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.

Charles Willauer is a Series 65-licensed financial advisor with 15 years of industry experience. He currently works at Bradley, Foster & Sargent Inc, joining the firm in 2025 after previous roles at Clearstead Trust, RINET Company, LLC, and Wellesley Investment Partners, LLC. Outside of his advisory role, Mr. Willauer serves as a Trustee for the Thompson Island Outward Bound Education Center, where he chairs the Investment Committee overseeing the organization’s endowment. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation approach with an emphasis on individualized asset allocation and employs both fundamental and technical analysis to pursue growth at reasonable prices.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. 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, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability reviews.

Jarrett Solomon is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with Connecticut Wealth Management, LLC since 2014, serving the firm in various capacities. Outside of his advisory role, he is a membership owner of Ten One Ten, LLC. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including private equity for qualified clients.

Micah Sanzo is a financial advisor with APELLA Wealth in West Hartford, CT, holding a Series 65 designation. He has been with APELLA Wealth since 2026 and has prior experience serving in the Army National Guard since 2020. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a mix of discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach grounded in modern portfolio theory and integrates advanced technologies to support its client solutions.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that 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 or Independent Managers when appropriate.

Gina Chironis is a financial advisor at APELLA Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining APELLA Wealth in 2023, she spent 13 years at Clarity Wealth Management, Inc. APELLA Wealth serves a broad mix of clients, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies and portfolio customization, and offers a variety of services such as discretionary investment management, financial planning, and consulting.

Paul Bandurski is a CFP® professional with 26 years of industry experience. He is currently with Symmetry Partners, where he has worked since 2024. Prior to that, he spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Symmetry Partners provides investment management services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm’s quantitative, research-driven approach applies Modern Portfolio Theory and factor-based strategies across multiple investment vehicles and offers both model portfolios and advisory services to registered investment companies.

Gina Mazzadra is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Voya, Alphastar Capital Management LLC, and Fuchs Financial LLC, where she assists with retirement planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of local investment adviser representatives.

Benjamin Fuchs is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with Foundations Investment Advisors LLC and has worked at several firms including AlphaStar Capital Management and JB Capital, LLC. In addition to his advisory work, he manages a business that sells fixed insurance products such as life and health insurance. Foundations Investment Advisors is a multi-advisor registered investment adviser serving nearly 30,000 clients with portfolio management, financial planning, and retirement-plan support. The firm operates through a network of investment adviser representatives who utilize model portfolios and third-party sub-advisers.

Brandon Holland is a Series 65 licensed advisor with Foundations Investment Advisors LLC, based in West Hartford, CT. He has been with Foundations since 2026 and has prior experience at Fuchs Financial and the IFS Institute. Holland also has a background in education, having worked at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors is a multi-advisor registered investment adviser managing about $10.1 billion for nearly 30,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Gordon Forgione is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at several firms, including AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory role, he is owner of Midstate Insurance and Financial Services LLC, where he is involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.