Logan French is a financial advisor at RMC Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining RMC, he worked at Thomas H. Lee Partners and KPMG LLP. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm focuses on individually constructed equity and fixed-income portfolios, strategic asset allocation, and offers ancillary services such as trustee arrangements and administrative support for legacy accounts.

Jennifer Killilea is a financial advisor with Johnson Brunetti, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. She has previously worked at Radius Financial Group and Armstrong Advisory Group. In addition to her advisory role, she sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to client needs and risk tolerance.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has previously worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory role, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, including chairing the latter. LRI Investments is a team-based firm with 25 professionals managing approximately $2.78 billion. The firm provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities, offering customized portfolios with a long-term focus and quarterly reviews.

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.

Lori Oblinger is a CFP® and ChFC® with 23 years of industry experience. She is an advisor at Empower Financial Advisory, LLC and has previously worked at Heritage Capital Advisors, Securities Service Network, and Securities America, Inc. Oblinger holds insurance producer licensure and engages in related insurance sales activities. Empower Financial Advisory is a team firm that serves individuals, including high-net-worth clients, trusts, estates, and small businesses, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation and manages over $635 million in discretionary assets.

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 with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and six years of industry experience. He has been with Sky Investment Group since 2020, following a decade of schooling. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations, focusing on long-term capital preservation through diversified equity and fixed-income portfolios primarily for high-net-worth households. The firm uses fundamental analysis to guide investment decisions and manages all accounts on a discretionary basis with quarterly reviews.

Nicholas Gerlach is a financial advisor at Empower Financial Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Jasmac Inc, Winfield Funeral Home, Northwestern Mutual, and Mercer. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

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, currently serving at SageBroadview Wealth Management, LLC. He has worked at SageBroadview since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. Annello is also involved in SageBroadview Tax, LLC, a firm that provides tax preparation services to businesses and individuals. SageBroadview Wealth Management offers comprehensive wealth management, financial and tax planning, and consulting services to individuals, including high-net-worth clients and early-career professionals through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside integrated tax and specialized planning services.

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He previously worked for YHB Investment Advisors, Inc. for 21 years. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified equity and fixed-income portfolios managed primarily on a discretionary basis.

Brian Vendig is a financial advisor at MJP Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 focused on social and emotional well-being. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement consulting, alongside an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, proprietary models, and third-party platforms.

Brian Sheehan is a CFP® with 10 years of industry experience, currently serving as an advisor at Rossmore Private Capital, LLC since 2017. Prior to Rossmore, he worked at Merrill from 2014 to 2017 and Bank of America, N.A. from 2007 to 2017. He serves as a director and board chair of Malta House of Care, a charitable organization providing primary care medical services to uninsured residents in the greater Hartford area. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm employs a customized asset allocation approach, often utilizing independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

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.

Michael Grossman is a CFP® with 35 years of experience in the financial services industry. He has been with AdviceOne Advisory Services, LLC since 2000 and previously worked at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory work, he is involved in entrepreneurial coaching through AdviceOne Empowerment Coaching LLC, where he provides business coaching to financial advisors. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm emphasizes a dual-portfolio approach using equity and fixed-income sleeves, relying on mutual funds, proprietary asset-allocation models, and manager due diligence.

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.

Ronald Williams Jr. is a CFP® professional with 37 years of industry experience, currently serving at Empower Financial Advisory, LLC. He has held positions at several firms, including Securities America Advisors, Inc. and SSN Advisory, Inc., before joining Empower in 2021. Williams also engages in insurance sales as a licensed producer. Empower Financial Advisory provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, while integrating ongoing financial planning through regular client contact.