John Maguire is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at Client Edge Consulting and The Alfond INN. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals and families. The firm emphasizes broad diversification, long-term holding, and tax considerations in its portfolio management, and also sponsors venture capital pooled vehicles and manages private funds.

Ethan Blinder is a financial advisor at Calm River Capital LLC with a Series 65 designation and two years of industry experience. He has been with Calm River Capital since 2022 and is also involved with Nesor New York, LLC. Outside of his advisory role, Blinder holds multiple leadership positions in real estate investment and management companies. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients. The firm focuses on equity and ETF investments, utilizing covered-call option strategies and a combination of fundamental, technical, and quantitative analysis.

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 with Cooper Financial Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at CFS Securities, Inc. and Southern Connecticut University. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and typically manages accounts on a discretionary basis.

Andrew Madlener is a CFP®-credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Open Circle Wealth Partners in North Haven, CT, and has been managing client portfolios since 2012. Open Circle Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, and certain business entities by providing comprehensive wealth management, investment management, and financial consulting. The firm employs a long-term, asset-allocation strategy grounded in Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, with advanced planning supported by Monte Carlo analysis and specialized fixed-income management.

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®-certified financial advisor with 21 years of industry experience. He is currently with Magnolia Private Wealth, LLC and has previous work history at Sterne Agee Investment Advisor Services, Inc., Sterne Agee Financial Services, Inc., and Wrp Investments, Inc. Outside of his advisory role, he is a member of Yankee Advisor Network, an insurance agency, where he is involved in administrative duties. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm provides customized financial planning and portfolio management, utilizing fundamental and technical analysis, and offers access to private fund investments for qualified clients.

Eric Peck is a financial advisor at Southport Station Financial Management, LLC in Southport, CT, holding a Series 65 license with six years of industry experience. He has been with Southport Station Financial Management since 2014, with prior roles at J&G Group, Inc. dba JPR Mechanical, Inc., and Walsh Construction Company II, LLC. Southport Station Financial Management is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $192 million across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, and options, offering both portfolio management and financial planning services.

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.

Michael Mancusi is a financial advisor with Conscious Capital Wealth Management, LLC in Westport, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Barnum Benefit Group, and MSI Financial Services. Mancusi is also licensed to sell health and life insurance and variable insurance products. Conscious Capital Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm uses a proprietary financial planning process and blends top-down macro analysis with bottom-up fundamental research to guide asset allocation and security selection.

Adele Goetz is a Series 65-licensed advisor at Fairport Asset Management Corp in Fairfield, CT, with eight years of industry experience. She has been associated with Fairport Asset Management Corp since 1996. Fairport Asset Management Corp provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and written financial plans with both tactical and strategic asset allocation approaches, including Morningstar-managed portfolios.

Ari Blinder is a financial advisor at Calm River Capital LLC with two years of industry experience. He holds a Series 65 credential and has worked in both financial advisory and real estate brokerage, including as Broker/Owner at Simplr LLC. Outside of finance, he is also involved in acting. Calm River Capital LLC provides discretionary portfolio management, consulting, and subadvisory services to accredited individual and high-net-worth clients, focusing on equities and ETFs with an emphasis on covered-call option strategies. The firm employs a variety of analytical methods and maintains a relatively small client base for specialized engagement.

Ronald Welz is a financial advisor at Drum Hill Capital, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Drum Hill Capital since 2014. Drum Hill Capital provides investment management, comprehensive household reporting, financial planning, and investment consulting for individuals, families, IRAs, trusts, and charitable organizations. The firm’s investment approach combines macroeconomic views with fundamental analysis and includes the use of margin and options strategies within separately managed accounts.

Alyssa Crews is a CFP® professional with three years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC. Her work history includes roles at Silver Oak since 2021 and prior experience at Kansas State University and Whitworth University. Silver Oak Wealth Advisors Services serves individuals, high-net-worth families, trusts, charitable organizations, and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm uses a consultative “Family CFO” process to create tailored wealth plans, combining passive and active strategies with tactical adjustments and regular rebalancing.

Anthony Bavedas Jr. is a CFP® with 53 years of industry experience, currently advising at Constitution Investment Advisory and Portfolio Management. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also a trustee for his spouse’s trust. Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning to individuals, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, and incorporates a range of securities and strategies including options in client portfolios.

David Nightingale is a financial advisor at Drum Hill Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Drum Hill Capital since 1998. Drum Hill Capital advises individuals and families, including IRAs, trusts, and charitable organizations, offering discretionary managed accounts, financial planning, and investment consulting. The firm combines top-down macro analysis with bottom-up fundamental research and uses a range of model asset-allocation strategies, incorporating equities, ETFs, mutual funds, and a specialized Focused European Equity model.

Joan Guccione is a CFP® and Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Value Investment Professionals, LLC, where she has worked since 2023 following a 19-year tenure at Fleetwood Asset Management Ltd. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and ERISA retirement-plan advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $246.7 million and employs an investment approach that combines fundamental analysis with modern portfolio theory to construct IPS-driven portfolios.