Joseph Schreck is a CFP® professional with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2017. He previously worked at Bard Financial Services and AIG. Outside of his advisory role, he holds leadership and board positions with several nonprofit organizations, including serving as treasurer for All Saints Catholic Academy and president of the Notre Dame High School Loyalty and Endowment Fund. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios with a range of investment strategies and supports affiliated businesses and proprietary funds alongside its advisory services.

Joseph Weiss is a CFA® charterholder and holds Series 66 and Series 63 licenses with two years of industry experience. He is currently affiliated with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Equitable Advisors, Eagle Strategies, and New York Life, among others. Outside of financial services, he has been involved with Instacart and operated his own corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers using fundamental and technical analysis.

Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Thrivent Financial, UBS Financial Services, and the Town of Simsbury. She also acts as a licensed assistant at Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering an enterprise-scale sub-advisory platform that includes trade execution, rebalancing, and overlay management.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles at Simplicity Wealth and affiliated firms since 2019, as well as prior positions at The Leaders Group Inc and Zenith Marketing Group. Outside of his advisory work, he serves as a volunteer deputy chief at Long Hill Fire Company No. 1 and is a board member of Honor Flight CT, which organizes trips for veterans. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside customizable overlays such as tax optimization. It combines advisory services with technology and operational solutions, operating a TAMP that provides independent model managers and private-label software for advisers.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Isaac Bartholomew is a financial advisor at Symmetry Partners with a Series 65 designation and one year of industry experience. He has worked at Symmetry Partners since 2024 and is also involved in 401(k) servicing and administration through 401k Belay. Prior to his advisory career, he held roles at The Church of Jesus Christ of Latter-day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base including charitable organizations, corporate plans, and individuals.

Angelo Pietri is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with infinex Investments, Inc. since 2015. Outside of his advisory role, he assists with a photography business co-founded by his spouse and conducts financial education seminars. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Hornor Townsend & KTNE Inc since 2016 and with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, including life, accident, health, disability, long-term care, and annuity products, and conducts comprehensive student loan portfolio reviews for recent college graduates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Jonathon Torres is a financial advisor at TD Private Client Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Bank of America, Merrill, and TD Bank. His current role is based in Glastonbury, CT. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms and custodians.

Nicholas Yacovone is a Series 66 licensed advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network in Glastonbury, CT. His career includes prior roles at Heritage Capital Advisors and USI Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm manages around $212.7 billion in assets and offers a range of managed-account programs, third-party asset management access, and back-office support services.

Adrian Andreotta is a CFP® professional with 14 years of industry experience currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at Infinex Investments, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is the owner and captain of a charter fishing boat, a venture he plans to begin in 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Richard Gribinas is a CFP® and ChFC® with 43 years of industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.