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.

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.

Robert Bleeck is the principal of Bleeck Financial Management, Inc. in Carmel, CA, with 25 years of industry experience. He holds the PFS™ designation and is also a Certified Public Accountant, maintaining an active accounting practice alongside his advisory work. Bleeck has been with his firm since 1982. Bleeck Financial Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines CPA services with portfolio management, employing multiple analytical approaches and managing discretionary accounts primarily through Charles Schwab.

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.

Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.

Andrew Madlener is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He has worked at Open Circle Advisors, LLC since 2012. Open Circle Wealth Partners manages approximately $31.4 million in discretionary assets for individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, asset-class investment strategy based on Modern Portfolio Theory, utilizing passive mutual funds, ETFs, laddered fixed-income portfolios, and occasional less liquid vehicles.

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.

Neil Harris is a CFP® and ChFC® credentialed advisor with five years of experience in financial planning. He is currently with One Mile Financial Planning, LLC and has prior experience at Northwestern Mutual and Barnum Financial Group. He is also involved with One Mile Education, LLC. One Mile Financial Planning provides comprehensive financial planning services primarily to individual clients, including those with higher net worth. The firm offers written plans, ongoing review, and investment recommendations focused on passive, low-cost funds without managing client assets or charging performance-based fees.

Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.

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.

Alex Madlener is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. He is the principal of Open Circle Wealth Partners and has previously worked at Dick Hutchinson Registered Investment Advisor. In addition to his advisory work, he is licensed as an independent insurance agent, although he dedicates minimal time to this ancillary activity. Open Circle Advisors provides wealth management, investment management, financial consulting, and retirement plan services to individuals, trusts, and business entities. The firm employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, emphasizing passive mutual funds and ETFs, with advanced planning supported by Monte Carlo analysis and specialized fixed-income management.

Brooke Weise is a financial advisor at Weise Financial Wellness with five years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work includes roles at Grady & Riley, LLP, Ellevest, LPL Financial LLC, and Avantax Advisory Services. Outside of financial advising, she previously operated small businesses in holiday decor and tree services. Weise Financial Wellness is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning. The firm focuses on a holistic, goals-driven process and provides ongoing and project-based planning without managing or holding client assets.

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.

Benjamin Sams is a financial advisor at Haviland & Sams, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Haviland & Sams since 2010. Sams is also the managing member of Sams Family Investment, LLC, a family investment vehicle. Haviland & Sams serves corporations, individuals, families, business owners, and professionals by providing financial modeling, wealth management, independent investment manager search, and consulting services. The firm acts as a strategist and advisor, focusing on investment policy development and manager identification, without directly managing client assets or accepting discretionary trading authority.

Dawn Landino is a financial advisor at Bright Advisors with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities Inc. Dawn is also the owner and manager of Compass Financial Architects, where she provides life, health, and disability insurance to clients. Bright Advisors, founded in 2024, offers investment management, financial planning, and consulting services to ultra-high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a multi-dimensional, client-centered process with portfolios implemented through various managed account structures and emphasizes the selection and oversight of third-party advisers as part of its investment approach.

Richard Leukart is a financial advisor with Charter Oak Asset Management, Inc. in Cheshire, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Charter Oak since 2007. Outside of his advisory role, Leukart is co-owner of Seventy West, LLC, an LLC established to manage rental property. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profits by providing discretionary investment management through proprietary Managed Account Programs, consulting, and fixed-income purchase advisory services. The firm emphasizes strategic asset allocation and active management informed by chart analysis and economic indicators, and it provides clients with regular performance reporting and access to insurance products.

Ryan Morrissey is a CFP® professional with 25 years of industry experience, currently serving at Morrissey Wealth Management LLC. His prior roles include positions at LPL Financial, Northstar Wealth Partners, Purshe Kaplan Sterling Investments, and his own firm, Retire with Ryan LLC, which focuses on educational content through podcasts, videos, classes, and speaking engagements. He holds the Series 66 designation and is based in North Haven, CT. Morrissey Wealth Management provides discretionary investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a long-term investment orientation and places a significant emphasis on educational programming and content for clients and plan sponsors.

Morris Armstrong is an advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has been with Crionna Wealth since 2026 and has 25 years of experience as the owner of Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm manages approximately $65.6 million in discretionary assets and utilizes a discretionary investment approach that often incorporates third-party sub-advisors and fundamental analysis to construct customized portfolios.

Robert Malik is a financial advisor at Charter Oak Asset Management, Inc. with 38 years of industry experience. He has been with Charter Oak since 1997. Charter Oak Asset Management serves individuals, retirement programs, trusts, corporations, and non-profit organizations by offering discretionary investment management through proprietary Managed Account Programs (MAPs), consulting, and a purchase-advisory service for individual fixed-income securities. The firm emphasizes strategic asset allocation and active management informed by chart analysis, economic fundamentals, and technical indicators, with regular performance reporting that includes benchmark comparisons and beta disclosures.