Christopher Winkel is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Connecticut Wealth Management, LLC since 2021. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and utilizes a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Megan Trask is a CFP® and Series 65 registered financial advisor with 11 years of industry experience. She has worked primarily at Connecticut Wealth Management, LLC, with prior experience at Reynders, McVeigh Capital Management LLC. Megan serves on the Investment Committee for Village for Families and Children, a nonprofit organization. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a range of investment vehicles and offering fiduciary support and recruiting services.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, she held various roles at the University of Connecticut and worked at multiple service-oriented positions including Big Dipper Ice Cream Parlour. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm typically uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Alex Cal is a CFP® with six years of industry experience and is currently an advisor at Foundations Investment Advisors LLC. Prior to joining Foundations in 2023, he worked at Cetera and Travelers Insurance. Outside of his advisory role, he provides tax preparation and consulting services through his own firm and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing to manage client assets.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Daryl Lepage is a CFP® with 33 years of experience in the financial services industry, currently serving as an advisor at Merit Financial Advisors. His prior experience includes 15 years at Brook Wealth Management and over two decades at LPL Financial LLC. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm applies a long-term, diversified asset allocation approach managed through centrally controlled model portfolios, offering both discretionary and non-discretionary account services.

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.

Danielle Tata is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fiduciary Trust International, Parametric Portfolio Associates, and Eaton Vance. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors by offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm uses a long-term, fundamental analysis approach with strategic asset allocation, employing a variety of investment vehicles including no-load mutual funds, ETFs, and alternative investments.

Richard Persechino is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been affiliated primarily with Connecticut Wealth Management, LLC since 2020, including a prior one-year tenure at New England Capital Planners, Inc. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors by providing financial planning, investment management, retirement plan advisory, and trust support services. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a diverse range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Jeffrey Koeppen is a CFP® professional with 25 years of industry experience and holds the Series 63 and Series 65 licenses. He has been with ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Sean Gannon is a financial advisor with Connecticut Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb Insurance and Central Connecticut University, and he has managed Cornicello Financial LLC, providing budgeting and financial coaching services. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base, employing a long-term, fundamental analysis approach combined with strategic asset allocation.

Andrea Migliaccio is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Citizens Securities, Wells Fargo Advisors, and LPL Financial. He also served on the Colchester Board of Finance for five years. Santander Securities LLC serves a broad retail client base with investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports approximately 10,800 client relationships and offers investment management chiefly through the FMAX wrap-fee platform, utilizing third-party discretionary managers and affiliated banking relationships.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

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.

Benjamin Roy is a Series 65-licensed financial advisor at Connecticut Wealth Management, LLC, with one year of industry experience. His background includes roles at the University of Connecticut and work with the Town of Manchester Recreation Department. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Charles Olson is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Connecticut Wealth Management, LLC and has previously held roles at People’s United Advisors, Wilmington Trust, and other firms. Olson serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.