Matthew Baum

Clifford Straub is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the sole advisor at Lifestyle Financial Strategies, LLC and has been with the firm as well as WRP Investments Inc since 2006. Straub serves as a trustee for the Middletown Rotary Club Scholarship Trust and has been a member of the Middlesex United Way Board of Directors since 2005, participating on its executive, finance, and investment committees. Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations. The firm employs a disciplined asset allocation approach emphasizing global diversification and risk management, primarily offering non-discretionary advisory relationships without accepting commissions or custody of client assets.

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.

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.

Douglas Packard is a financial advisor with Dennis Glynn, CPA in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Dennis Glynn & Co, CPAs since 2009, performing income tax preparation and general accounting work. Outside of his financial career, he officiates sports, primarily soccer, during the fall season. Dennis Glynn, CPA provides personalized financial planning and discretionary, fee-only portfolio management for individual investors and SIMPLE IRA plan participants. The firm also offers Simple-IRA plan administration and consulting services to small businesses, integrating tax and investment services through its affiliation with an accounting practice.

John Koons is the sole advisor at JK Private Wealth, LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 1997 to 2019 before founding his current firm in 2019. Outside of advisory work, he is a licensed insurance agent involved with fixed annuities and life insurance through multiple agencies. JK Private Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a diverse investment approach using fundamental, technical, and quantitative methods, offering tailored asset management and sub-advisory relationships with ongoing portfolio monitoring and rebalancing.

David Chieco is the principal of Chieco Capital Management, LLC, an independent advisory firm based in Glastonbury, CT. He holds the CFA® designation and has 16 years of industry experience, leading his firm since 2009. In addition to investment advisory services, he is a licensed CPA in New Jersey and provides federal and state income tax preparation for individuals and trusts, primarily performed outside normal trading hours. Chieco Capital Management is a fee-only registered investment adviser serving individuals, trusts, and estates with financial planning, asset management, hourly consulting, and stand-alone tax services. The firm employs a long-term strategic asset allocation approach using low-cost, passively managed index funds and ETFs, emphasizing a buy-hold-and-rebalance discipline, with investment policy statements reviewed at least annually.