Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with both Cooper Financial Services, Inc. and CFS Securities, Inc. since 2014. In addition to his advisory role, he is a silent partner in Butler Insurance Group, LLC. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of charting, fundamental, and technical analysis across various strategies, managing accounts mostly on a discretionary basis with ongoing portfolio monitoring.

Justin Thomas is a financial advisor at Stableford Capital LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stableford Capital since 2016. Outside of advising, he is a member and owner of OPR Holdings, LLC, an entity established to receive income from his interest in Stableford Capital. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm offers discretionary portfolio management alongside financial planning and retirement-plan advisory, utilizing a committee-supported process focused on long-term returns and risk management.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2026. CastleKeep Investment Advisors serves individuals, families, trusts, estates, high-net-worth individuals, and private investment companies with portfolio management, investment advisory, money manager search and monitoring, and investment analysis. The firm emphasizes a client-by-client approach, applying both qualitative and quantitative fundamental analysis, and manages approximately $921 million in assets.

Constance Velander is a financial advisor at Washington Trust Advisors with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has worked at several firms, including Equitable Advisors and Merrill. Additionally, she serves as a consultant providing financial advice for divorcees through a Certified Divorce Financial Analyst (CDFA) designation. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm specializes in tailored discretionary portfolios and employs an investment approach that combines asset allocation, manager selection, and fundamental, technical, and qualitative analysis across multiple asset classes.

Michael Herbert is a CFP® and ChFC® at Third View Private Wealth with five years of industry experience. Prior to joining Third View Private Wealth in 2025, he held roles at PROCYON Advisors, LLC, MassMutual Life Insurance Company, and Barnum Financial Group. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and institutional entities. The firm utilizes a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to deliver tailored strategies.

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and 20 years of industry experience. Prior to joining Investmark in 2026, he worked at Contour Mortgage as a mortgage loan originator and held roles at Umergence LLC, Gramercy Securities, Inc., Catum Advisory Group, and Merrill. Outside of investment advisory work, he is involved in financial modeling and analysis for two non-investment related companies, Luxury Zoo, LLC and AAA Office Furniture. 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 securities and offers both discretionary and non-discretionary management through multiple custodial platforms.

Robbie Newman is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at UBS Securities LLC for 10 years. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs customized portfolios using exchange-traded funds and individual equities with a generally long-term orientation, supported by ongoing discretionary oversight.

James Mahoney is a financial advisor with Investmark Advisory Group LLC in Shelton, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Investmark Advisory Group since 2017 and has prior experience with Investmark Advisory Services, Inc., Commonwealth Financial Network, and other firms. He is also a partner and trustee of Mahoney Sabol & Co. LLP, a CPA firm. Investmark Advisory Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, 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 asset types and offers both discretionary and non-discretionary management through multiple custodial platforms.

Kimberly Giannone is a financial advisor with Innovative Asset Advisors Group holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Innovative Asset Advisors Group advises individuals, high-net-worth clients, foundations, and institutional entities, providing wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and uses a range of trading strategies including options and margin when appropriate.

Sigurd Bue is a financial advisor with First Affirmative Financial Network LLC, holding a Series 63 designation and 27 years of industry experience. He has been with First Affirmative Financial Network since 1999 and Affirmative Financial Services since 2004. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors in its portfolio construction while offering discretionary fiduciary investment management and financial planning services.

Conor Keenan is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with one year of industry experience. Prior to joining August Wealth Advisors in 2026, he worked at Stratos Wealth Advisors, LLC from 2021 to 2026 and has additional experience at United Parcel Service, Rolling Hills Country Club, and Purdue University. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $436.6 million in discretionary assets with a team of six advisors, focusing on customized portfolios that use both fundamental and technical analysis with a generally long-term investment approach.

William Warner is a CFP® and ChFC® with 31 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years with LPL Financial. Warner is also involved with Warner Financial Group, Inc., where he teaches seminars on financial products and engages in limited insurance-related activities. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a mosaic investment approach combining fundamental, technical, and cyclical analysis, while providing ongoing oversight of third-party managers.

Robert Hill is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill Lynch, and Dominick & Dickerman LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities, employing a bottom-up fundamental analysis approach complemented by technical indicators. The firm manages individual accounts and private pooled investment vehicles, including its private fund-of-funds series, using both discretionary and non-discretionary portfolio management strategies.

Jacob Ness is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Kreitler Financial LLC since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for ten years and Edward Jones for one year. Ness holds a Series 66 designation. Kreitler Financial LLC serves individuals, including high-net-worth clients, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary and non-discretionary investment advisory services, portfolio management, and standalone financial planning, utilizing a range of investment vehicles and analysis methods, including fundamental, technical, and cyclical strategies, and employs AI tools with human review as part of its operational approach.

Scott Williams is a Series 65-licensed advisor with Investmark Advisory Group LLC, where he has worked since 2011 and currently serves as Chief Compliance Officer and Director of Operations. He also holds a position as a Registered Associate with Commonwealth Financial Network since 2025. Williams has additional responsibilities managing compliance processes, marketing, and operational activities at Investmark Advisory Group. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings plans 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 portfolio management through several custodial platforms.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

Bradford Orben is an investment advisor with Snowwater Investment Partners, LLC in Fairfield, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at March Capital Corp., Quest Capital Strategies, Inc., and Building & Land Technology. He is dually registered as an Investment Advisor Representative with Snowwater and as a Registered Representative with March Capital Corp. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities, offering wealth management that combines discretionary investment management with financial consulting and planning. The firm manages approximately $795 million in discretionary assets and constructs customized portfolios using a tailored, long-term investment approach.

Thomas Beirne III is a CFP® professional with 11 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2026, and has also been associated with The Washington Trust Company of Westerly since 2015. Prior to that, he spent seven years at Halsey Associates Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs an investment process focused on asset allocation, manager selection, and a blend of fundamental, technical, and qualitative analysis across various asset classes.

Bernadette Huang is a financial advisor at Equita Financial Network, Inc. with 16 years of industry experience. She holds the CFP® and CFA® designations and has worked at firms including White Allium Wealth Advisors, Kreitler Financial, and Raymond James Financial Services. Outside of advising, she manages the maintenance of a residential property for personal use. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent adviser representatives with paraplanning and consulting services.