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.

Laura Simon is a financial advisor with Capital Trust and Associates LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has led Capital Trust and Associates since 2013. Simon is also a licensed independent insurance agent in Connecticut, authorized to sell long-term care insurance. Capital Trust and Associates is an independent firm providing investment management, wealth management, and financial planning to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm combines fundamental and technical analysis to construct diversified portfolios, often utilizing SEI’s asset allocation models and third-party managers.

Donato Rosales is a financial advisor with Rosales Wealth Group LLC in Shelton, CT. He holds the Series 66 designation and has five years of industry experience, including prior roles at Prudential Financial Planning Services and LPL Enterprise. Outside of his advisory work, he is also a licensed insurance agent associated with the Connecticut Health Enrollment Center Co. Rosales Wealth Group LLC is a single-advisor independent firm serving individuals and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm uses a primarily long-term investment approach comprising low-cost mutual funds and ETFs, with the option to include individual securities or independent managers, while also maintaining an affiliated insurance agency.

Richard Hutchinson is a CFP® with 17 years of industry experience and has been operating Dick Hutchinson Registered Investment Advisor since 1992. He also founded Summit Investor Coach, LLC in 2010 and serves as a board member of the Mary Wade Nursing Home, a nonprofit organization in New Haven, CT. His firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm emphasizes written investment policy statements and non-discretionary portfolio management, often integrating investment management with financial planning engagements.

David Van Osdol is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to understand their unique financial goals and needs, developing tailored strategies to help pursue those objectives. His professional experience spans over two decades, including positions as a Financial Planning Specialist at Ameriprise from 2019 to 2021, Registered Representative at Cetera Advisors from 2018 to 2019, and Financial Advisor and Portfolio Manager at Smith Barney (Morgan Stanley) from 1998 to 2008. This extensive background provides him with a broad perspective on financial planning and portfolio management. David emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work. No additional information on education, credentials, personal interests, or community involvement was provided.

Peter Kihara is a financial advisor at Fortress Financial Management with a Series 65 designation and no prior industry experience. He has worked at Fortress Accounting since 2020 and at Security Acquisition Partners since 2007. He is also a 50% owner of an affiliated accounting practice. Fortress Financial Management provides discretionary investment management and project-based financial planning to individuals, small business owners, and small-business retirement plans. The firm uses a proprietary fundamental-analysis methodology and a tax-aware, long-term buy-and-hold approach, typically exercising full discretionary authority and conducting formal portfolio reviews quarterly.

Robert Worrell III is the principal of Worrell Advisory Services in Branford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. He founded Worrell Advisory Services in 2016 after a brief tenure at Sowell Financial Services. Outside of his advisory work, he serves on the finance council of St. Clare Church in East Haven, assisting with budgeting and financial matters. Worrell Advisory Services provides financial planning, retirement and education planning, estate and tax considerations, investment consultation, and business advisory services to individual clients, including high-net-worth households, and small businesses. The firm uses an active investment approach combining fundamental and technical analysis and offers discretionary management through third-party custody platforms with disclosed fee-sharing arrangements.

Brian Walsh is the sole advisor at B.P. Walsh and Co., LLC, an independent registered investment adviser based in Branford, CT. He holds Series 63 and Series 65 designations and has 23 years of industry experience, having founded the firm in 2002. B.P. Walsh and Company manages approximately $11.1 million in discretionary assets for a select client base including high-net-worth individuals and fiduciaries for pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm employs a value-oriented investment approach that integrates fundamental and technical analysis with in-house research, focusing on long-term appreciation or income through a variety of securities, with all account reviews and investment research conducted personally by Mr. Walsh.

John McCauley is the principal owner of McCauley Investment Advisors LLC and holds Series 63 and Series 65 licenses with 41 years of industry experience. His work history includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. He also owns a sole proprietorship engaged in term, long-term care, and health insurance sales. McCauley Investment Advisors LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs multiple methods of analysis and both long- and short-term strategies, serving client types uncommon among peers such as pension plans and insurance companies.

Lynn Verrilli is a financial advisor at Affinity Financial Solutions, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fairport Capital, Inc. and Affinity Financial Solutions since 2009. In addition to her advisory role, she operates a separate business, Advanced College Funding Solutions, LLC, which provides college preparation services including ACT/SAT prep, scholarship and grant assistance, college search, and career counseling. Affinity Financial Solutions offers advisory and financial counseling services to individuals, families, trusts, closely held businesses, 401(k) plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to select mutual funds, primarily within specific fund families, and generally manages allocations with discretionary authority.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, with 25 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and Wells Fargo in various capacities. Outside of financial advising, he manages a self-service laundry business in Thomaston, CT. Shehu Asset Management provides financial planning and discretionary portfolio management to individuals, small businesses, pension plans, trusts, estates, charitable organizations, and corporations. The firm uses proprietary modeling tools to tailor portfolios, which typically include equities, ETFs, and options, and offers pension consulting services alongside real-time account monitoring.

