Michael Femia is a financial advisor at Apella Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at The Wilder Companies and College Funding Services. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering both discretionary and non-discretionary investment management as well as financial planning. The firm employs a model-driven, quantitative investment approach and integrates various technologies to deliver customized solutions.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Thomas Sargent is a CFA® charterholder with 25 years of industry experience. He has been with Bradley, Foster & Sargent Inc in Hartford, CT since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, and it serves as adviser to a registered mutual fund and a private investment fund in addition to managing client portfolios.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at firms including Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., an acres swim and tennis club in Wethersfield, CT. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Jennifer Coffey Smith is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Apella Wealth. She previously worked for Financial Connections Group, Inc. for 13 years before joining Apella Wealth in 2026. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to deliver customized solutions.

Jenna Isleib is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to her current role, she worked at Mintz + Hoke and has experience in university admissions and the private sector. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Lawrence Kushner is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds a Series 66 designation and has worked at Next Financial Group Inc and OSAIC. Kushner is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, which provide financial planning, investment management, and insurance services, and he is also the author of a book titled *Nine Money Mistakes that Doctors Make*. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to specialized advisory services.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to her advisory role, she worked for Mercury Fuel Service, Inc. for 16 years. Outside of her advisory duties, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with Holy Cross High School and the Palace Theater in Waterbury, CT. 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 employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor with Artura Wealth, LLC and holds a Series 63 designation. He has 28 years of industry experience, including over 30 years as CEO and manager of Symmetry Partners, LLC, an RIA where he leads strategic direction and oversees investment portfolios. Prior to joining Artura Wealth, he worked at Apella Capital, LLC. Artura Wealth, LLC is a newly registered investment adviser providing discretionary portfolio management primarily for pooled or institutional investment programs, as well as individuals and organizations. The firm employs model portfolios based on modern portfolio theory, tailoring allocations to clients’ risk tolerance, time horizon, and objectives.

Mitchell Ewart is a financial advisor at Apella Wealth with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Vestory, LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven and quantitative investment approach, offering services such as discretionary and non-discretionary management, financial planning, and consulting, supported by a range of proprietary and third-party technologies.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.

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 credential and one year of industry experience. His prior roles include positions at American Senior Benefits, Northwestern Mutual, and multiple community and educational organizations. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles tailored to client needs.

Kevin Briganti is a CFP® with five years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He has been with the firm since 2020 and also works as an on-ice official in the American Hockey League and Hockey East Association. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, 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.

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.