Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Daniel Jonker is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank and Fieldpoint Private Securities. Jonker also refers clients to Fieldpoint Private Bank for lending services. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, and retirement plan advisory services.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. In addition to his advisory role, he is an independent insurance agent selling fixed insurance products. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Matthew Terzian is a CFP® and CFA® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Northwest Community Bank, Litchfield Bancorp, and Resources Management Corp. Outside of advisory work, he holds a 25% ownership stake in four apartment buildings in Texas. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets.

Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC in Oakville, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Innovation Partners LLC, OSAIC, Woodbury Financial Services, Questar Asset Management, Ameritas Investment Corp., and CCF Investments. Outside of his advisory work, he operates a sole proprietorship assisting clients with affordable dental plans and related insurance products. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on constructing personalized portfolios for non-high-net-worth investors and retirement plan participants, employing various analytical approaches and discretionary management options.

David Rogers Jr. is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at LPL Financial, Citizens Securities, Inc., and Infinex Investments, Inc. Rogers also has a long history with Gateway Financial Partners and Naugatuck Savings Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and independent managers, and manages both discretionary and non-discretionary portfolios.

Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

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.

Emily Burr is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Kestra Advisory and its affiliated firms since 2003. In addition to her advisory role, she consults on compliance and plan design features for third-party administrative clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting both discretionary and non-discretionary fiduciary engagements.

Jean Delbuono is a financial advisor with OSAIC Institutions, INC., holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. Her work history includes roles at Infinex Investments, Inc., Charles Schwab & Co., Inc., Yale University, and Webster Investment Services, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management solutions and financial planning services while employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.