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 with one year of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Advisors, LLC for five years. Prior to his advisory career, he held roles outside finance, including positions at United Parcel Service and Rolling Hills Country Club. August Wealth Advisors provides discretionary wealth management and financial planning services to affluent clients such as individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, tailored portfolios using ETFs and individual equities, managing accounts primarily on a discretionary basis with continuous monitoring and tactical adjustments as needed.

William Warner is a CFP® and ChFC® with 30 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years at LPL Financial. Warner also teaches seminars on financial products through Warner Financial Group, Inc., where he is involved in insurance-related activities. Sentinel Asset Management, LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, overseeing approximately $63.2 million for nearly 495 households. The firm employs a mosaic investment approach utilizing fundamental, technical, and cyclical analysis, with continuous account monitoring and oversight of third-party managers.

Robert Hill is a financial advisor at Rose Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Hill is also a licensed independent insurance agent specializing in non-variable life and health insurance. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside individual accounts.

Jacob Ness is a CFP® professional with 16 years of industry experience. He has been with Kreitler Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors, Inc. for ten years. Ness holds the Series 66 designation and is based in New Haven, CT. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm generally allocates assets among mutual funds, ETFs, individual equities, and fixed income, emphasizing periodic portfolio reviews and reallocation based on performance and client objectives.

Scott Williams is an Investment Adviser Representative at Investmark Advisory Group LLC with 15 years at the firm and one year of experience at Commonwealth Financial Network. He holds a Series 65 designation and serves as Chief Compliance Officer and Director of Operations at Investmark, managing firm-wide compliance, marketing, and operational activities. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment strategies across multiple platforms.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles in various service and logistics positions before joining the advisory firm. August Wealth Advisors provides discretionary wealth management and financial planning primarily to affluent clients, using a long-term investment approach that incorporates both fundamental and technical analysis. The firm manages portfolios typically on a discretionary basis and offers services including portfolio construction, ongoing supervision, and specialist referrals.

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.

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.

Amanda Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm in 2026, she worked at St. Mary School and was a stay-at-home mom for 11 years. Innovative Asset Advisors Group serves individuals, institutions, and charitable organizations, offering wealth management, portfolio management, and financial consulting. The firm employs a tailored, multi-strategy investment approach and works with third-party managers, supporting client accounts through custodial relationships with Charles Schwab and SEI.

Elizabeth Cox is a CFP® professional with 19 years of experience in the financial industry. She is affiliated with Merit Financial Partners LLC and has worked at MTP Advisors since 2010, as well as operating Cox Financial Services, LLC since 2009. Additionally, she has been involved with Divorceu.Com since 2007. Merit Financial Partners provides fee-only financial planning, investment consultation, portfolio management, and wealth-management services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a fiduciary and consultative investment approach, emphasizing asset allocation and the use of low-cost index funds and ETFs, while also offering specialized services such as divorce financial analysis.

Peter Cahill is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Securities Inc since 2024, following a 14-year tenure at Trust Advisory Group and 12 years at AGES Financial Services, Ltd. Outside of his advisory role, he manages a family investment-related real estate LLC. 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. The firm employs a variety of investment strategies including proprietary models, manager-of-managers approaches, and third-party platforms, and was acquired by StoneX Advisors Inc. in 2024.

Laura Lehrhaupt is an advisor with Stone Wall Money Management LLC and holds 10 years of experience with Strategies for Retirement. She joined Stone Wall Money Management in 2026 and is part of a six-advisor team based in Shelton, CT. Stone Wall Money Management provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies tailored to client objectives, time horizon, and risk tolerance. The firm combines asset allocation, technical analysis, and both long- and short-term approaches while emphasizing long-term purchasing power preservation.

Jake Mc Carthy is a CFP® and ChFC® with six years of experience in financial advising. He is currently with Third View Private Wealth and previously worked at Procyon Advisors, Mass Mutual Life Insurance Company, and several other firms. Mc Carthy is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products as needed for clients. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, trusts, and institutional entities. The firm employs tailored strategies using both in-house and third-party portfolios, as well as alternative investments, managing over $1.1 billion in discretionary assets.

Christopher Sneed is a financial advisor at Third View Private Wealth with six years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Procyon Risk, LLC, Baker Tilly Wealth Management, and Bank of America. In addition to his advisory work, he is a licensed insurance agent selling life insurance products as needed for clients. Third View Private Wealth provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm employs tailored strategies combining in-house and third-party model portfolios, separately managed accounts, and alternative investments, managing over $1 billion in discretionary assets.

Laurence Rollins is a Certified Financial Planner (CFP®) with 30 years of industry experience. He currently serves as a Managing Director and Financial Advisor at Manhattan West Asset Management, LLC, joining the firm in 2023 after roles at Finalis Securities LLC, Twenty Four Wealth, Brenton Point Wealth Advisors, and Fidelity Investments. Rollins is also a board member and treasurer of the Estate Planning Council of Lower Fairfield County. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, and a Digital Asset Advisory Program, employing a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis alongside strategic asset allocation and a range of investment strategies.

Nicholas Giammattei is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Investmark Advisory Group LLC and has previously worked at Commonwealth Financial Network and AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm uses risk-based model strategies incorporating mutual funds, ETFs, individual securities, and Dimensional Fund Advisors funds, offering both advisor-directed and discretionary portfolio management.

Charles Kreitler is a CFP® professional with 20 years of industry experience. He is a founding member of Kreitler Financial LLC and previously worked at Raymond James Financial Services for 15 years. Outside of his advisory role, he is also an independent insurance agent. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm emphasizes regular portfolio review and reallocation, offering clients access to advanced reporting platforms and a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Michael Lehrhaupt is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Aegis Wealth Management, Foundations Investment Advisors, MJL Wealth Management, and Horter Investment Management. He is also the owner of Strategies for Retirement, LLC, where he sells insurance and annuities. 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 focuses on client objectives, time horizon, and risk tolerance, utilizing methods such as asset allocation and technical analysis, with an emphasis on preserving purchasing power over time.

Anthony Pisani is a financial advisor at Stone Wall Money Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Key Investment Services. Pisani is also an insurance agent at Strategies for Retirement, LLC, where he sells insurance and annuities. 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 focuses on client objectives, time horizon, and risk tolerance, using strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.