Innovative Asset Advisors Group

Kimberly Giannone is a Series 65-licensed financial advisor with seven years of industry experience. She has held positions at several firms, including Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Kimberly is currently with Innovative Asset Advisors Group, a team-based firm. Innovative Asset Advisors Group provides tailored wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, and trusts. The firm employs a diversified investment approach combining Modern Portfolio Theory with fundamental, technical, cyclical, and macroeconomic analysis.

Amanda Zapatka is a financial advisor with Innovative Asset Advisors Group in Shelton, CT, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked at St. Mary School and spent eleven years as a stay-at-home mom. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm employs a blend of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Kaitlyn Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in healthcare and property management sectors. Innovative Asset Advisors Group serves individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates with wealth management and financial consulting services. The firm’s investment approach combines Modern Portfolio Theory with fundamental, technical, cyclical, and macroeconomic analysis, offering tailored portfolio management alongside stand-alone financial consulting engagements.

Anthony Minopoli is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Knights of Columbus Asset Advisors, Vigilant Distributors, Foreside Fund Services, and Knights of Columbus. Outside of his advisory role, he serves on the finance committee of the Basilica of the Immaculate Conception in Washington DC, is a board member of Luxy Corporation, and participates on the boards of St. Catherines Center for Special Needs and Race Brook Country Club. Innovative Asset Advisors Group serves individuals, high net worth clients, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates with wealth management and financial consulting services. The firm applies Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, offering tailored investment management and separate financial consulting engagements.

Dante Pasqualoni is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Aquatic Informatics, LinkSquares, Hometap, and Equitable Advisors. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations, employing a diversified investment approach that includes Modern Portfolio Theory and a range of analytical strategies.

Edward Tomasko is a CFP® with 20 years of industry experience, currently serving at Innovative Asset Advisors Group. He has been with Financial Strategies Investment Advisor Services, Inc. since 2015. Outside of advisory work, he prepares taxes seasonally and serves as a non-majority partner and CFO for an architectural design firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, and various other entities. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and a blend of fundamental, technical, cyclical, and macroeconomic analysis.

Carol Truluck is a CFP® with 50 years of industry experience, currently serving at Innovative Asset Advisors Group. She previously worked at Financial Strategies Investment Advisor Services, Inc. and Royal Alliance. Outside of advisory work, she is involved in fixed insurance sales through Merit Insurance Agency. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, offering both portfolio management and stand-alone financial consulting engagements.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Daniel Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation. He has been with the firm since 2026 and brings experience from over two decades working in his family’s retail and e-commerce business, The Shoe Mart, where he has held various roles including COO and is currently a co-owner. Outside of financial advising, he remains actively involved in managing operations and financial decisions for the family business. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, and various institutions. The firm uses a combination of Modern Portfolio Theory and multiple analytical approaches to portfolio construction, offering tailored investment management alongside separate financial consulting engagements.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Seacrest Wealth Management, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to his advisory role, he acts as an independent insurance agent on a limited basis. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, offering both portfolio management and stand-alone financial consulting engagements.

Charles Winston is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Circle Advisers Inc. for 11 years before joining his current firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm applies Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Strategies Investment Advisor Services since 2013. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis.