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 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.

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 Series 65-credentialed advisor at YHB Investment Advisors Inc with three years of industry experience. She worked at Pangaro Wealth Management from 2018 to 2021 and has been with YHB since 2021. Prior to her advisory career, she was engaged in homemaking for two years. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that emphasizes diversified allocations and both quantitative and qualitative research, offering services including pension consulting, trustee services, and held-away account management.

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.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

Kimberly Wohler is a CFP® professional with 21 years of industry experience, currently with Apella Wealth in West Hartford, CT. She spent 20 years at Financial Connections Group, Inc. before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and innovative technology integrations.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Tyler Ondatje is a CFP® with 11 years of industry experience, currently serving as an advisor at Apella Wealth. His prior experience includes 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, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory platform.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Adam Alonzo is a financial advisor at Apella Wealth with Series 65 and Series 66 credentials. He joined the firm in 2026 and has experience at previous firms including Equitable Advisors and roles in wine and spirits retail. Outside of advising, he has been involved with a recreation department and has entrepreneurial experience related to hospitality and retail. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to manage portfolios across various asset classes and client needs.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 and Series 66 designation. He has experience working at Ameriprise and held roles at Moravian University and various public sector organizations prior to joining the financial industry. 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 takes a long-term investment approach focused on fundamental analysis and strategic asset allocation, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Samuel Marrella Jr. is a financial advisor with Apella Wealth, holding Series 65 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Marrella Private Wealth, LLC. Outside of his advisory work, he is a partner in The Greenbriar Collective, a business that began as a golf-themed social media page and now sells branded merchandise. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a focus on factor-based equity strategies and fixed-income allocations, offering a range of portfolio solutions and integrating third-party technology and sub-advisers into its process.

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® professional with 10 years of industry experience, currently serving as a financial advisor at Apella Wealth since 2021. His prior roles include positions at Vestory, LLC, Key Investment Services, and Key Bank. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a focus on factor-based strategies and integrates proprietary and third-party technology to support portfolio management and client service.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and VOYA Financial Advisors. Clough is also involved in insurance sales related to fixed annuities and various life insurance products. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, wealth management, and retirement plan consulting. The firm manages client assets with a focus on low-cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, and independent managers, utilizing both fundamental and technical analysis.

Laura Carlson is a PFS™ credentialed advisor with Apella Wealth, based in West Hartford, CT. She has four years of industry experience, including her current role at Apella Capital since 2022 and over a decade previously at NR Smith & Associates. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a variety of managed account solutions and integrates advanced technology and third-party managers into its processes.

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.