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.

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.

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

Money is frequently a top stressor, especially for those who are trying to build wealth or LGBTQ+. Pink Planning’s mission is to make financial planning feel relevant, judgement free, and easy to understand. This means no jargon, no asset minimums, no product pushing. Your financial plan is customize to you with your goals at the center. Pink Planning is a fee-only firm providing financial advice and investment management to individuals and families, while upholding the fiduciary standard. Simply put, we act in your best interest at all times.

Peter Jesanis is the president of Key Financial Concepts, Inc., an independent advisory firm based in Vernon, CT. He holds the CFP® designation and a Series 63 license, with 45 years of industry experience. His career includes roles at SAGEPOINT FINANCIAL and OSAIC, in addition to founding and leading Key Financial Concepts since 1987. Jesanis is also involved in income tax preparation and insurance sales. Key Financial Concepts provides financial planning and investment advisory services to individual, pension, charitable, and corporate clients. The firm delivers non-discretionary portfolio management using risk tolerance assessments, asset allocation models, and a combination of fundamental and technical analysis, with services integrated through the Osaic OneHub platform and supplemented by insurance and tax preparation offerings.

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.

Deborah King is a financial advisor at Asset Management Associates with 24 years of industry experience. She holds the Series 65 designation and has been affiliated with Springfield Technical Community College since 2001. Asset Management Associates provides portfolio management and financial advisory services to individual investors and smaller institutional clients, including charitable organizations, foundations, and endowments. The firm emphasizes asset allocation through a combination of fundamental and technical analysis, utilizing highly liquid investment vehicles and maintaining a generally long-term, buy-and-hold approach with tactical adjustments as needed.

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.

William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

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.

Mark Butler is the president and owner of Butler & Co., Inc., an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His career includes roles at Southeast Investments, N.C. Inc., Northeast Securities, and founding ACT International, Inc., a religious social services nonprofit. He is also the founder of Gulfstar Corporation, an oil and gas private investment vehicle. Butler & Co., Inc. provides investment advisory and consulting services to individuals, employee benefit plans, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, advisory consulting, third-party adviser selection, and pension consulting, with a client-driven process that emphasizes suitability and regular account monitoring.

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Robert Ignagni is a financial advisor with Strategic Financial, LLC and holds the Series 63 and Series 65 designations. He has 25 years of industry experience and is co-owner of Walston & Ignagni, P.C., a Certified Public Accounting firm providing tax and accounting services. His prior work includes long-term roles at Absolute Concepts & Solutions, LLC, FFP Advisory Services, Inc., FFP Securities, Inc., and Walston & Ignagni, P.C. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis supported by a proprietary market assessment model to guide tactical portfolio adjustments, managing assets primarily on a discretionary basis with quarterly reviews.

Tyler Olson is the sole advisor at Olson Consulting LLC in Manchester, CT, holding Series 66 and Series 65 licenses with 17 years of industry experience. He has operated his own consulting firm since 2019 and previously worked in bookkeeping and the brewing industry. Olson is also a co-owner and co-host of a financial education podcast, Physician Cents LLC. Olson Consulting primarily serves physicians and individual clients, providing financial planning, discretionary asset management, and specialized business-owner services for physician practices. The firm uses a passive, diversified investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and appropriate asset allocation.

Matthew Walston is a financial advisor at Strategic Financial, LLC with 24 years of industry experience. He holds the PFS™ designation and securities licenses Series 63 and Series 65. Walston is also a certified public accountant and has been a 50% owner of the accounting firm Walston & Ignagni, P.C. since 1985, providing tax and accounting services. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a proprietary market assessment model to adjust market exposure and managing most client assets on a discretionary basis.

Michael Puckly is a ChFC® with 34 years of industry experience. He has been with Wellspring Financial, LLC since 2017 and previously worked at Lifeline Financial, LLC from 2008 to 2017. Outside of his advisory role, he serves on the Executive Committee of Riverfront Recapture. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach grounded in modern portfolio theory, focusing on long-term purchases, diversification, and periodic rebalancing.

David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at 3D/L Capital Management, LLC and 3D Asset Management, Inc. since 2016. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients, including individuals, high-net-worth households, qualified retirement plans, and municipalities. The firm uses quantitative, factor-based, and systematic investment approaches alongside passive index funds and ETFs, offering discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Carole Lynn Saros is a CFP® professional with 30 years of industry experience, currently serving as an Investment Advisory Representative at NWF Advisory Services Inc. Her prior roles include positions at NEXT Financial Group and The Ameriflex Group. She is also the owner of CS Financial Services, LLC, where she provides tax preparation and accounting services alongside financial planning and fixed insurance product sales. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets and serving primarily individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.