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 Butler is a financial advisor at Symmetry Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for 15 years at VP Distributors Inc and Virtus Investment Partners. Symmetry Partners provides investment management services to individual and institutional clients, including high-net-worth households and retirement plans. The firm employs a quantitative, research-driven investment approach using Modern Portfolio Theory and factor-based methods across ETFs, mutual funds, and separately managed accounts.

Kimberly Wohler is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked for 20 years at Financial Connections Group, Inc. Kimberly is based in West Hartford, CT. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to deliver customized portfolio solutions.

Tyler Ondatje is a CFP® professional with 11 years of industry experience. He is currently an advisor at Apella Wealth, where he has worked since 2023. His prior roles include positions 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. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies, fixed-income allocations, and tax management, supported by various technology platforms to deliver customized portfolio solutions.

Laura Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with ICMA Retirement Corporation since 2013 and is based in Glastonbury, CT. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

David Casarella is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Bank of America, and Webster Financial Corporation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients. The firm emphasizes fixed-income and income-oriented strategies, offering asset management, financial planning, ERISA plan services, and ETF sub-advisory with a focus on customized portfolio management and risk oversight.

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 a financial advisor with APELLA Wealth, holding Series 66 and Series 65 credentials and 13 years of industry experience. He previously worked at Raymond James Financial Services and operated Marrella Private Wealth, LLC. Outside of his advisory work, he is a partner in The Greenbriar Collective, a business originally started as a golf course-themed Instagram page that later expanded to merchandise sales. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and tax overlay management, supported by various technology integrations to customize and monitor client portfolios.

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 nine years of industry experience, currently serving as a financial advisor at APELLA Wealth since 2021. His prior experience includes roles at Vestory, LLC, Key Investment Services, and Key Bank. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach with a focus on factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization.

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 PFS™ credentialed financial advisor with four years of industry experience, currently with Apella Wealth in West Hartford, CT. She has worked at Apella Capital, LLC since 2022 and previously spent eleven years at NR Smith & Associates, P.S. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven, quantitative investment strategies alongside tax and retirement plan consulting. The firm combines separately managed accounts, an automated Betterment TAMP, and institutional services, supporting around 90 advisors and approximately $11 billion in regulatory assets under management.

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® professional with 13 years of industry experience, currently serving as a financial advisor at APELLA Wealth. Prior to joining APELLA Wealth in 2024, he spent 11 years at ClearLogic Financial, Inc. He holds the Series 65 designation and is based in West Hartford, CT. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by an integrated suite of third-party technologies and partnerships.

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.

Craig Taylor is a CFP®-designated financial advisor with five years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at Cardinal Financial and Caliber/New Rez. Outside of his advisory roles, he owns Pathway Wealth Strategies LLC, a financial planning business based in Simsbury, CT. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach with client-approved transactions.

Adrian Johnston is a financial advisor at Apella Wealth with four years at the firm and a total of seven years in the industry. He holds Series 65 and Series 66 licenses and has prior experience at Providence, Merrill, and Bank of America, N.A. Outside of advisory roles, he worked at Scorebook Live and attended Gonzaga University. 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 multiple third-party technologies to deliver customized portfolio solutions.