William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.

Matthew Maclean is a financial advisor at Rossmore Private Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. from 2008 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection based on client goals, often using independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.

John Principe is a CFP® professional with 16 years of industry experience. He has been with SageBroadview Wealth Management, LLC since 2007. In addition to his advisory role, he is indirectly involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SageBroadview Wealth Management serves individuals, including high-net-worth clients and early-career business leaders, offering wealth management, integrated financial and tax planning, and consulting. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and uses institutional managers alongside customized portfolio strategies.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously at American Portfolios Financial Services, Inc., and Merrill. Outside of his advisory role, he is also licensed as an insurance agent. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, retirement accounts, and various organizations. The firm provides portfolio management, financial planning, and pension consulting, managing accounts through client-specific investment policies and offering both discretionary and non-discretionary services.

Elisheva Defeo is a financial advisor at YHB Investment Advisors Inc with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Robert Roth from 2014 to 2018. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management.

Raymond Radikas is a financial advisor at Johnson Brunetti with 30 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and Independent Financial Group. He is an incorporator for the New Britain Boys & Girls Club. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets for individuals, corporations, pension plans, and trusts. The firm provides discretionary asset management, written financial planning, consulting, and referrals to third-party money managers using a fundamental analysis approach tailored to clients' financial situations and risk tolerances.

Julie Bruno is a financial advisor at Spurstone with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Elm Advisors, LLC, American Elm Distribution Partners LLC, People's United Advisors, Inc., and People's Securities, Inc. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, portfolio management, and business owner and exit-planning consulting, often implementing investment mandates through discretionary management using third-party models and SEI asset allocation portfolios.

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.

Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies and employs an investment approach focused on principal preservation and long-term total return.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Jaden Fowler is an advisor at Spurstone with a Series 65 credential and approximately one year of industry experience. His prior roles include positions at Northwestern Mutual, Gallagher, and Global Atlantic Financial Group, as well as early career experience at The College of Saint Rose and UConn Avery Point. Outside of financial advising, he has been involved in entrepreneurial ventures such as JF Pressure Washing LLC and SL Auto Detailing. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and business owner and exit-planning consulting, employing third-party managers and SEI asset allocation portfolios to implement investment mandates.

Joseph Conlan is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of financial advising, he is an investor and mentor in two businesses: a transportation company specializing in moving motorcycles and cars, and an educational services company providing virtual tutoring for high school students. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and bases its portfolio advice on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Kaleta is a financial advisor with LRI Investments who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes roles at VP Distributors LLC and Virtus Investment Partners, where he worked for 13 years each. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, focusing on customized asset allocation with a long-term orientation and offers both discretionary and non-discretionary services.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Matthew Scott is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 65 designation and previously worked at Key Bank and Assurance Investigations Group. In addition to his advisory role, he is licensed as an insurance agent and 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 and providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio approach based on fundamental analysis tailored to client needs.

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Matthew Sczurek is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Armstrong Advisory Group Inc., having joined in 2023, and previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of advising, he is a pianist who participates in concerts and serves as Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm with 14 advisors serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with portfolio oversight by an investment committee and operates a multi-office model managing approximately $1.67 billion in client assets.

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.