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.

Ronald Williams Jr. is a CFP® with 36 years of industry experience, currently serving at Empower Financial Advisory, LLC since 2021. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. He is also licensed as an insurance producer. Empower Financial Advisory, LLC 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 as of the end of 2025.

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.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC, holding Series 65 and Series 66 licenses. He began his advisory career in 2025 with Ameriprise before joining Connecticut Wealth Management in 2026. Prior to entering the financial industry, his work experience includes roles at Moravian University and local government positions in New Hartford and Northwestern Regional #7. 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 strategic asset allocation, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client goals and risk tolerance.

Samuel Marrella Jr. is an advisor at Apella Wealth with 13 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Raymond James Financial Services and Marrella Private Wealth, LLC. Outside of his advisory work, he co-founded The Greenbriar Collective, a business initially focused on golf course content and related merchandise. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm utilizes a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates various third-party technologies to support client solutions.

Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. 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 asset allocation approach and offers access to private equity investments for qualified clients.

Derek Jobe is a CFP® credentialed financial advisor at Apella Wealth with 10 years of industry experience. His prior roles include positions at Vestory, LLC and Key Investment Services. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing both discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach utilizing factor-oriented equity strategies and integrates multiple third-party technologies to support portfolio management and client service.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Gateway Wealth Partners provides 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 and Independent Managers when appropriate.

Laura Carlson is a financial advisor at Apella Wealth with the PFS™ designation and four years of industry experience. She has previously worked at NR Smith & Associates, P.S. for eleven years before joining Apella Capital, LLC in 2022. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client service.

Marisa Rothstein is a CFP® professional with ten years of industry experience. She has worked at Advisory Services Network since 2019 and previously spent three years with Baker Avenue Asset Management. In addition to her advisory role, she serves as Treasurer and investment committee member for the nonprofit Journey Home and holds board positions with the Financial Planning Association in both Connecticut and New York. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and utilizes a diverse mix of investment products and strategies.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. 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 low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Shawn Steel is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apella Wealth. He previously worked for 11 years at ClearLogic Financial, Inc., formerly known as Ticknor Atherton & Associates. 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 a broad product mix that includes separately managed accounts, an automated TAMP platform, and held-away portfolio advice, alongside institutional client service.

Galan Daukas is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Ocean View Capital LLC and People's Securities, Inc. Bradley, Foster & Sargent provides investment advisory and financial planning services to high-net-worth individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment strategy, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.