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®-certified financial advisor with 20 years of industry experience. She is affiliated with Merit Financial Partners LLC and has previously worked at Mtp Advisors, Cox Financial Services, LLC, Divorceu.Com, and Raymond James Financial Services, Inc. Her experience includes roles extending back to 2006, with involvement in Divorceu.Com since 2007. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm uses a fiduciary approach that combines fundamental and technical analysis, strategic asset allocation, and diversified portfolios, employing low-cost index funds and ETFs alongside active strategies as appropriate.

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® with seven years of industry experience currently affiliated with Investmark Advisory Group LLC. He has previously worked with Commonwealth Financial Network and AXA Advisors, LLC. Nicholas is also registered as a fixed insurance agent. 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 asset types and offers services through multiple custodial platforms and third-party sub-advisers.

Cole Conrad is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advisory services, he is the managing director of Trivium Point Accounting, LLC, a tax preparation and accounting firm. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and it integrates accounting and tax-preparation services through its affiliated accounting firm.

Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.

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.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Paul Volpe is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. He has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and LPL Financial. Volpe is also involved with Trivium Point Accounting, a related accounting practice associated with his firm. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment management, comprehensive financial planning, and retirement-plan advisory services.

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.

Kaitlyn Anderson 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, she worked at Pediatric Associates, LLC and held roles at Capital Area Health Consortium and the University of Connecticut School of Medicine. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering 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 utilizes third-party independent managers and sub-advisors.

Anthony Minopoli is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Knights of Columbus Asset Advisors, Vigilant Distributors, Foreside Fund Services, and Knights of Columbus. Outside of his advisory role, he serves on the finance committee of the Basilica of the Immaculate Conception in Washington DC, is a board member of Luxy Corporation, and participates on the boards of St. Catherines Center for Special Needs and Race Brook Country Club. Innovative Asset Advisors Group serves individuals, high net worth clients, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates with wealth management and financial consulting services. The firm applies Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, offering tailored investment management and separate financial consulting engagements.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

Stephen Haberstroh is a financial advisor at Castlekeep Investment Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Castlekeep since 2011. The firm provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. Castlekeep emphasizes a client-centered process using qualitative and quantitative fundamental analysis and manages approximately $827.7 million across discretionary and non-discretionary programs.

Drew Bowman is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Investmark Advisory Group since 2017 and previously held roles at Commonwealth Financial Network and related Investmark entities. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 and health savings accounts. The firm uses a mix of model strategies and advisor-directed allocations across multiple platforms, offering both discretionary and non-discretionary asset management along with retirement plan consulting.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.