center Street Securities for seven years and has operated Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party management programs as part of its service model.

David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

Bevin Nealon is a CFP® with 28 years of industry experience. He is currently with Procyon and previously worked at Merrill and Wells Fargo Advisors and Wells Fargo Clearing. Procyon serves a broad mix of clients, including individual and high-net-worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing both discretionary and predominantly non-discretionary mandates across a range of asset types.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.