Paul Morrone is a CFP® with 14 years of experience in the financial services industry. He currently works at Great Valley Advisor Group, LLC and has held prior roles at US Financial Advisors, LLC, LPL Financial, and Lincoln Financial Securities Corporation. Morrone also practices as a certified public accountant providing tax preparation and accounting services and is a notary public. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining proprietary strategies with third-party managers and platforms such as LPL, Fidelity, Schwab, and SEI.

Clifford Straub is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC and has been with the firm as well as WRP Investments Inc since 2006. Straub serves as a trustee for the Middletown Rotary Club Scholarship Trust and has been a member of the Middlesex United Way Board of Directors since 2005, participating on its executive, finance, and investment committees. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm employs a disciplined asset allocation approach emphasizing global diversification and risk management, primarily offering non-discretionary advisory relationships without accepting commissions or custody of client assets.

Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.

Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.

Douglas Packard is a financial advisor with Dennis Glynn, CPA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009. Outside of advisory work, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides fee-only portfolio management, financial planning, and SIMPLE-IRA plan administration to individual investors and employer-sponsored plan participants. The firm uses a strategic asset-allocation approach with customized portfolios and integrates investment services with the owner’s CPA practice to offer combined tax and accounting support.

John Koons is the sole advisor at JK Private Wealth, LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1997 to 2019 before founding his current firm in 2019. Outside of advisory work, he is a licensed insurance agent involved with fixed annuities and life insurance through multiple agencies. JK Private Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a diverse investment approach using fundamental, technical, and quantitative methods, offering tailored asset management and sub-advisory relationships with ongoing portfolio monitoring and rebalancing.

David Chieco is the principal of Chieco Capital Management, LLC, an independent firm based in Glastonbury, CT. He holds the CFA® designation and has 17 years of industry experience. Chieco has led his firm since 2009 and is also a licensed CPA in New Jersey, providing tax preparation services for individuals and trusts outside of regular trading hours. Chieco Capital Management, LLC is a fee-only registered investment adviser offering personalized financial planning, asset management, and standalone tax preparation and consulting to individuals, trusts, and estates. The firm employs a long-term, passively managed approach based on Modern Portfolio Theory, utilizing globally diversified index mutual funds and ETFs with a buy-hold-rebalance strategy.

Richard Shaw is the sole advisor at QVM Group LLC, an independent investment advisory firm based in South Glastonbury, CT. He holds 19 years of industry experience and has led QVM Group since 2001. Shaw also publishes investment-related articles on Seeking Alpha, earning readership royalties. QVM Group serves individual investors, generally aged 50 to 80, who focus on risk control, capital preservation, and income. The firm offers portfolio management and investment coaching, using a blend of fundamental, macro, and technical analysis with a preference for diversified, rules-based ETFs and limited direct holdings, while employing a flat monthly fee model rather than percentage-of-assets billing.

Matthew Hill is the principal advisor at Optimum Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PlanMember Securities Corporation for 13 years. In addition to his advisory role, he operates a Certified Public Accountant practice and is a licensed independent insurance agent. Optimum Financial LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary managed accounts and financial planning. The firm employs a variety of portfolio construction methods and typically recommends independent custodians for execution and reporting.

James Davis IV is a ChFC®-designated financial advisor with 39 years of industry experience. He has been the sole advisor at Capital Planning Consultants, LLC since 1986. In addition to his advisory role, Mr. Davis spends a small portion of his time on tax preparation services. Capital Planning Consultants, LLC is an independent, state-registered investment adviser managing approximately $37 million for individuals, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, operating primarily on a non-discretionary basis where clients retain final trading decisions.

Kevin Lucey is the sole advisor at Lucey Investment Management, LLC, an independent firm based in Glastonbury, CT. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2006. Lucey Investment Management is a fee-only registered investment adviser serving primarily individual investors, high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $58 million in assets, providing both discretionary and non-discretionary portfolio management with a focus on fundamental analysis enhanced by technical and cyclical methods, including the use of option-based derivatives.

