Jeffrey Stock is a financial advisor at Stock Financial and Retirement Solutions with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Realta Equities, Inc. and Caitlin John, LLC. Stock Financial and Retirement Solutions offers portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on retirement accounts. The firm uses a range of investment approaches including fundamental and quantitative analysis, and provides both discretionary account management and standalone financial planning services.

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 a CFP® with 46 years of industry experience, currently serving as president of Key Financial Concepts, Inc. He has worked at Key Financial Concepts since 1987 and previously spent nine years with SagePoint Financial. Jesanis also holds a Series 63 license and is an insurance agent involved in insurance sales and income tax preparation. Key Financial Concepts, Inc. provides financial planning and investment advisory services primarily to individual and high-net-worth clients, as well as certain pension, charitable, and corporate clients. The firm manages client assets on a non-discretionary basis using risk-tolerance questionnaires, asset allocation modeling, and portfolio optimization, with a focus on long-term mutual fund allocations and a combination of fundamental and technical analysis.

Sarah Maskill is a Certified Financial Planner® with 19 years of industry experience. She has been the principal advisor at Financial Answers, LLC since 2012 and previously worked at OSAIC Institutions, INC. for five years. Financial Answers, LLC is an independent firm providing fee-only financial planning, education, and non-discretionary investment advice primarily to individual clients. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy, combining passive and active strategies tailored to client needs and market conditions, with a particular focus on financial education and workshops.

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.

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.

Dylan Bond is a financial advisor at Bond Financial Group, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Financial Private Capital, LLC from 2014 to 2018. Outside of advisory services, he is involved in the sales and servicing of fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high-net-worth clients, utilizing third-party sub-advisers for portfolio implementation and offering educational seminars on investments and personal finance.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.

Tyler Olson is the principal of Olson Consulting LLC in Manchester, CT, holding Series 65 and Series 66 licenses with 17 years of industry experience. His prior roles include work at Primesolutions Securities, Inc. and involvement with Moody Tongue Brewing Company. He is also a co-owner of Physician Cents LLC, a financial education podcast for medical professionals. Olson Consulting LLC primarily serves physicians and other individual clients, offering financial planning, business-owner planning tailored to physician practice owners, and portfolio management. The firm follows a passive, diversified investment approach focused on index funds and ETFs, and provides clients with fee-only, fixed-fee services alongside discretionary management and regular account reviews.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu Financial Services and other firms since 2016. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm manages assets through a two-advisor team, employing strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals when required.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Purshe Kaplan Sterling and LPL Financial. Outside of advising, he operates an independent insurance agency offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses through a two-advisor team. The firm provides discretionary portfolio management and financial planning, employing investment strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals as needed.

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.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

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.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Todd Mitchell is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Ategenos Capital, Orion Portfolio Solutions, Brinker Capital Securities, Foreside Financial Services, Symmetry Partners, and Virtus Investment Partners. Outside of his advisory work, he serves as Vice President of the Somers Lacrosse Association, a nonprofit organization that awards scholarships and hosts an annual lacrosse tournament. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down and bottom-up investment analysis across multiple asset classes, managing over $8 billion in assets and acting as an outsourced sub-advisor to intermediaries.