Matthew Sczurek is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Armstrong Advisory Group Inc., having joined in 2023, and previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of advising, he is a pianist who participates in concerts and serves as Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm with 14 advisors serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with portfolio oversight by an investment committee and operates a multi-office model managing approximately $1.67 billion in client assets.

Emily Clare Cafasso is a financial advisor at Compass Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Compass Wealth Management, she worked at Coastal Bridge Advisors and Llbh Private Wealth Management. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm’s investment approach is guided by fundamental research and tailored to client-specific investment policy statements, offering portfolios that range from conservative to aggressive.

Crystal Collado is a financial advisor with Stone Wall Money Management LLC in Shelton, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Her career includes roles at multiple financial firms and ongoing work at the Roger Sherman Inn. Outside of advising, she is a notary public in Connecticut and also works as a licensed insurance agent. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, employing investment strategies focused on client objectives, risk tolerance, and long-term purchasing power preservation. The firm operates with a small advisory team across multiple offices and integrates methods such as asset allocation, dollar-cost averaging, and technical analysis in their approach.

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.

Ann Marie Ocone is a CFP® with 15 years of industry experience, currently serving at New England Capital Financial Advisors LLC in Cheshire, CT. She previously worked for Purshe Kaplan Sterling Investments for 10 years and has been with New England Capital since 2006. Outside of her advisory role, she serves as a board member for the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million across diverse clients including individual and high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning, and pension plan advisory, emphasizing client-specific investment policies and offering educational programs through seminars and workshops.

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.

William Leete Jr. is a CFP® professional with 24 years of industry experience, currently serving at Monte Financial Group, LLC since 2016. He also has concurrent roles with Guardian Life Insurance Co and Primerica Advisors beginning in 2014. Outside of his advisory work, he serves as treasurer for Shoreline Networking Associates & Professionals, a local business referral group. Monte Financial Group serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and consulting services. The firm emphasizes bespoke portfolios constructed through fundamental analysis and incorporates formal performance reporting into its client service.

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.

Matthew Carreras is a CFP® with three years of industry experience, currently with New England Capital Financial Advisors LLC. Prior to joining the firm, he worked in real estate with Keller Williams Realty and Re/Max. He is also the managing member of Wellspring Group LLC, a real estate consulting and property management company in West Hartford, Connecticut. New England Capital Financial Advisors 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, and pension plan advisory, and is known for its active seminar and workshop programs focused on portfolio analysis and participant education.

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.

Jason Bear is a CFA® charterholder with 10 years of industry experience. He has worked at Compass Wealth Management LLC since 2015. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm emphasizes investment decisions guided by fundamental research and manages portfolios across a range of risk profiles based on client investment policy statements.

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.

Scott Albraccio is a financial advisor at Grey Ledge Advisors, LLC with 37 years of industry experience. He holds a Series 66 designation and has worked previously at CTMA Wealth Management, Cuna Mutual Insurance Society, and Cuna Brokerage Services, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a range of analytical approaches and offers portfolio management, financial planning, consulting, and pension advisory services through a seven-advisor team managing approximately $540 million in assets.

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.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.

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.