Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Peter Ganey is a financial advisor at MissionSquare Retirement with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including ICMA RC Services, Horace Mann Investors, and Hooker & Holcombe Retirement Services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Patrick Sweeny is a financial advisor at Apella Wealth with 31 years of industry experience. He holds a Series 63 designation and has been with Apella Capital, LLC since 2014. Prior to that, he worked at Symmetry Partners, LLC starting in 1994. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to customize and monitor client portfolios.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

William Horigan is a CFP® with six years of industry experience, currently affiliated with Connecticut Wealth Management, LLC. His professional background includes multiple roles within the same firm since 2017, along with prior experience at Providence College and Hartford Golf Club. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity for qualified clients.

Jack Rose is a Certified Financial Planner (CFP®) with two years of industry experience, currently serving at Connecticut Wealth Management, LLC. His work history includes roles in the financial services sector and positions outside the industry such as at Hartford Golf Club and Petals and Paws. Connecticut Wealth Management provides comprehensive financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, non-profits, businesses, and executives. The firm emphasizes long-term, fundamental analysis-based investment strategies, utilizing a range of asset classes and tailoring portfolios to client goals and risk tolerance.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation and Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked for TIAA and TIAA-CREF from 2013 to 2025. 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 provides plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Nathan Nagel is a financial advisor at Connecticut Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Corbin Advisors and several periods at Connecticut Wealth Management, as well as employment at the University of Connecticut and Christian Heritage School. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, employing a range of investment vehicles tailored to client goals and risk tolerance.

Waldemar Dziedzic is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management and Winthrop Bentley Capital. Dziedzic is also a licensed insurance agent specializing in investment-related insurance products. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services through a network of approximately 97 independent investment adviser representatives.

Jamison Mc Andie is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at APELLA Wealth since 2023 and previously held positions at LPL Financial, Waddell & Reed, Dynamic Resources, and Image Media. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies and integrates multiple third-party technologies to support portfolio management and reporting.

Logan Wetzel is a financial advisor at Apella Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. and Sarian Strategic Partners. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by integrated third-party technologies and a broad product mix that includes institutional and insurance clients.

Taylor Cock is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and nine years of industry experience. He has worked with Vestory, LLC prior to joining Apella Wealth in 2021. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm utilizes a model-driven, quantitative investment approach grounded in modern portfolio theory and systematic optimization, with a notable institutional reach and a range of products including separately managed accounts, an automated TAMP via Betterment, and held-away portfolio advice.

Jeffrey Russitano Sr. is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UnitedHealthcare. Outside of his advisory role, he serves as the non-compensated Treasurer on the board of TriCircle, a nonprofit organization. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of specialized services including sub-advisory ETF management.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He previously worked at Voya Financial Advisors for 11 years before joining MissionSquare Retirement and MissionSquare Investment Services in 2025. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business where he evaluates new app ideas. 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, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses. He has 28 years of industry experience and has been with Lincoln Investment Planning, Inc. since 2007. In addition to advisory services, he provides life insurance and fixed annuities through his role at Howard Financial and Associates PLLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, with a range of customizable advisory solutions.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in the energy sector at Baker Hughes and General Electric. 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 analysis investment approach with portfolios customized to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Mark Prendergast is a CFP® with 20 years of industry experience. He is currently with Apella Wealth and has previously worked at Inspired Financial LLC and maintained his own CPA practice since 1986. He serves on the Board of Directors for Regency Investment Advisors, Inc. since 2012. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm uses a model-driven, quantitative investment approach that incorporates factor-oriented equity strategies and integrates advanced technologies to customize and monitor client portfolios.

Luis Salinas is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He is currently with Apella Wealth and has previously worked at Northwestern Mutual in various capacities from 2015 to 2024, as well as LPL Financial. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions. The firm uses a model-driven, quantitative investment approach with a range of strategies and integrates advanced technologies for portfolio management and client solutions.