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.

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 Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Investmark Advisory Group LLC since 2017 and has been affiliated with Commonwealth Financial Network since 2005. Bowman spends a significant portion of his time providing asset management and financial planning services to clients. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

David Boczar is a CFP® and CFA® with 22 years of industry experience. He has worked at Bay Colony Advisors since 2022 and previously spent 11 years at Emerald Wealth Advisors. Outside of his advisory role, he serves on the Easton Exchange Club board and acts as treasurer, volunteers as treasurer for the Easton CT Boy Scouts, and is a board member of the Easton CT Senior Center. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm employs a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its multi-team structure.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Stratos Wealth Advisors, LLC and Morgan Stanley in various capacities over a 12-year period. August Wealth Advisors provides discretionary wealth management and financial planning services to affluent clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using ETFs and individual equities, managing portfolios on a discretionary basis tailored to clients’ goals, time horizon, and risk tolerance.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. 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 about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Cesar Manent is a CFP® with 19 years of industry experience, currently serving at 5th Street Advisors, LLC since 2006. He also has long-standing roles at New American Mortgage, LLC and New American Partners, LLC. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs.

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.

Steven Massey is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors, Inc. and his own Massey Financial Services. Massey is a member of the West Rock Ridge Advisory Council, where he assists with property review for state acquisitions in Connecticut. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, emphasizing long-term strategies with diversified investments and tactical reallocations.

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. with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategy Asset Managers since 2020. Prior to that, he has been associated with Ardara Capital, L.P. since 2016. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a fundamental research-driven approach across multiple equity strategies and utilizes a combination of individual equities, ETFs, mutual funds, fixed income, and alternatives.

Ted Ferik is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brady Martz Wealth Solutions, LLC. His prior roles include positions at several Cetera-affiliated firms and Avantax Advisory Services. Outside of financial advising, he is involved in media production as an executive producer for Think Out Loud, Inc. and manages a precious metals wholesale business. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification with a buy-and-hold approach, utilizing model and sub-advisory portfolios supported by research from 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® professional with 25 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network for over two decades and has been involved with various Investmark entities since 2000. His work primarily focuses on financial planning, consulting, and asset management. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm utilizes model-based and advisor-directed portfolios across multiple platforms and offers both discretionary and non-discretionary management options.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Outside of his advisory role, he is a member-manager of SZS Advisors LLC, an entity for business and tax purposes. August Wealth Advisors provides discretionary wealth management and financial planning services to affluent clients, using a long-term investment approach based on fundamental and technical analysis. The firm manages portfolios primarily with ETFs and individual equities, tailoring strategies to client goals and risk tolerance.

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 Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley and its affiliated entities from 2008 to 2018 before joining Investmark Advisory Group and Commonwealth Financial Network in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Edward Tomasko is a CFP® with 20 years of industry experience, currently serving at Innovative Asset Advisors Group. He has been with Financial Strategies Investment Advisor Services, Inc. since 2015. Outside of advisory work, he prepares taxes seasonally and serves as a non-majority partner and CFO for an architectural design firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, and various other entities. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and a blend of fundamental, technical, cyclical, and macroeconomic analysis.