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Josh A
Series 66
Wethersfield, CT
Johnson Brunetti
Josh Altman is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and TD Ameritrade. In addition to his advisory role, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets. The firm serves individuals, corporations, pension plans, and trusts, providing discretionary asset management, financial planning, and consulting with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.
Nicholas C
CFP®, Series 66
Wethersfield, CT
Johnson Brunetti
Nicholas Colantuono is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at JN Financial and JB Capital, LLC since 2018, and previously at Integrated Wealth Concepts LLC, LPL Financial, and VOYA Financial Advisors. Outside of advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. He is part of Johnson Brunetti, a multi-adviser firm managing approximately $2.78 billion in client assets. The firm provides discretionary asset management, financial planning, consulting, and referrals, serving individuals, corporations, pension plans, and trusts with portfolio advice based on fundamental analysis tailored to client risk tolerances.
Eric H
CFP®, Series 63, Series 65
Wethersfield, CT
Johnson Brunetti
Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.
Brett L
Series 66
Wethersfield, CT
Johnson Brunetti
Brett Larocque is a financial advisor at Johnson Brunetti with five years of industry experience. He holds the Series 66 designation and has worked at KeyBank, TD Canada Trust, and Royal Bank of Canada. Outside of his advisory role, he is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, financial planning, consulting, and referrals to third-party money managers, with investment strategies based on fundamental analysis tailored to client needs.
Matthew S
Series 65
Wethersfield, CT
Johnson Brunetti
Matthew Salem is a financial advisor at Johnson Brunetti with a Series 65 credential and three years of industry experience. He previously worked at Sentinel Asset Management LLC and Bankers Life, among other roles. Salem also sells life insurance and fixed annuities through an affiliated insurance company, JN Financial. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, written financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis and tailors investment strategies to clients' financial situations and risk tolerances.
Jakob H
Series 65
Wethersfield, CT
Johnson Brunetti
Jakob Hudanish is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 license and two years of industry experience. Prior to joining Johnson Brunetti and JB Capital LLC in 2024, he worked at Brown and Brown Insurance for one year. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti (JB Capital) is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach relies on fundamental analysis, implementing tailored long- and short-term portfolio strategies aligned with clients’ financial situations and risk tolerances.
Jeffrey S
Series 63, Series 65
Wethersfield, CT
Johnson Brunetti
Jeffrey Sobon is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include a long tenure at MML Investors Services, Inc. He is also a musician who has performed as a bassist since 1995. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies and manages approximately $2.78 billion in client assets.
Heather A
CFP®, Series 65
Wethersfield, CT
Johnson Brunetti
Heather Atkins is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She is currently with Johnson Brunetti and has prior experience at Libertas Wealth Management Group. Atkins is also licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.
Joel J
CFP®, Series 63, Series 65
Wethersfield, CT
Johnson Brunetti
Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.
David S
Series 66
Wethersfield, CT
Johnson Brunetti
David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.
Heath G
CFP®, Series 66
Wethersfield, CT
Johnson Brunetti
Heath Grossman is a CFP® professional with 24 years of industry experience, currently affiliated with Johnson Brunetti. He has worked with multiple firms including JN Financial LLC, Jb Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. Grossman is involved part-time in the sale of life and health insurance, long-term care, and fixed annuities through Johnson Brunetti Insurance Services. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach utilizes fundamental analysis and tailors portfolios to client risk tolerances, employing third-party support for portfolio models and back-office functions.
Nicholas M
Series 65
Wethersfield, CT
Johnson Brunetti
Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies aligned with clients’ financial situations and risk tolerances.
Matthew P
Series 66
Wethersfield, CT
Johnson Brunetti
Matthew Pastor is a financial advisor at Johnson Brunetti with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JB Capital. Pastor is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, written financial planning, consulting, and referrals to third-party money managers, using a portfolio approach based on fundamental analysis tailored to client needs.
Tanner D
Series 65
Wethersfield, CT
Johnson Brunetti
Tanner De Bowsky is a Series 65-licensed financial advisor with Johnson Brunetti, where he has worked since 2019. He has six years of industry experience and is based in Wethersfield, Connecticut. His prior work history includes nine years in a role outside the financial advisory field before joining Johnson Brunetti. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, consulting, and third-party manager referrals for individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis to tailor portfolio strategies to clients’ financial needs and risk tolerances.
Raymond R
Series 65, Series 66
Wethersfield, CT
Johnson Brunetti
Raymond Radikas is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 65 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Voya Financial Partners, LLC. He is an incorporator for the New Britain Boys & Girls Club, a nonprofit organization. Johnson Brunetti is a multi-advisor firm managing approximately $2.78 billion in client assets, providing discretionary asset management, written financial planning, and consulting services for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with portfolios tailored to clients’ financial situations and risk tolerances.
Douglas M
Series 63, Series 65
Wethersfield, CT
Johnson Brunetti
Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.
Joseph C
Series 63, Series 65
Wethersfield, CT
Johnson Brunetti
Joseph Conlan is a financial advisor at Johnson Brunetti with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at firms including Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of finance, he is a 40% partner and mentor at No Limit Logistics LLC, a transportation company, and a 50% partner and mentor at Student Academic Solutions LLC, an educational services company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies, supported by third-party resources and an Ambassador Program that encourages client referrals through charitable donations.
Jeffrey W
Series 65
Wethersfield, CT
Johnson Brunetti
Jeffrey Woodcock is a financial advisor at Johnson Brunetti with a Series 65 credential and two years of industry experience. He has worked at JB Capital LLC and Johnson Brunetti since 2022 and has additional work experience at Goodwin University and the University of Connecticut. Outside of advising, he has been involved with Two Pour Guys since 2017. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio management aligned with clients’ financial situations and risk tolerances.
Jennifer K
Series 63, Series 65, Series 66
Wethersfield, CT
Johnson Brunetti
Jennifer Killilea is a financial advisor with Johnson Brunetti, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. She has previously worked at Radius Financial Group and Armstrong Advisory Group. In addition to her advisory role, she sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to client needs and risk tolerance.
Ian F
Series 65
Wethersfield, CT
Johnson Brunetti
Ian Fergusson is a financial advisor at Johnson Brunetti with one year of industry experience. He holds a Series 65 designation and previously operated as a self-employed individual, including running George's Music Center where he taught informal music lessons. Outside of advisory work, Fergusson teaches sporadic music lessons. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis in its portfolio management and serves clients with tailored investment strategies.
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