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 38 years of industry experience. He holds the Series 66 designation and has worked previously at CTMA Wealth Management and Cuna Mutual Insurance Society. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and financial institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to build client-specific investment plans and manages both long- and short-term strategies, including the oversight of third-party sub-advisers.

John Kinney is a financial advisor at Warner Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth provides financial planning and discretionary wealth management for individuals, families, and business owners, employing a core-and-satellite investment approach that combines passive core holdings with thematic growth-oriented satellites. The firm integrates multi-generational planning and coordinates with clients’ accounting and legal professionals while utilizing various delivery channels, including automated models and third-party TAMP solutions.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

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 and has previously worked at Baltimore-Washington Financial Advisors. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles, offering customized portfolios across various asset classes and both “view-only” consulting and full management options for held-away accounts.

Rachael Ciocca is a financial advisor at Warner Wealth in Madison, CT, with three years of industry experience. She holds the Series 66 designation and has previously worked at Benefit Cosmetics before joining Warner Group and LPL Financial in 2019. Warner Wealth advises individuals, families, and business owners with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, managing approximately $458 million in discretionary assets under management.

Aaron Hershman is a financial advisor at Principle Wealth with a Series 65 designation and no prior industry experience. He also serves as an attorney at Hershman Legal Group, P.C., where he provides legal and trustee services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services, managing $2.66 billion in assets. The firm employs a long-term, fundamentals-driven investment process and offers trust and fiduciary services alongside retirement-plan engagements.

Robert Paolucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Principle Wealth Partners LLC, where he has worked since 2017, following prior roles at Essex Financial Services, Banc of America Investment Services, and Fidelity. Paolucci is founder and CEO of Principle Wealth Partners, based in Madison, CT. Principle Wealth Partners is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm employs a long-term, fundamental analysis-based investment approach, integrating financial planning with portfolio construction to align with clients’ goals and risk profiles.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

Nicholas Rioux is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and no prior industry experience. He has worked at Schreck Wealth Management LLC since 2024 and has been employed as an occupational therapist at Yale New Haven Health Continuum since 2016. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm uses customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance, while also supporting proprietary funds and affiliated service entities.

Glenn Zavorskas is a CFP® with 19 years of industry experience, currently advising at Principle Wealth Partners LLC since 2021. His prior roles include positions at City National Bank, RBC Capital Markets LLC, and Wells Fargo Clearing. Principle Wealth Partners is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm employs a long-term, fundamental analysis approach to portfolio management, integrating financial planning and account monitoring to align client goals, risk tolerance, and tax considerations.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Brian Gendron is a financial advisor at Principle Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Coldwell Banker Choice Properties, Page Taft Compass, and Buildium. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Theresa Donatelli is a financial advisor with Principle Wealth Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Essex Financial Services, Raymond James Financial Services, Northstar Wealth Partners, and LPL Financial. Donatelli serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth Partners LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamentally based investment process with customized portfolios and integrates financial planning with ongoing portfolio monitoring.

Ryan Famiglietti is a CFP® professional with three years of industry experience currently advising at Principle Wealth. His prior experience includes roles at Cambridge Investment Research, Tracy, Driscoll & Co., and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has been involved with Middletown Post 75 American Legion Baseball for four years. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

John Collins III is a financial advisor at Infinity Financial Services Advisory with 47 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following nine years at Infinity Financial Services. In addition to his advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates various analytical techniques and employs a range of investment vehicles, including mutual funds, ETFs, annuities, and options.

Joshua Ouellette is a CFP® professional with 12 years of experience in financial advisory roles. He currently works at Principle Wealth Partners LLC, having joined the firm in 2023, and previously held positions at Morgan Stanley & Co. LLC and Putnam Retail Management. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management through long-term, fundamental analysis–based investment strategies, integrating financial planning and portfolio management to align with clients’ goals and risk tolerances.

Carl Cornaglia is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following earlier roles at SII Investments, Questar Asset Management, and MSI Financial Services. Outside of his advisory role, Carl is involved as managing principal in property and casualty insurance businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a risk-tolerance driven investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.