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.

Benjamin Roy is a Series 65-licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. His background includes work at the University of Connecticut and the Town of Manchester Recreation Department. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Charles Olson is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Connecticut Wealth Management, LLC and has held prior positions at People's United Advisors, People's Securities, Wilmington Trust, and other financial firms. Olson serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. 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’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Day Pitney LLP and the University of Connecticut School of Law. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is primarily long-term and based on fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, and Robert Hensley and Associates. Outside of her advisory work, she serves as a riding instructor at Spirithorse Therapeutic Riding Center and is involved with local nonprofit and community organizations, including co-chairing Gifts for Canton and participating on the investment committee of the Chrysalis Center. The Patriot Financial Group provides customized investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a mix of analytical approaches and independent managers to tailor portfolios according to client goals and risk tolerance, offering a broad range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

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.

Angelo Pietri is a Series 66 credentialed financial advisor with 11 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has been with infinex Investments, Inc. since 2015. Outside of his advisory work, he assists with a photography business co-founded by his spouse and owns a financial education seminar business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Zachary Chernus is a CFA® charterholder with three years of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and customized solutions, utilizing various investment vehicles and oversight by an Investment Policy Committee.

Adrian Andreotta is a CFP® with 14 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has previously worked at Infinex Investments, LPL Financial, and Wells Fargo in various capacities spanning over a decade. Outside of finance, Adrian is a captain and owner of a charter fishing boat, which he plans to operate starting in 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model that supports both discretionary and non-discretionary accounts.

Richard Gribinas is a CFP® and ChFC® with 43 years of industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.

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.

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.

Robert Worgaftik is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and more than 47 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 1999. Outside of his advisory role, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices focused on estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, and institutional clients with brokerage, financial planning, and advisory services that include model portfolios and digital advisory solutions.

Theresa Cahill is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been associated with Cahill & Associates Financial Services, LLC since 2012 and worked at Voya Financial Advisors from 2014 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. 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 a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody 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.

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.

Nicholas Pitruzzello is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and Aflac. Outside of his advisory role, he is the founder and operator of Payment Solutions of CT, an ATM service provider. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Craig Feinberg is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2010. Feinberg leads a 501(c)(3) organization that organizes an annual golf outing benefiting the Make-A-Wish Foundation of Northern New Jersey and serves on the Planning Board of Tenafly, NJ. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and manages approximately $15 billion in assets under management.