Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

Guy Ule is a financial advisor at Wellington Shields & Co., LLC with 53 years of industry experience. He has been with Wellington Shields since 2009 and has worked at Shields & Company since 2000. He holds Series 63 and Series 65 licenses. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a variety of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

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.

David Casarella is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Bank of America, and Webster Financial Corporation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients. The firm emphasizes fixed-income and income-oriented strategies, offering asset management, financial planning, ERISA plan services, and ETF sub-advisory with a focus on customized portfolio management and risk oversight.

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.

Adam Angibeau is a CFP® professional with 10 years of industry experience, currently affiliated with Sound Income Strategies, LLC. He has held positions at firms including Sanford C. Bernstein & Co., LLC and Fidelity Investments. Angibeau is involved in fixed insurance sales and client acquisition activities through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

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.

Eric Hutchinson is a CFP® professional with 40 years of industry experience. He has been with Commonwealth Financial Network since 1987 and is also the sole member of Hutchinson Financial Services, LLC, which operates in securities and insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing affiliated advisors to offer customized portfolio solutions and access to model portfolios managed by the firm’s Investment Management and Research team.

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.

Charles Yannich Jr. is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has co-founded a marketing entity called Retirement and Money Strategies. Yannich also serves as a notary in Stonington, CT. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform and features a limited partnership ownership structure in which financial professionals hold a majority interest.

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.

William Rabbitt is a CFP® professional with over 33 years of experience in financial advisory. He currently serves at Private Advisor Group, LLC since 2019 and has worked with Private Capital Group, LLC since 2003. Outside of investment advisory, he operates an independent insurance agency under the name WP Financial. Private Advisor Group, LLC serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm implements multiple analytical approaches and provides services including held-away account management and 401(k) participant solutions.

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.

Laura Sundquist is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She previously worked at Connecticut Wealth Management, LLC and Sage Financial Design, Inc., where she spent over two decades. In addition to her advisory role, Ms. Sundquist is a Certified Public Accountant providing tax advice and tax preparation services separately from her investment practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm offers portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, charitable organizations, and corporate clients, utilizing a range of strategies and third-party asset management programs.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 51 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has extensive prior experience running his own firms, including PC Planning & Benefits Inc., where he serves as President and CEO. Outside of advisory services, Cohen is involved in independent insurance sales and acts as a sales advisor for medical practice management software and financial recovery services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on comprehensive plan consulting and client reviews.

Elizabeth Debassio is a financial advisor with Private Advisor Group, LLC, holding the PFS™ designation and 17 years of industry experience. She previously worked at Connecticut Wealth Management, LLC, and currently provides investment advice under the business name WP Financial. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.