Thomas Ellis is a financial advisor at Washington Trust Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios across various asset classes and employs ongoing suitability reviews and Investment Committee oversight.

Alejandro Garcia is a financial advisor at Bulltick Wealth Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Intercam Advisors, Inc., Intercam Securities, and Banorte Asset Management. In addition to his advisory role, he is also a licensed life insurance agent involved in insurance sales. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Gregory Wertz is a financial advisor at Strategy Asset Managers L.L.C. in Westport, CT, holding Series 63 and Series 65 designations with five years of industry experience. He has worked with Strategy Asset Managers since 2020 and has also been involved with Ardara Capital, L.P. since 2016. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm combines fundamental equity selection and quantitative strategies across various asset classes and provides family office services and management of private pooled investment vehicles.

Ted Ferik is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

Robert Leiphart III is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005. Outside of advisory work, he is also a licensed insurance agent. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm provides fee-based investment management focused on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Lauren Quesada is a financial advisor at Castlekeep Investment Advisors in Westport, CT, holding a Series 65 designation with 12 years of industry experience. She has been with Castlekeep Investment Advisors since 2012. CastleKeep Investment Advisors provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. The firm manages approximately $827.7 million for about 119 clients using proprietary equity strategies and offers both discretionary and non-discretionary programs.

Nicholas Christie is a CFP® with 26 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network and Investmark Financial Services, Inc., among others. 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 offers both discretionary and non-discretionary asset management and retirement plan consulting, implementing portfolios through a combination of model strategies and advisor-directed allocations using various custodial platforms.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Dante Pasqualoni is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. He previously worked at Veralto Corporation and LinkSquares. Innovative Asset Advisors Group serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth management, portfolio management, financial consulting, and access to alternative investments using a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Robert Iannazzo is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at firms including Merrill and Morgan Stanley, with his current tenure at Investmark Advisory Group beginning in 2019. 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 employs a combination of model strategies and advisor-directed allocations across various investment vehicles and offers discretionary and non-discretionary asset management, including third-party sub-advisory relationships.

Edward Tomasko Jr. is a CFP® with 21 years of industry experience. He is currently with Innovative Asset Advisors Group and has previously worked at Financial Strategies Investment Advisor Services, Inc., and Mutual Service Corporation. Outside of financial advising, he prepares taxes on a seasonal basis and serves as an independent insurance agent. Innovative Asset Advisors Group is a multi-advisor team serving individuals, foundations, retirement plans, and other entities. The firm employs a tailored investment approach informed by multiple analytical methods and utilizes independent managers and sub-advisors to support wealth management and financial consulting services.

Michael Kusick is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Investmark Advisory Group LLC, where he has worked since 2017, and previously held positions at Iag, LLC and Commonwealth Financial Network. Kusick is a co-owner and managing principal of Investmark Advisory Group LLC. 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 multiple custodial platforms and offers both discretionary and non-discretionary asset management.

Christian Giadolor is a financial advisor with Chicory Wealth, holding a Series 65 credential and currently beginning his career in the industry. His background includes roles at Adasina Social Capital, Realist Lab, and Bridgewater Associates, among others. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and supports other advisers with model portfolio services and operational assistance.

Christopher Tormey is a financial advisor at Bull Harbor Capital LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MONECO Advisors, MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, and Strategies For Wealth/Park Avenue Securities. Outside of his advisory role, he is involved with Monetary Metals, a gold and silver depository where he manages personal bullion holdings and participates in lending programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Bennett Sacks is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked with several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients using discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on client objectives, risk tolerance, and time horizon, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Amanda Diguiseppe is a Series 66-credentialed advisor with five years of industry experience. She is currently with Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly Wealth Management, Baker Tilly Capital, Merrill, and the Family and Children's Agency. Third View Private Wealth provides personalized investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, 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 approximately $1.155 billion in discretionary assets.

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, J. Davenport Advisors, and Liberty Partners Financial Services. Outside of advisory work, she is a commissioned insurance agent and a notary public in Connecticut. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering discretionary and non-discretionary managed accounts. The firm’s investment approach is based on client objectives, time horizon, and risk tolerance, utilizing asset allocation, dollar-cost averaging, and both long- and short-term strategies to preserve purchasing power over time.

Carol Truluck is a CFP® and Series 63-licensed advisor with 50 years of industry experience. She has worked at several firms, including Royal Alliance (2012–2023), Cambridge Investment Research Advisors (2009–2012), and Financial Strategies Investment Advisor Services, Inc. (2002–2009 and 2023–2025). She is also active as an insurance agent, selling fixed insurance products. She is part of Innovative Asset Advisors Group, a multi-advisor team that provides wealth management, portfolio management, and financial consulting to individuals, institutions, and charitable organizations. The firm uses a tailored, multifaceted investment approach informed by fundamental, technical, cyclical, and macroeconomic analysis, and employs third-party independent managers and sub-advisors.

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 licenses and has previously worked at firms including Northern Trust and Charles Schwab. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets using a process that emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.