Jason Raiti is a CFA® charterholder with two years of industry experience and is currently affiliated with Connecticut Wealth Management, LLC. He previously worked at Edgehill Endowment Partners for five years and spent three years at Choate Rosemary Hall. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis and uses a variety of instruments, including mutual funds, ETFs, individual securities, and alternative investments, tailoring portfolios to client goals and risk tolerance.

Matthew Bonvicini is a CFP® and Series 65-registered advisor with Connecticut Wealth Management, LLC, where he has worked since 2021. He has four years of industry experience, including a prior role at Prism Autism Education and Consultation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Michael Femia is a financial advisor at APELLA Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. 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 with a mix of SMA strategies, an automated TAMP, and portfolio customization, supported by various third-party technologies and an institutional client focus.

Jennifer Coffey Smith is a CFP® with 12 years of experience in financial advising. She is currently with Apella Wealth and previously worked for Financial Connections Group, Inc. for 13 years. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized solutions.

Jenna Isleib is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to her current role, she worked at Mintz + Hoke and has experience in university admissions and the private sector. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Lawrence Kushner is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds a Series 66 designation and has worked at Next Financial Group Inc and OSAIC. Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, which provide financial planning, investment management, and insurance services, and he is also the author of a book titled *Nine Money Mistakes that Doctors Make*. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to specialized advisory services.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to her advisory role, she worked for Mercury Fuel Service, Inc. for 16 years. Outside of her advisory duties, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with Holy Cross High School and the Palace Theater in Waterbury, CT. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Mitchell Ewart is a financial advisor at APELLA Wealth with 18 years of industry experience. He previously worked at Vestory, LLC and The Prudential Insurance Company of America. He holds Series 63 and Series 65 designations. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to customize and manage portfolios across various strategies and client needs.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Eric Pitruzzello is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at American Senior Benefits, Northwestern Mutual, and multiple community and educational organizations. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles tailored to client needs.

Kevin Briganti is a CFP® with five years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He has been with the firm since 2020 and also works as an on-ice official in the American Hockey League and Hockey East Association. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity investments for qualified clients.

John Flanagan is a CFP® with 23 years of industry experience. He has been with CGN Advisors, LLC since 2021 and previously worked at Flanagan Financial Group and Mercer Advisors / Pinnacle Investment Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers and conducting regular portfolio reviews.

Shane Higgins is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Apella Wealth. His prior roles include positions at David Vaughan Investments, Schwab Wealth Advisory, Charles Schwab & Co., and TD Ameritrade. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies and portfolio customization, supported by advanced technology integrations and a broad product mix.

Rosa Cadena is a financial advisor at Connecticut Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, GYL Financial Synergies, Resnick Investment Advisors, and JPMorgan Securities. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, offering diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Malcolm Huckaby is a Series 66-licensed financial advisor with Capitol Securities Management, Inc., where he has worked since 2012. He has 22 years of industry experience. Outside of his advisory role, Huckaby serves as a college basketball color analyst for ESPN. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

Peter Crowe is a financial advisor at MissionSquare Retirement with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Life Insurance Corp, Cetera Advisor Networks, and Robert S. Hensley and Associates. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Miguel Carneiro is a CFP® professional with eight years of experience in financial advisory, currently with Connecticut Wealth Management, LLC. His prior experience includes multiple roles at Fidelity Investments from 2016 to 2022 before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and executives, offering financial planning, investment management, and retirement-plan advisory. The firm’s investment approach focuses on long-term strategies grounded in fundamental analysis, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

David Sutkaitis is a financial advisor with RedHawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of advising, he serves as a pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. RedHawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, supported by a weekly investment committee, and offers services such as multi-generational wealth management and captive insurance company account management.

Harvey Siegel is a financial advisor with Apella Wealth in West Hartford, CT, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes roles at Apella Capital, LLC, Symmetry Partners, LLC, ARC Investment Planning & Management, Inc., and WS Securities Incorporated. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization, supported by integrated third-party technologies and institutional client relationships.

Lynne Holcomb is a CFA® charterholder currently with Apollon Wealth Management, LLC. She has 15 years of prior experience at PGIM before joining Apollon in 2024. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, using a combination of centrally managed models and locally managed portfolios with investment strategies across multiple asset classes and specialized services for insurance clients and pooled funds.