David Dixon Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Bradley Foster & Sargent Inc. He previously worked at Wilmington Trust for ten years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a majority of high-net-worth clients. The firm manages discretionary portfolios emphasizing individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price strategy, while also acting as adviser to a registered mutual fund and managing private investment funds.

Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management, LLC, and Kabel Business Services. Outside of advisory work, he is a limited partner in Bookpress Publishing, a book publishing business. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as separately managed accounts, held-away portfolio advice, and automated advisory services.

Hayden Mc Guinness is a financial advisor at Bradley Foster & Sargent Inc with a Series 65 designation and two years of industry experience. He joined the firm in 2024 after completing four years at Columbia University. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm manages both individual and pooled investment accounts, emphasizing long-term capital preservation and growth at reasonable prices through a combination of fundamental and technical analysis.

Aidan Mc Mullan is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he held positions at U Financial Group, Westchester University, and several other organizations. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs model-driven, quantitative investment strategies with a focus on factor-based equity allocations and duration- and credit-sensitive fixed income, offering services such as discretionary management, separately managed accounts, financial planning, and held-away portfolio advice.

Flavia Kirz is a CFP® professional currently with Apella Wealth and has one year of industry experience. Her prior roles include six years at Financial Connections Group, Inc., as well as positions at Branson School and Kiddo! Mill Valley Schools Community Foundation. Apella Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates advanced technology and third-party platforms to deliver customized portfolio management and financial planning solutions.

Gregory Miller is a financial advisor at Bradley, Foster & Sargent Inc with 16 years of industry experience. He holds the Series 66 designation and has been with the firm since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services for a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation-first investment approach, combining fundamental and technical analysis to pursue growth at reasonable prices.

Ryan Colleoni is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at TD Ameritrade for 13 years and has been associated with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated approach linked to Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Ingalls is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at several firms, including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides various services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and offering access to alternative investments through affiliated entities.

Stephen Salmon Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Score Priority, Equitable Advisors, Aetna, and the University of Hartford. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios combining in-house and external strategies, delivering both discretionary and non-discretionary management through a large network of advisers.

Nicholas Kapelewski is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, The Hartford Investment Management Company, and USI Insurance, among others. Prior to his advisory roles, he was employed in education and entertainment sectors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office support. The firm utilizes a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Brian Dowd is a financial advisor with Commonwealth Financial Network in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has operated Dowd Financial Group LLC since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, compliance, and practice-management support. The firm offers various discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Richard Cardinal is a CFP® with 28 years of industry experience, currently advising at Janney Montgomery Scott. His career includes multiple roles within Janney Montgomery Scott and prior positions at LPL Financial and Private Advisor Group. Cardinal is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Eric Spooner is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA and its affiliated entities since 2001. Outside of his advisory work, he serves as an independent insurance agent, selling fixed life, annuity, and long-term care insurance when appropriate. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategies with technology-driven tools.

Eric Hutchinson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Commonwealth Financial Network since 1987 and also operates Hutchinson Financial Services, LLC, a securities and insurance business he founded. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Patrick Morrissey Jr. is an investment advisor representative at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is also involved as an employee at Schuster Driscoll, LLC dba The Schuster Group, where he provides sales assistance in the insurance sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Francis Leblanc is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for nine years. In addition to his advisory role, he operates as an independent insurance agent selling and servicing fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing investment policy statements, model portfolios, and technology tools, with many programs managed on a non-discretionary basis alongside select discretionary arrangements.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Gwfs Equities, Inc. Voya Financial Advisors, Inc. is a large enterprise firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of investment policy statements, model portfolios, and technology-driven tools to deliver both discretionary and non-discretionary investment management through a broad network of advisers.

Maura Keating is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Disheveled Diva, Keating Insurance Agency, Beachbody, and Marshalls. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.