Edmund Michniewicz is the sole advisor at Longvue Capital Management in Granby, CT, where he has worked since 2003. He has 23 years of industry experience. Longvue Capital Management is an independent, fee-only investment adviser that provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm focuses on equity-oriented accounts using a mix of historical, macroeconomic, technical, and fundamental analysis to assess market risk and adjust portfolio allocations accordingly, employing defensive cash positions and bear-market ETFs while avoiding margin, short sales, and option-writing strategies.

Kelly Ennis is a CFP® and ChFC® with 10 years of industry experience. She is the sole advisor at Infinity Financial Strategies, LLC, where she has worked since 2017. Prior to that, she was affiliated with U.S. Financial Advisors, LLC and LPL Financial LLC from 2015 to 2017. Infinity Financial Strategies serves individual clients at various wealth levels as well as corporations and retirement-plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm employs a combination of fundamental, technical, cyclical, and charting analysis alongside passive index vehicles, and offers a range of services including educational seminars, retirement plan fiduciary roles, and estate planning assistance through third-party technology.

Leonard Del Gallo Jr. is a Certified Financial Planner® with 26 years of industry experience and the principal of Del Gallo Financial Services, LLC, an independent advisory firm he founded in 1999. He holds Series 63 and 65 licenses and is involved in real estate brokerage and financial education, including curriculum design for the College for Financial Planning. Del Gallo Financial Services provides portfolio management, financial planning, pension consulting, and trust referral services to individuals, plans, trusts, and institutions. The firm manages client portfolios on a non-discretionary basis with an emphasis on asset allocation across mutual funds, ETFs, and selected securities, while also sponsoring educational seminars and offering insurance products through an affiliated agency.

Patricia Kane is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. She founded Kane Financial Planning in 2016, where she serves as the sole advisor. Outside of her advisory role, she chairs an investment committee for a nonprofit organization. Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a long-term, globally diversified investment approach using tax-efficient, low-cost vehicles and offers educational seminars and workshops that are non-sales in nature.

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.

Danielle Barbato is a CFP® and Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.

Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.

Timothy Baker is a CFA® charterholder with 28 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, LLC and Symmetry Partners, LLC. Metric Financial serves individual and high-net-worth clients, as well as charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, and educational seminars. The firm emphasizes passive investment management through diversified portfolios of index mutual funds and ETFs, offering discretionary portfolio management and ongoing plan monitoring tailored to clients’ objectives and risk tolerance.

James Thibault is a CFP® professional with 22 years of industry experience, currently serving at Barron Financial Group, LLP since 2006. He previously worked at Purshe Kaplan Sterling Investments and Citigroup Global Markets. Outside of his advisory work, he holds leadership roles in several local organizations, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and a proprietary momentum-based allocation system.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity, LPL Financial, and Visionary Private Wealth Management Group. He hosts and writes the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index mutual funds and ETFs, tailoring investment plans to clients’ objectives, time horizon, tax considerations, and risk tolerance.

Kevin Regan is a CFP® with 11 years of industry experience, currently serving as an advisor at Crionna Wealth LLC since 2024. Prior to joining Crionna Wealth, he worked at Kestra Advisory and Kestra Investment Services, LLC for eight years and at MSI Financial Services, Inc. for one year. He is a board member of the Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a discretionary investment approach with fundamental analysis to construct customized portfolios, often engaging third-party sub-advisors and providing plan-level fiduciary services.

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.

Sandra Thibault is a financial advisor at Barron Financial Group, LLP with 15 years of industry experience. She holds a Series 65 designation and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2017. Barron Financial Group serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning, employing a variety of analytical methods and proprietary investment strategies.

Christopher Stevenson is a CFA® charterholder at Telos Partners LLC with three years of industry experience. He previously worked at Evolve Investing LLC and Forrest Financial Partners LLC and has been involved in start-up consulting through Mad Forrest LLC. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm uses a long-term, growth-oriented investment approach incorporating active and passive strategies and emphasizes bespoke family office services and coordination with affiliated tax and accounting professionals.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

Matthew Dreier Jr. is a financial advisor at Wellspring Financial, LLC with seven years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wellspring Financial in 2018, he worked at Aetna from 2012 to 2018. 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 based on modern portfolio theory, emphasizing diversification, long-term holdings, and periodic rebalancing.

Luke Arnone is an advisor with Barron Financial Group, LLP in Torrington, CT. He holds a Series 65 designation and has been with the firm since 2026 following his time as a full-time student. Barron Financial Group serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away account management, employing multiple investment strategies and a proprietary momentum-based allocation system.

Pablo Rossetti is a financial advisor at Rioux & Company, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rioux & Company since 2007. Outside of advisory work, he manages two multifamily buildings as a property manager. Rioux & Company provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating equities, fixed income, mutual funds, ETFs, and derivative strategies, with portfolio reviews at least biannually.

John Seagrave Jr. is a CFP® professional with nine years of experience currently with Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics from 2014 to 2017. He serves on multiple community boards, including the Burlington Chamber of Commerce as president, the Central Connecticut Chamber of Commerce as a board member, and the Northwest Community Bank Foundation Board of Directors. Barron Financial Group, LLP serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside retirement plan advisory and financial planning, employing various analytical methods and strategies, including an in-house active asset allocation momentum system.

David Rusch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He has been a principal at Tittmann & Rusch, LLC since 2001. Tittmann & Rusch, LLC provides comprehensive financial planning primarily to active and retired business executives, often working with clients through corporate perquisites. The firm emphasizes corporate benefit utilization and personal financial modeling, focusing on fixed-fee or hourly billing rather than asset management or discretionary portfolio services.