Stephen Mulhall Jr. is the sole advisor and owner of SKM Wealth Management, LLC, an independent registered investment adviser based in Wethersfield, CT. He holds a Series 66 credential and has 19 years of industry experience, including roles at Charles Schwab and Citizens Private Wealth. Mulhall also maintains an insurance license and sells insurance products as a separate business activity. SKM Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs strategic and tactical asset allocation strategies and may engage third-party sub-advisors while maintaining direct client relationships.

Samuel Kaplowitz is a financial advisor at Soundview Private Wealth Advisors with 14 years of industry experience. He previously worked at Merrill for 11 years and Breachway Investments LLC for three years. His credentials include Series 63 and Series 65 licenses. Soundview Private Wealth Advisors is an independent investment adviser serving individuals and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $65.6 million in discretionary assets, employing investment strategies such as technical analysis, charting, and Modern Portfolio Theory tailored to client goals and risk tolerances.

Raymond Serra Jr. is a financial advisor with Narrow Path Guidance, LLC and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and previously worked at Royal Alliance Associates, Inc., Richard A. Norkun & Associates, LLC, and FSC Securities Corporation. In addition to his advisory work, he is a CPA and member of Serra & Associates LLC, an accounting practice, and serves as a pastor, elder, and secretary at Christ Community Church. Narrow Path Guidance provides financial planning and investment consultation to individuals, high-net-worth clients, businesses, foundations, and charitable organizations. The firm emphasizes a passive, diversified investment approach focused on low cost and tax efficiency, primarily recommending indexed mutual funds and ETFs, and delivers investment advice through consultation rather than discretionary management.

Kayse Kress is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at DocsFP, an independent financial planning firm. She has previously worked at Physician Tax Advisors LLC, Physician Wealth Services, LLC, More With Less Financial Planning, LLC, and Connecticut Wealth Management, LLC. In addition to her advisory work, she is an Adjunct Professor at Central Connecticut State University, a role she has held since 2018. DocsFP provides comprehensive financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes hourly financial planning engagements across various topics and offers investment management through a buy-and-hold passive indexing strategy without charging percentage-of-assets fees.

James Barchiesi is a financial advisor with Polymath Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is the chairman and founder of Worksite Ventures, Worksite Capital Partners, LP, a limited partnership, and is a member of Innovation Garden, LLC, which invests in early-stage companies. Additionally, he serves as the executive director of the U.S. Immigration & Customs Enforcement Foundation, overseeing its foundation endowment. Polymath Capital Advisors, LLC provides discretionary and non-discretionary investment advisory and sub-advisory services to individuals, high-net-worth clients, family offices, retirement plans, and institutional investors. The firm offers integrated financial planning and related services and employs a diversified investment approach combining U.S. equities, fixed income, ETFs, alternative assets, and algorithmic model portfolios.

Alex Madlener is a CFP® and Series 65 licensed financial advisor with 16 years of industry experience. He has been with Dick Hutchinson Registered Investment Advisor for 10 years and also maintains a role at Open Circle Advisors. Madlener holds an independent insurance agent license, which he uses as a secondary activity to his advisory work. Dick Hutchinson Registered Investment Advisor serves a small clientele of individual, high-net-worth, corporate, and charitable clients, offering financial planning, portfolio management, and project-based consulting. The firm manages client accounts primarily on a non-discretionary basis using customized investment policies that incorporate equities, bonds, mutual funds, and ETFs, and provides educational workshops at no cost to clients.

Brian Williams is a financial advisor at Northshire Consulting, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Triad Advisors, Inc. and Future Benefits, Inc. since 2018, he has been with Northshire Consulting. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, with a focus on portfolio management and retirement plan consulting. The firm combines active and passive mutual funds with diversification strategies and conservative cash instruments, and it holds discretionary authority under ERISA §3(38) for certain retirement plan model portfolios.

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

James Lagace is a financial advisor at Spurstone with a Series 66 designation and three years of industry experience. His prior roles include positions at RightCapital, Inc., Cetera Advisor Networks, and Royal Alliance Associates, Inc. Spurstone provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as related entities such as trusts, corporations, and retirement plans. The firm specializes in business-owner advisory services, including concentrated stock management, executive compensation strategies, and business exit planning.