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 industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Investments for four years before joining his current firm. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Tristan Miller is a financial advisor at Apella Wealth with one year of industry experience. He holds Series 65 and Series 66 designations. Prior to joining Apella Wealth, Miller held positions at Vori, Upstart, Dimensional Fund Advisors, and the University of Oregon. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach with a focus on factor-based equity strategies and fixed-income allocations shaped by duration and credit, offering a variety of managed account solutions and integrated technology platforms.

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® and Series 65-registered advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021, having previously worked at CG Financial Services and Claudia Pollak Law. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jennifer Barry is a CFP® professional with 28 years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked in multiple periods since 2019. Prior to that, she spent 20 years at Capital Strategies, Inc. and LPL Financial. Outside of her advisory role, 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, trust support, and business-owner consulting to a range of clients, including individuals, trusts, estates, non-profits, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Mia Servidone is a CFP® and holds a Series 65 license, working with Connecticut Wealth Management, LLC. She has three years of industry experience, including roles at Central Connecticut State University Bursar's Office and Connecticut Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Fernandes is a CFP® professional at Connecticut Wealth Management, LLC with 14 years of industry experience. He worked at Fidelity Personal and Workplace Advisors from 2015 to 2019 before joining Connecticut Wealth Management. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing mutual funds, ETFs, individual securities, and alternative investments, and provides retirement plan fiduciary support and trust services under written agreements.

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 at Symmetry Partners with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Symmetry Partners since 2006. Hathorn previously worked at Northern Lights Distributors, LLC and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individuals, qualified retirement plans, and institutional investors. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts through a platform-centric distribution model.

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.

David Bush is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He currently works at Apella Wealth and previously spent over two decades with PBMares in various roles. Outside of his advisory work, he serves as a bank director for Chesapeake Bank and is a trustee for the Williamsburg Community Foundation. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and integrates third-party technology and managers to provide tailored portfolio solutions.

Bella Cristovao is a CFA® charterholder with nine years of industry experience. She has worked at Commonfund Securities, Inc. since 2011 and joined Symmetry Partners in 2026. Bella holds a Series 63 license and is based in Glastonbury, CT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and utilizes model portfolios, third-party sub-advisers, and a technology platform to deliver its offerings.

Matthew Marrella is a financial advisor at Apella Wealth with five years of industry experience. He holds a Series 66 designation and has worked at firms including The Vanguard Group and myCIO Wealth Partners, LLC. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm utilizes a largely model-driven, quantitative investment approach with offerings ranging from discretionary management to automated advisory solutions.