Jennifer Killilea is a financial advisor at Johnson Brunetti with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Radius Financial Group, Armstrong Advisory Group, and Outsourced For Success. In addition to her advisory role, she is active as an insurance agent through an affiliated agency, selling life insurance and fixed annuities. Johnson Brunetti is a multi-adviser firm providing 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 uses fundamental analysis to tailor portfolios according to clients’ financial situations and risk tolerances.

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.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory work, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, where she is chair of the board. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, working with both individual and institutional clients including state and municipal government entities.

Michael Herlihy is a financial advisor at RMC Investment Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at RMC since 2005. Outside of his advisory role, he is involved with Kingston Real Estate Partners, LLC and Downstream Properties LLC, both real estate-related ventures. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, including trustee and administrative services for legacy accounts.

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.

Howard Case is a financial advisor with Founders Capital Management, LLC in Hartford, CT, holding a Series 65 designation and 23 years of industry experience. He has worked at Founders Capital Management since 2004 and previously spent 50 years at Case, Corrado, Yazmer & Co., P.C. Outside of advising, he works as an independent contractor preparing tax returns for Quinn and Company, LLC. Founders Capital Management provides investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a bottom-up, fundamental analysis investment approach focused on intrinsic value, managing concentrated portfolios with complementary diversification strategies and offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Richard Pye is a financial advisor at Sky Investment Group LLC with five years of industry experience. He holds a Series 65 designation and has been with Sky Investment Group since 2020. Prior to his advisory role, he spent ten years in various educational pursuits. 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 fundamental analysis and selective equity and fixed-income strategies.

Patrick Herlihy is a financial advisor at RMC Investment Advisors in West Hartford, CT, with four years of industry experience. He holds a Series 65 designation and previously worked at Barclays and UBS. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, also offering trustee and administrative services for legacy accounts.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He has been with YHB Investment Advisors, Inc. since 1999. Sky Investment Group provides discretionary investment management 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, using fundamental analysis alongside selective equity and fixed-income strategies.

Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children's Agency, a nonprofit human service organization in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.

Ted Terrion is a CFP® and holds a Series 65 license, with eight years of industry experience. He has been with Founders Capital Management, LLC since 2017 and previously worked at Northrop Grumman. Founders Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and retirement-account advice. The firm manages approximately $920 million and employs a bottom-up investment approach focused on intrinsic value, constructing concentrated portfolios of equities and bonds while using mutual funds or ETFs for diversification.

Alana Pezzuti is a financial advisor at RMC Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes strategic asset allocation and focuses on core equity holdings with a long-term growth approach, additionally offering trustee arrangements and administrative support for legacy accounts.

Carter Dizes is a financial advisor at RMC Investment Advisors with a Series 65 credential and five years of industry experience. His background includes roles at Provident Healthcare Partners, Spinnaker Capital LLC, John Hancock, and Northeastern University. RMC Investment Advisors provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation using independently researched core equity holdings and documented fixed-income guidelines, avoiding tactical asset allocation or market timing.

William Fierston is a CFP® professional with five years of industry experience, currently serving at Fierston Financial Group Inc. Prior to joining the firm in 2021, he worked at Charles Schwab & Co., Inc. from 2018 to 2021 and has held roles outside the financial sector, including positions with Aspen Skiing Company and Wilderness Adventure. Fierston Financial Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing diversified allocations primarily through no-load mutual funds and ETFs, with portfolios managed on a discretionary basis.

Mark Everette is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding 25 years of industry experience. He has been with YHB Investment Advisors since 2000. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, offering services including pension consulting, trustee services, and targeted financial consulting.

Hilary Pohley is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and three years of industry experience. Prior to joining YHB Investment Advisors in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience outside the financial industry. YHB Investment Advisors provides discretionary portfolio management to a diverse client base including individuals, charitable institutions, corporations, and retirement plans. The firm utilizes a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.

Kimberly Wohler is a CFP® professional with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for two decades before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm is notable for its institutional reach, use of factor-oriented strategies, and integration of multiple technologies to support client solutions.

Tyler Ondatje is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Apella Wealth and has held prior roles at Clarity Wealth Management, Anchor Capital Management Group, Seaside Wealth Management, and JP Morgan Securities. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support portfolio customization and client reporting.