Matthew Freitag is a financial advisor at St. Germain Investment Management in Springfield, MA, holding a Series 65 designation with nine years of industry experience. He previously worked for five years at Rinet Company, LLC before joining St. Germain Investment Management in 2021. St. Germain Investment Management provides discretionary portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets, employs a long-term, asset-allocation-driven investment approach, and communicates regularly with clients through account statements, market commentaries, and performance reports.

Gary Lavallee is a financial advisor at Silver Oak Securities, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Kovack Advisors, Inc., National Planning Corporation, and Commonwealth Financial Network. Outside of his advisory work, Lavallee is involved as an administrator for the Sheriffs-Posse, a nonprofit supporting anti-domestic violence initiatives. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers various advisory programs and primarily manages discretionary accounts tailored to client objectives, using a combination of individual securities, ETFs, mutual funds, and Strategist models.

Greg Hayes is a financial advisor at Apella Wealth in West Hartford, CT, holding a Series 65 credential with 10 years of industry experience. He worked for Iron Horse Wealth Management, LLC for 10 years before joining Apella Wealth in 2025. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, offering a range of services such as discretionary and non-discretionary management, separately managed accounts, financial planning, and an automated advisory option.

Douglas Bellfy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2014. Prior to joining CGN Advisors, he worked at Canberra Industries Inc. from 2007 to 2017. He holds a Series 65 license and is a licensed insurance agent, though he is not appointed with any insurance carrier and does not sell insurance products. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance structures and sub-advisory relationships uncommon among similar multi-team firms.

Jeffrey Liguori is a financial advisor at Bradley Foster & Sargent Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Napatree Capital LLC and People's Securities, Inc. Outside of his advisory role, Liguori is a managing member of two real estate companies and serves as a board member and chief volunteer officer for the Ocean Community YMCA. Bradley Foster & Sargent Inc provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm combines fundamental and technical analysis within a capital-preservation first approach and manages both pooled investment vehicles and registered funds.

Robert Bradley III is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc. in Hartford, CT. He has 31 years of industry experience and has been with Bradley, Foster & Sargent since 1994. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios totaling approximately $9.07 billion and employs an investment approach focused on individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price strategy.

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.

Siobhan Matty is a Series 65-licensed financial advisor with St. Germain Investment Management, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she maintains an active real estate license but is not currently involved in sales or listings. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation with a long-term investment horizon and integrates personalized financial planning into its 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.

Jonathan Weiss is a financial advisor at Aegis Capital Corp. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and various realty and finance groups. He is also involved as a producer and agent in a general insurance agency. Aegis Capital Corp. serves both individual and corporate clients with a range of services including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and offers advisory services through multiple platforms, with a notable emphasis on non-discretionary client engagement.

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.

Jonathon Torres is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at TD Bank N.A., Santander Securities, LLC, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

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.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His career includes roles at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and his own firm, JP Santaniello Retirement Planning Solutions, where he has been an owner and agent since 2006. Through his independent insurance and annuity agency, he offers insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various investment vehicles and affiliated sub-advisors.

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.