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.

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.

Shane Higgins is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Apella Wealth. His prior roles include positions at David Vaughan Investments, Schwab Wealth Advisory, Charles Schwab & Co., and TD Ameritrade. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a model-driven, quantitative investment approach using factor-oriented equity strategies and portfolio customization, supported by advanced technology integrations and a broad product mix.

Rosa Cadena is a financial advisor at Connecticut Wealth Management, LLC with eight 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’s investment approach emphasizes long-term strategies grounded in fundamental analysis, utilizing diverse portfolio components including mutual funds, ETFs, individual securities, and private equity for qualified clients.

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 at MissionSquare Retirement with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Life Insurance Corp, Cetera Advisor Networks, and Robert S. Hensley and Associates. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice developed by Morningstar Investment Management and supports over 40,000 participants through 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.

Anthony Beaulieu is a financial advisor with Symmetry Partners and holds a Series 65 designation. He joined Symmetry Partners in 2023 and has prior experience working at Uvoice USA and Farmington Public Schools. Before his advisory career, he was a full-time student for three years. Symmetry Partners provides investment management services to a broad client base, including individuals, retirement plans, pension and institutional clients, and acts as the adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven investment approach based on Modern Portfolio Theory and factor-based methods across various portfolios and offers tax-aware services and access to alternative investments.

David Sutkaitis is a financial advisor with RedHawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of advising, he serves as a 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 a diverse client base, including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, supported by a weekly investment committee, and offers services such as multi-generational wealth management and captive insurance company account management.

Harvey Siegel is a financial advisor with Apella Wealth in West Hartford, CT, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes roles at Apella Capital, LLC, Symmetry Partners, LLC, ARC Investment Planning & Management, Inc., and WS Securities Incorporated. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach with factor-oriented equity strategies, fixed-income allocations, and tax-sensitive portfolio customization, supported by integrated third-party technologies and institutional client relationships.

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.

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, currently affiliated with Connecticut Wealth Management, LLC. She has two years of industry experience, including roles at Connecticut Wealth Management and prior positions at Central Connecticut State University Bursar's Office and Picture Show. Connecticut Wealth Management offers 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

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 with Apella Wealth in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Prior to joining Apella Wealth, he worked at Blue Water Wealth and has experience in both education and hospitality sectors. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering a model-driven, quantitative investment approach with services ranging from discretionary management to consulting. The firm integrates advanced technologies and serves unique client types such as insurance companies alongside its broader multi-team advisory platform.

Gabe Hathorn is a financial advisor with Symmetry Partners, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Symmetry Partners since 2006 and previously held roles at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as advisor to registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven approach utilizing model portfolios, separately managed accounts, and tax-aware strategies, serving over 8,000 clients through a network of broker-dealers and RIAs.