Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Coty Shean is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked for Northwestern Mutual in various roles from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios and financial planning across multiple areas, with a team-based approach that incorporates diverse investment strategies and regular account reviews.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Beachbody and Edward Jones. Martin is also an associate at Chadwick Financial Advisors, assisting with operations. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.

Janelle Durbin is a financial advisor at Main Street Research LLC with a Series 65 designation and three years of industry experience. She previously worked at LPL Financial and Nicole E Stokes, among other firms. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, using a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Peter Fiorita is a CFP® with 15 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2021. His prior experience includes roles at UBS Financial Services, Fiorita Group LLC, and the City of Stamford. He holds a Connecticut Justice of the Peace designation. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across a multi-advisor team. The firm emphasizes tailored investment advice through a structured policy process, focusing on individual securities with diversification strategies including ETFs and ESG models.

Jacob Margo is a financial advisor at Main Street Research LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Fisher Investments and JP Morgan Securities LLC. He has been with Main Street Research since 2021. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions through a multi-advisor team. The firm delivers comprehensive financial planning and discretionary investment management with an emphasis on tailored portfolios that include individual securities and ETFs, serving both non-high-net-worth and high-net-worth clients.

Roman Le Febure is a financial advisor at Main Street Research LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions. The firm follows a multi-advisor team approach and emphasizes customized investment strategies based on fundamental, quantitative, and technical analysis.

Ryan Colleoni is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and GWFS Equities, Inc. Since 2021, he has been advising clients through Assets Groups, LLC in addition to his role at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and clients' savings rates.

William Dobbins is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2018. Prior to that, he worked at LPL Financial LLC from 2007 to 2018. He is a notary public and serves as a volunteer board member for Center Cemetery in Norfolk, CT. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Michael D. Apice is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been self-employed since 1992 and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2015. He serves on the advisory board of a local bank, providing input on community engagement and accessibility. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Matthew Sweet is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Infinex Investments, Inc., Union Savings Bank, Raymond James Financial Services Advisors, Inc., and NBT Bank. Sweet is currently based in Torrington, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Mark Ferrer is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial. Ferrer serves as a trustee for a charitable remainder unitrust and owns Ferrer Properties, LLC, a commercial real estate management company in Carolina Beach, NC. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operational, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios designed to meet diverse client needs.

Jonathan Yolles is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC and GYL Financial Synergies, LLC. Outside of his advisory work, he serves as the head coach for the Avon High School boys basketball team. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis alongside third-party managers, and offers integrated wealth services across managed and held-away accounts.

Harold Mcmillan Jr. is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Citigroup since 2014. Outside of his financial career, he is the owner of Housatonic River Outfitters, a business he has operated since 1996. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and manages complex arrangements for high-net-worth and institutional investors.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

Sandra Cullen is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations and has 26 years of industry experience. She has been with TIAA-CREF since 2008 and currently serves in Norfolk, CT. Outside of her advisory work, she is an associate of Norfolk Library Associates, a nonprofit organization supporting the local public library. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Karen Leonard is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

Elizabeth Greak is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 66 designations. She has 33 years of industry experience, including prior roles at Securities America Advisors, Inc., Investacorp Advisory Services, and her own firm, Comer & Greak Financial Consultants, where she continues to provide investment advisory services. Osaic Wealth serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Jonathan Andrews is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with People's Securities, Inc. since 2014 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Gary Nicksa is a financial advisor with Edward Jones in Torrington, CT, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options supported by a nationwide network of more than 23,000 advisors.