David Rogers Jr. is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at LPL Financial, Citizens Securities, Inc., and Infinex Investments, Inc. Rogers also has a long history with Gateway Financial Partners and Naugatuck Savings Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and independent managers, and manages both discretionary and non-discretionary portfolios.

Louis Czerwinski is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with PKSA d/b/a Allegiant Wealth Management since 2019 and previously worked at VOYA Financial Advisors, LPL Financial, and Investacorp Advisory Services. Outside of his advisory role, he volunteers to prepare taxes for elderly and low-income individuals in the community. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Patrick Sullivan is a CFP® professional with four years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2021 and previously at Asset Strategies, Inc. from 2016 to 2021. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Matthew Scott is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Johnson Brunetti (Alera Group), Key Bank, and Assurance Investigations Group. Scott is also licensed as an insurance agent and engages in the sale of life insurance and fixed annuities through an affiliated insurance company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts through a combination of proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, options, and private investments.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

Brendan Fitzgerald is a CFP® and Series 65-registered advisor at Connecticut Wealth Management, LLC with 11 years of industry experience. He previously spent 10 years with New England Guild Wealth Advisors before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors, offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm typically employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Meredith Pickett is a CFP® with four years of industry experience, currently serving at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition for several years as an instructor and board member. Outside of financial advising, she participates in the nutrition and herbal medicine field through her ongoing role at The Institute of Sustainable Nutrition. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm follows a long-term, fundamental analysis approach and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at New England Guild Wealth Advisors, Inc. and spent six years at the University of Connecticut. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Labib Fasihuddin is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2017, including prior experience at Northwestern Mutual. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

Richard Rosen is a CFP® professional with 15 years of industry experience, currently with Connecticut Wealth Management, LLC since 2023. His prior roles include positions at Adviser Investments, LPL Financial, Amundi Pioneer Institutional Asset Management, Inc., and Edward Jones. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Michael Tedone is a financial advisor at Connecticut Wealth Management, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Connecticut Wealth Management, he worked at Marcum Wealth Management, LLC and Osaic FS, Inc. Tedone serves as a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity opportunities.

Zachary Bylykbashi is a CFP® and Series 66 licensed financial advisor with six years of industry experience. He is currently with Connecticut Wealth Management, LLC and has previously worked at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory role, he serves as an assistant wrestling coach at Wesleyan University. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential. Prior to joining Connecticut Wealth Management, she worked at X-Golf and was affiliated with the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.

Joseph Schreck is a CFP® professional with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2017. He previously worked at Bard Financial Services and AIG. Outside of his advisory role, he holds leadership and board positions with several nonprofit organizations, including serving as treasurer for All Saints Catholic Academy and president of the Notre Dame High School Loyalty and Endowment Fund. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios with a range of investment strategies and supports affiliated businesses and proprietary funds alongside its advisory services.