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 at Sky Investment Group LLC with five years of industry experience. He holds a Series 65 designation and has been with Sky Investment Group since 2020. Prior to his advisory role, he spent ten years in various educational pursuits. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies.

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. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He has been with YHB Investment Advisors, Inc. since 1999. Sky Investment Group provides discretionary investment management to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, using fundamental analysis alongside selective equity and fixed-income strategies.

Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He 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 in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.

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® 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.

Anita Roberts is a financial advisor with AdviceOne Advisory Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with AdviceOne since 2007. Outside of her advisory work, Roberts is an independent consultant for Mary Kay, selling skin care and cosmetics, and serves as a coaching liaison for AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios combining equity and fixed-income strategies using mutual funds and proprietary asset-allocation models, with a focus on long-term returns and risk management.

Mark Everette is a financial advisor at YHB Investment Advisors Inc with 25 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2000. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Hilary Pohley is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT. She holds a Series 65 designation and has three years of industry experience. Prior to joining YHB in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience in legal and homemaking roles. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focusing on diversified allocations, quantitative and qualitative equity research, and credit-conscious fixed-income management.