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 previously worked at Focus Partners Wealth, GYL Financial Synergies, Resnick Investment Advisors, and JPMorgan Securities. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, offering diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Malcolm Huckaby is a Series 66-licensed financial advisor with Capitol Securities Management, Inc., where he has worked since 2012. He has 22 years of industry experience. Outside of his advisory role, Huckaby serves as a college basketball color analyst for ESPN. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

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 experience in financial advisory, currently with Connecticut Wealth Management, LLC. His prior experience includes multiple roles at Fidelity Investments from 2016 to 2022 before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and executives, offering financial planning, investment management, and retirement-plan advisory. The firm’s investment approach focuses on long-term strategies grounded in fundamental analysis, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

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.

I am a fee-only flat-fee Certified Financial Planner® and a Certified Exit Planning Advisor®. I'm also working toward my Retirement Income Certified Planner® designation. My passion and specialty are income planning for retirement, whether at a "normal" retirement age or for an early retirement. Our services include comprehensive financial planning, which feeds into income planning and tax-smart distributions. We help our clients maximize the lifetime enjoyment of their money so they don't run out in retirement but also don't leave more than desired in their estate. While I don't focus only on business owners, my experience starting and selling businesses helps me better understand business owners' planning needs, challenges, and opportunities. Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win. https://maximizeyourmoney.com/intro/

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® with four years of industry experience, currently working at Connecticut Wealth Management, LLC. He has held various roles within Connecticut Wealth Management since 2021 and previously worked at CG Financial Services and Claudia Pollak Law. 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 long-term, fundamental analysis investment approach using diversified portfolios tailored to client goals and risk tolerance.

Jennifer Barry is a CFP® with 27 years of industry experience, currently serving as a senior financial planner at Connecticut Wealth Management, LLC. Her prior experience includes two decades at Capital Strategies, Inc. and LPL Financial LLC, as well as a role with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory work, 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, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Mia Servidone is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked since 2023. Prior to her advisory role, she held positions at Central Connecticut State University Bursar's Office and in various customer service roles. Connecticut Wealth Management, LLC provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Michael Fernandes is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors for four years before joining his current firm. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity investments for qualified clients.

Ayden Al Shimary is a financial advisor at Apella Wealth with two years of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Blue Water Wealth and the University of Washington. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies, using a model-driven, quantitative investment approach that incorporates factor-based equity strategies and duration- and credit-focused fixed-income allocations. The firm offers various portfolio solutions, financial planning, and consulting services while integrating advanced technology and third-party managers in its implementation process.

Gabe Hathorn is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Symmetry Partners since 2006 and also worked at Northern Lights Distributors and Foreside Financial Services. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm uses quantitative, factor-based equity strategies alongside diversified fixed income and liquid alternatives, distributing its strategies through unaffiliated broker-dealers and RIAs as well as directly to clients.

Aaron Simmons is a financial advisor with Bradley Foster & Sargent Inc in Hartford, CT. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Bradley Foster & Sargent in 2025, he worked at Napatree Capital LLC, The Washington Trust Company, and StrategicPoint Investment Advisors LLC. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory roles for a registered mutual fund and a private investment vehicle. The firm focuses on individualized asset allocation and a long-term, capital-preservation investment philosophy using a growth-at-reasonable-prices approach combined with fundamental and technical analysis.