Connective Wealth Partners, LLC

Joy joined The Financial Gym in 2017 as a Certified Financial Trainer. She worked with people at every stage of their financial lives. Some were just getting started, some were paying off debt, and others were growing their wealth or planning for big life changes. In each case she helped them make confident, informed choices that fit their own goals. After passing the Series 65 exam in 2024, Joy became an Investment Adviser Representative. She serves clients through Connective Wealth Partners, LLC (“CWP”), an SEC-registered investment adviser that operates The Financial Gym Advisors and Private Wealth Collective as d/b/a names. Joy holds a B.S. in Advertising and Marketing Communications from Johnson & Wales University. Before she started in personal finance, she spent five years at creative advertising agencies, including BBDO New York and Burns Group. She worked on campaigns for household brands such as Mars Chocolate (M&M’s and Dove), Yellow Tail wine, Post Foods and Ricola. Studying what drives people to buy shapes how she thinks about behavioral finance today. She helps clients understand the “why” behind their spending and saving habits, so they can make money decisions with more clarity and confidence. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Greystone Wealth Advisors, LLC. Ullman serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach relies on fundamental analysis with a generally long-term orientation, constructing portfolios from ETFs, equities, bonds, mutual funds, and alternative investments.

Jill Wagner is a financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at The Financial Gym, Inc., Mortgage Trust, and Value Added Mortgage. Outside of advisory work, Jill is a licensed realtor and mortgage broker and operates a life coaching business serving private clients. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, generally long-term investment approach and manages portfolios across multiple asset classes, combining experienced and younger advisors across nine offices.

Nicholas Mangino is a financial advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Florida Financial Advisors and Trinity Wealth Securities and has experience in fixed insurance sales in addition to his advisory roles. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach involves fundamental analysis with a long-term orientation, utilizing a range of securities including ETFs, equities, bonds, mutual funds, and alternative investments.

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Northeast Planning Associates, and Tifin. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, utilizing a range of securities and alternative investments, and operates through multiple offices with a team of ten advisors.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.