Neil is an advice-only financial planner, educator, and the founder of One Mile Financial Planning, an independent firm registered in Connecticut. Known throughout the profession as an outside-the-box thinker, he holds four advanced designations: CFP®, ChFC®, RICP®, and CLTC, and has collaborated with hundreds of financial planners across the country to resolve complex planning puzzles. His philosophy was forged on the Appalachian Trail, where fellow hikers gave him the trail name "One Mile!" after he helped others summit daunting climbs by focusing solely on the single mile directly in front of them. Neil applies that exact mindset to personal finance, challenging the wealth management status quo by eliminating sales bias, replacing 30-year projections with dynamic short-term roadmaps, and providing radical client access. Beyond financial planning, Neil brings over 19 years of mentorship and coaching experience; having coached soccer in both Italy and the United States, and serves on the executive board of the Connecticut Yankee Council (Scouting America). An Eagle Scout and avid outdoor endurance enthusiast, he is actively pursuing all 11 National Scenic Trails (1.22 completed) and 50 U.S. State Highpoints (16 summited).

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.

Robert Swigert is a financial advisor at Goodstead with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tyr Partners LP since 2016 and Cityblock Health, Inc. from 2018 to 2019. Swigert also serves as a lecturer in Finance and Economics at Columbia Business School and SUNY Maritime College and is involved in operational oversight for El Menudo Cuenta. Goodstead provides investment management and financial planning to a range of clients including individuals, trusts, and nonprofit organizations. The firm employs a risk-budgeting framework that balances lower- and higher-risk strategies, uses a combination of quantitative models and fundamental analysis, and maintains a unique registration with the CFTC as a Commodity Trading Advisor supporting commodity and systematic trading within its investment approach.

Sam Shehu is the sole advisor at Shehu Asset Management, LLC in Southbury, CT, holding Series 65 and Series 63 designations with 25 years of industry experience. His work history includes multiple tenures at Shehu Asset Management, as well as roles at LPL Financial LLC, Wells Fargo Clearing, and Prudential Equity Group. 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, pensions, trusts, estates, charitable organizations, and corporations, along with pension consulting services. The firm uses proprietary modeling tools to tailor portfolios and manage risk, offering real-time account oversight and operating without accepting commissions or soft-dollar benefits.

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.

Samuel Kaplowitz is a financial advisor at Soundview Private Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 11 years followed by Breachway Investments LLC for three years. He is also involved with Swan Cottage LLC. Soundview Private Wealth Advisors provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, employing Modern Portfolio Theory along with technical analysis and charting.

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.

Brooke Weise is a CFP® professional operating Weise Financial Wellness, an independent advisory firm in Middlebury, CT, with five years of industry experience. Her prior roles include positions at Ellevest, LPL Financial LLC, and Avantax Advisory Services. Outside of financial advising, she has managed two LLCs related to holiday décor and tree services. Weise Financial Wellness is a fee-only firm that provides comprehensive financial planning services to individuals and high-net-worth clients without managing or custodying assets. The firm focuses on holistic, goals-driven planning and offers periodic reviews while coordinating with third-party professionals as needed.

Brian Williams is a financial advisor at Northshire Consulting, LLC in Southington, CT, with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors, Inc., Future Benefits, Inc., and Ameriprise. He has operated Northshire Consulting since 2018. Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans. The firm focuses on diversified portfolios combining active and passive mutual funds, with an emphasis on conservative cash instruments and acts as an ERISA §3(38) fiduciary for retirement plans, handling discretionary authority and coordination with plan participants and recordkeepers.

David Rioux is the sole advisor at Rioux & Company, LLC, an independent firm based in Burlington, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having led his firm since 1996. Rioux & Company LLC provides discretionary portfolio management to individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and charitable organizations. The firm constructs portfolios using a range of instruments and employs derivative strategies with client consent, applying modern portfolio theory alongside fundamental and technical analysis.

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.

David Gibbs is a financial advisor with Successful Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and National Planning Corporation, and he has operated Gibbs Financial Services, LLC since 2014. Successful Wealth Strategies serves individuals, business entities, trusts, estates, and retirement plans with services including money coaching, financial planning, investment management, and qualified plan consulting. The firm emphasizes a behavioral-first planning process and offers diversified portfolio management alongside educational seminars and coaching integrated into client planning.

Corrin Burke is a CFP® with 26 years of industry experience, currently serving at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke is treasurer of the nonprofit organization Love Has a Home. Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals, business entities, retirement plans, trusts, and nonprofits. The firm uses a behavioral investment approach combined with money coaching and business archetype coaching, offering portfolio management alongside educational meetings and employee participant services.

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.

Divina Marcktell is a financial advisor at Haviland & Sams, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Haviland & Sams since 2012. Haviland & Sams serves corporations, individuals including high-net-worth clients, families, business owners, professionals, and corporate executives. The firm focuses on developing investment policy statements, recommending asset allocations, and identifying independent managers, operating primarily through fixed or hourly engagements rather than discretionary asset management.

Jack Nicklis is a CPA and financial advisor with Rioux & Company, LLC, an independent firm based in Burlington, CT. He has 13 years of industry experience and has operated a sole proprietorship in public accounting since 2013. Rioux & Company provides discretionary portfolio management to individual and high-net-worth clients, as well as qualified retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of investment instruments and derivative strategies, applying modern portfolio theory alongside fundamental and technical analysis, with client accounts reviewed at least twice annually.