Margaret Aguirre is a financial advisor at Johnson Brunetti with eight years of industry experience. She holds Series 63 and Series 65 designations and has prior experience with Primerica Advisors and Hartford Public Schools. Aguirre also has a long-standing role with the Capitol Region Education Council. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets. The firm offers discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using fundamental analysis and tailored portfolio strategies.

Jared Madden is a financial advisor at YHB Investment Advisors Inc. He holds a Series 65 designation and has 17 years of industry experience, including roles at Prudential Financial and Empower. He has been with YHB Investment Advisors since 2023. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Massimo Eichner is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and three years of industry experience. He has been with YHB since 2021, following four years at Trinity College. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, employing a team-based investment process focused on diversified allocations and thorough research. The firm also offers pension consulting, trustee services, and targeted financial consulting, operating a firm-sponsored donor-advised fund and managing held-away participant accounts.

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.

Rafael Quiros is a financial advisor at HFM Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has been with Hartford Financial Management Inc. since 1988. He is also the owner of Hartford Financial Management, Inc., a registered investment adviser. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate entities. The firm provides customized investment plans, ongoing portfolio management, and comprehensive financial planning, with specialized institutional capabilities for banks and foundations.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at 3D/L Capital Management, LLC and 3D Asset Management, Inc. since 2016. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients, including individuals, high-net-worth households, qualified retirement plans, and municipalities. The firm uses quantitative, factor-based, and systematic investment approaches alongside passive index funds and ETFs, offering discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services.

Ariel Hilario is a financial advisor at AdviceOne Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at AdviceOne since 2021, following a brief tenure at Northwestern Mutual. Outside of advising, he works as a pharmacy technician at Walgreens. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios emphasizing long-term growth and current income through equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence.

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 experience in financial advising. He has been with SageBroadview Wealth Management, LLC since 2007, currently working as part of a six-advisor team in Farmington, CT. He is also indirectly associated with SageBroadview Tax, LLC, which provides tax preparation services but is not investment-related. SageBroadview Wealth Management serves individuals, including high-net-worth clients, trusts, and estates with comprehensive wealth management and consulting services. The firm employs a long-term, diversification-focused investment approach utilizing Modern Portfolio Theory and mainly buy-and-hold strategies, combining financial and tax planning with discretionary portfolio management.

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 with YHB Investment Advisors Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with YHB since 2018 and previously worked at Northwestern Mutual Wealth Management Company and affiliated firms from 2014 to 2018. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, employing a diversified investment approach with a focus on quality equity selection and investment-grade bonds.

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.

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.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

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.

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.