Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. 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 managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Bennett Sacks is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering tailored recommendations across various asset classes. The firm’s investment approach focuses on client objectives, risk tolerance, and long-term purchasing power preservation, utilizing methods such as asset allocation and technical analysis.

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Equitable Advisors, J. Davenport Advisors, and Liberty Partners Financial Services. Outside of advisory work, she is a commissioned notary public in Connecticut. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, offering diversified investment recommendations and employing a client-driven investment process that incorporates asset allocation, technical analysis, and risk management. The firm operates multiple offices with a small advisory team and also offers limited commissionable insurance products through licensed employees.

Carol Truluck is a CFP® and Series 63-licensed advisor with 50 years of industry experience. She has worked at several firms, including Royal Alliance (2012–2023), Cambridge Investment Research Advisors (2009–2012), and Financial Strategies Investment Advisor Services, Inc. (2002–2009 and 2023–2025). She is also active as an insurance agent, selling fixed insurance products. She is part of Innovative Asset Advisors Group, a multi-advisor team that provides wealth management, portfolio management, and financial consulting to individuals, institutions, and charitable organizations. The firm uses a tailored, multifaceted investment approach informed by fundamental, technical, cyclical, and macroeconomic analysis, and employs third-party independent managers and sub-advisors.

Ann Marie Ocone is a CFP® with 16 years of industry experience and is currently with New England Capital Financial Advisors LLC. She previously worked for Purshe Kaplan Sterling Investments for 10 years. Outside of her advisory role, she serves as a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and is known for its active seminar and workshop programs related to pension consulting and participant education.

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 licenses and has worked at several firms including Northern Trust and Halsey Associates. Secrist is based in New Haven, CT. Washington Trust Advisors provides wealth management and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a comprehensive investment approach that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis.

Daniel Zapatka is a Series 65-registered advisor with Innovative Asset Advisors Group and has been with the firm since 2026. Prior to joining the financial services industry, he spent over two decades working in various roles at his family-owned retail and e-commerce business specializing in men's high-end footwear, where he advanced to co-owner and served as COO. Outside of advising, he remains involved in the family business. Innovative Asset Advisors Group advises individuals, foundations, retirement plans, and other entities, providing wealth management, portfolio management, and financial consulting. The firm uses a tailored investment approach informed by multiple analytical methods and incorporates third-party independent managers and sub-advisors to support its offerings.

Jay Diamond is a financial advisor at Investmark Advisory Group LLC with 42 years of industry experience. He holds the Series 63 designation and has worked at firms including Commonwealth Equity Services, Inc. and Investmark Advisory Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary asset management.

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.

Matthew Carreras is a CFP® professional at New England Capital Financial Advisors LLC with three years of industry experience. He has worked at the firm since 2022 and has prior experience in real estate, including roles at Keller Williams Realty and Re/Max. He also manages Wellspring Group LLC, a real estate consulting and property management business in West Hartford, Connecticut. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, financial planning, pension advisory, and educational programs. The firm emphasizes client-specific investment policies and conducts active seminars and workshops, particularly in pension consulting and technical portfolio analysis.

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.

Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

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 a financial advisor at Stone Wall Money Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at David Lerner Associates and several other firms. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies driven by client objectives, risk tolerance, and time horizon. The firm employs various investment methods and offers discretionary and non-discretionary managed accounts, with periodic reviews and oversight of third-party sub-advisors.

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 with Innovative Asset Advisors Group, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior work includes roles at Financial Strategies Investment Advisor Services, Financial Strategies Investment Advisor, Inc., MSI Financial Services, Inc., and A.G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in owning and investing in rental properties. Innovative Asset Advisors Group serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth management, portfolio management, financial planning, and access to alternative investments through a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analyses.

John Esteves is a financial advisor at Procyon with a Series 65 designation and one year of industry experience. Prior to joining Procyon, he studied at Sacred Heart University for four years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering predominantly non-discretionary portfolio management that incorporates mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.