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.

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.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. In addition to his advisory role, he is an insurance agent providing life insurance and annuity products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies. The firm delivers personalized advice through a network of nearly 300 investment adviser representatives and utilizes a broad range of investment products and affiliated service providers.

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.