Jason Raiti is a CFA® charterholder with two years of experience currently working at Connecticut Wealth Management, LLC. His prior roles include five years at Edgehill Endowment Partners and three years at Choate Rosemary Hall. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, and plan sponsors. The firm utilizes a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles such as no-load mutual funds, ETFs, individual securities, and alternative investments.

Matthew Bonvicini is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. Prior to joining Connecticut Wealth Management in 2021, he worked at Prism Autism Education and Consultation for one year. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Symmetry Partners since 2008, including roles focused on business development and national account relationship management. His prior experience includes positions at New York Life Investment Management LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs alongside offering OCIO and sub-advisory services.

Michael Femia is a financial advisor with Apella Wealth in West Hartford, CT, holding a Series 65 credential and two years of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with emphasis on factor-based equity strategies and duration- and credit-conscious fixed-income allocations.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. 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 employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Sjaun Sanderson is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience with JB Capital, LLC and Johnson Brunetti. Sanderson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company, JN Financial. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary models and third-party managers to manage primarily discretionary accounts, incorporating methods such as modern portfolio theory and quantitative analysis.

Thomas Sargent is a CFA® charterholder with 26 years of experience in the financial industry. He has worked at Bradley, Foster & Sargent Inc. since 2000. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services to a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation investment approach, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., a swim and tennis club in Wethersfield, 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, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Margaret Aguirre is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior roles include positions at Johnson Brunetti, PFS Investments Inc., and Capitol Region Education Council. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience. She has worked at Apella Wealth since 2026 and previously spent 13 years at Financial Connections Group, Inc. Her practice is based in West Hartford, CT. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a variety of managed account solutions and technology-enabled tools.

Jenna Isleib is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2020, including her current role beginning in 2021, and previously worked at Mintz + Hoke. Prior to her financial services roles, she was involved with the University of Connecticut Undergraduate Admissions and worked in other sectors including electric services and recreation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Lawrence Kushner is a financial advisor with NWF Advisory Services Inc who holds a Series 66 designation and has 21 years of industry experience. He previously worked at Next Financial Group Inc for 15 years and has held roles at OSAIC and The Ameriflex Group. Outside of his advisory work, Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, and he authored the book "Nine Money Mistakes that Doctors Make." NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services across various account types and investment strategies.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the PFS™ designation and a Series 65 license. Outside of her advisory role, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with the Palace Theater and Holy Cross High School, both in Waterbury, CT. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investments from mutual funds and ETFs to individual securities and alternative investments.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor at Symmetry Partners with 28 years of industry experience. He holds the Series 63 designation and has held leadership roles at Symmetry Partners since 1994, including CEO and manager. Prior to his current firm, he worked at Apella Capital, LLC for 11 years and Artura Wealth, LLC for two years. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach rooted in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios and separately managed accounts.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Ewart has been with Apella Wealth since 2021. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a model-driven, quantitative investment approach with a focus on factor-based equity strategies and duration- and credit-informed fixed income, offering a variety of investment management and advisory solutions.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.