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 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 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.

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 at Symmetry Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Vp Distributors Inc and Virtus Investment Partners for 15 years. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and registered investment companies. The firm employs a quantitative, research-driven investment approach that includes model portfolios, separately managed accounts, and a retirement program, with offerings spanning ETFs, mutual funds, and factor-based strategies.

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.

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.

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.

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 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.