Peter Kirschenbaum is a financial advisor at Bradley, Foster & Sargent Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bradley, Foster & Sargent since 2021. His prior experience includes roles at People's United Advisors, Inc and Olson Mobeck Investment Advisors. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios and overseeing approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding with a focus on capital preservation, and a Growth-at-a-Reasonable-Price investment approach.

Eric Pitruzzello is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at American Senior Benefits, Northwestern Mutual, and experience in community recreation through Middlefield Parks and Recreation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting for individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Kevin Briganti is a CFP® and holds a Series 65 license with five years of experience in the financial industry. He is currently with Connecticut Wealth Management, LLC. Outside of his advisory role, Briganti serves as an on-ice official in the American Hockey League and the Hockey East Association (NCAA). 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 no-load mutual funds, ETFs, individual securities, and alternative investments.

Christopher Sargent is a Series 65-licensed financial advisor at Bradley Foster & Sargent Inc. with four years of industry experience. He has been with Bradley Foster & Sargent since 2021. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advising a registered mutual fund and a private investment vehicle. The firm manages approximately $9.07 billion in assets, focusing on individualized asset allocation and a long-term, capital-preservation investment approach using fundamental and technical analysis.

William Anderson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. He has previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial. In addition to his advisory role, he is involved with Brookwood Insurance Group, an affiliated insurance business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains a network of proprietary partner offices alongside multiple affiliated businesses, managing over $1.25 billion in assets as of the end of 2025.

John Flanagan is a CFP® with 23 years of industry experience. He has been with CGN Advisors, LLC since 2021 and previously worked at Flanagan Financial Group and Mercer Advisors / Pinnacle Investment Management. 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, often engaging institutional third-party managers and conducting regular portfolio reviews.

Rosa Cadena is a financial advisor at Connecticut Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Focus Partners Wealth, GYL Financial Synergies, Resnick Investment Advisors, and JPMorgan. 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 generally uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Peter Crowe is a financial advisor with MissionSquare Retirement based in Simsbury, CT. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Icma Rc, Cetera Advisor Networks, Robert S. Hensley and Associates, and Ameritas Life Insurance Corp. 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, with investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Miguel Carneiro is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Investments for four years before joining his current firm. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services 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 investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Tristan Miller is a financial advisor at Apella Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Vori, Upstart, Dimensional Fund Advisors, and the University of Oregon. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative investment approach that incorporates factor-based equity strategies and customized fixed-income allocations, along with technology-enabled portfolio management and planning solutions.

Anthony Beaulieu is a financial advisor at Symmetry Partners with a Series 65 designation and three years of industry experience. His prior work includes roles at Uvoice USA, Farmington Public Schools, and the company DISH N DAT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse clientele, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

David Sutkaitis is a financial advisor with Redhawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory work, Sutkaitis serves as an NRA pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and the use of third-party signal providers for certain strategies.

Harvey Siegel is a financial advisor at Apella Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ARC Investment Planning & Management, Symmetry Partners, and WS Securities Incorporated. Siegel has been with Apella Capital since 2016. Apella Wealth serves a diverse range of clients, including individuals, 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 fixed-income management, integrating proprietary optimization and third-party tools in its portfolio implementation.

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Neil Manning is a CFP® and Series 66 licensed financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers.

Jackson Voshell 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 roles at Morris Financial Concepts, Radius Church, and Configure Partners, and completed six years of full-time education. Apella Wealth serves a diverse group of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach incorporating factor-based equity strategies and duration- and credit-focused fixed-income allocations, alongside a range of managed account solutions and technology integrations.

Justin Piskorski is a financial advisor at Apella Wealth with a Series 65 designation and one year of industry experience. Prior to joining Apella Wealth, he worked at Patient Funding Alternatives and was involved with Berlin Batting Cages. 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, quantitative investment approach that integrates proprietary optimization, third-party models, and advanced technology to manage both discretionary and non-discretionary portfolios.

Samuel De Bono is a CFP® and Series 65-registered advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021, having previously worked at CG Financial Services and Claudia Pollak Law. 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, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jennifer Barry is a CFP® professional with 28 years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked in multiple periods since 2019. Prior to that, she spent 20 years at Capital Strategies, Inc. and LPL Financial. Outside of her advisory role, she serves as a guardian and power of attorney for individuals, managing personal care and trust responsibilities. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a range of clients, including individuals, trusts, estates, non-profits, 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.

Mia Servidone is a CFP® and holds a Series 65 license, working with Connecticut Wealth Management, LLC. She has three years of industry experience, including roles at Central Connecticut State University Bursar's Office and Connecticut Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing various investment vehicles including mutual funds, ETFs, and alternative investments.