Sally Kennedy is a CFP® and Series 65 licensed advisor with 12 years of industry experience. She is the sole advisor at Real Financial Planning, LLC, an independent firm based in Guilford, CT. In addition to financial planning, she is involved in tax preparation. Real Financial Planning serves individual clients and small businesses, offering fee-only, as-needed financial planning focused on cash flow, tax planning, education funding, retirement and estate planning, and investment selection. The firm emphasizes asset allocation, diversification, and tax considerations, providing written analyses without managing client assets or charging percentage-of-assets fees.

Cesar Cortes is a financial advisor at SUMUS Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Financial Planning Services, LPL Enterprise, and Western International Securities. He also operates Cortes Benefits Consulting, LLC, an independent business consulting venture. SUMUS Financial LLC provides investment advisory and wealth management services to individuals, high net worth clients, and businesses. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers flexible fee arrangements including hourly and fixed fees for financial planning.

Keith Henkin is the sole advisor at SmartValue Investment Management LLC in Guilford, CT, with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has been with SmartValue since its founding in 2005. SmartValue Investment Management provides personalized investment supervisory and wealth management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm follows a bottom-up, value-oriented equity process combined with a top-down and bottom-up approach for fixed income, and emphasizes a no-commission, no-product-sales policy with clients retaining control over their assets.

Lazetta Braxton is a CFP® and the sole advisor at The Real Wealth Coterie with 17 years of industry experience. She previously worked with 2050 Wealth Partners, LLC, Financial Fountains, LLC, and currently leads her own consulting firm, Lazetta Rainey Braxton, LLC, where she provides speaking, writing, and consulting services focused on financial planning and diversity, equity, and inclusion initiatives. Lazetta is also the founder and CEO of Black Asset Group, a business membership and consulting firm serving financial planners. The Real Wealth Coterie is an independent registered investment adviser serving individuals, small business owners, and charitable organizations. The firm combines comprehensive financial planning with discretionary investment management, emphasizing long-term, passive asset allocation using diversified mutual funds and ETFs, and offers specialized services such as charitable-entity consulting and management of Schwab 529 education accounts.

Robert Sand is a financial advisor at Vision Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fortis Group Advisors, LPL Financial, and World Equity Group. In addition to his advisory work, Sand serves as an adjunct professor at Merrimack College and Johnson & Wales University. Vision Wealth Advisory provides investment management, retirement-plan services under ERISA Sections 3(21) and 3(38), and related consulting to institutions, employee-sponsored retirement plans, charitable organizations, trusts, and individuals. The firm employs a strategic asset allocation approach incorporating mutual funds, equities, fixed income, and third-party managers, with a focus on risk adjustment and tax efficiency.

Lili Vasileff is a CFP® professional with 16 years of industry experience, operating through Wealth Protection Management, an independent advisory firm based in Woodbridge, CT. She has been involved with Divorce and Money Matters since 1993, providing divorce financial planning services including financial analyses and expert testimony for litigation support. Wealth Protection Management serves individual clients and legal professionals by offering investment advisory and wealth protection services alongside a dedicated divorce financial planning practice. The firm employs a fee-only structure, emphasizes strategic asset allocation with a blend of passive and active investment strategies, and provides customized portfolio management tailored to each client’s objectives.

Frank Colarusso is a financial advisor at Cedar Lane Advisors, LLC in New Haven, CT, holding a Series 65 designation with seven years of industry experience. He has been associated with Cedar Lane Advisors since 1998. Cedar Lane Advisors provides wealth management, financial planning, and investment management services primarily to high-net-worth individuals and families. The firm offers individualized Wealth Plans and employs a non-discretionary approach to long-term strategic asset allocation using a combination of passive and active strategies.

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.

Stephen Lupkas is a CFP® professional with over 31 years of experience in the financial services industry. He has operated MyFinancialPro, LLC since 2005, providing advisory services from Shelton, CT. MyFinancialPro offers discretionary portfolio management and financial planning to individuals, families, and high-net-worth clients. The firm employs a long-term, strategic asset allocation approach enhanced by proprietary quantitative and algorithmic analysis, managing a focused client base with an institutional platform for research and operational support.