Richard Rosen is a CFP® professional with 15 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. Prior to that, he spent five years at Adviser Investments and five years at LPL Financial. 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 focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Nolan Cicerrella is a financial advisor at The Mather Group, LLC with one year of industry experience. He previously worked for seven years at Conning Asset Management. Nolan holds a Series 65 designation. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customized portfolio options and incorporates AI and machine-learning tools while maintaining human oversight.

Kristina Gambino is a financial advisor at RedHawk Wealth Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a documented due-diligence process and risk management tools to guide investment decisions.

Christopher Cymbala is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial and Ameriprise Financial Services. Outside of his advisory role, he offers insurance products through Ivory Wealth Partners, an activity separate from his work at Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across various investment vehicles.

Michael Rickett is a financial advisor with Gateway Wealth Partners, LLC, holding the CFP® and CFA® designations and three years of industry experience. His prior roles include positions at Four Town Financial LLC and Hillsdale Investment Management Inc. He is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement consulting. The firm invests client assets in low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Elisa Francis is a financial advisor at Symmetry Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Annuities Distributors and Ast Investment Services. Francis currently serves as a regional consultant for Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services to a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various vehicles such as ETFs, mutual funds, and separately managed accounts.

Michael Tedone is a financial advisor with Connecticut Wealth Management, LLC, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been with Connecticut Wealth Management in various capacities since 2013. Tedone serves as a trustee for multiple trusts and is a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, 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.

Zachary Bylykbashi is a CFP® professional with six years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior experience includes roles at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory work, he is an assistant wrestling coach at Wesleyan University. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios that include mutual funds, ETFs, individual securities, alternative investments, and private equity to qualified clients.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

James Femia is a financial advisor at Apella Wealth with 29 years of industry experience. He has been with Apella Capital, LLC since 2015 and also worked at Symmetry Partners, LLC from 2015 to 2019. He holds Series 63 and Series 65 licenses. 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, and consulting services. The firm employs a model-driven, quantitative investment approach that integrates factor-oriented equity strategies, fixed-income allocations, tax management, and portfolio customization, supported by various third-party technologies to deliver and monitor client solutions.

Adam Login is a CFP® with 18 years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Prudential Annuities Distributors and PRUCO Securities, LLC. Outside of his advisory work, he serves as a baseball umpire in Middlesex County. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Thomas Spavone is a CFP® professional with one year of industry experience, currently serving as an advisor at Apella Wealth. He also holds a role as a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services to clients. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to deliver customized portfolio solutions.

Jerry Schreibstein is affiliated with Bradley Foster & Sargent Inc and holds a Series 65 designation. He has no industry experience as a financial advisor but has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and a Growth-at-a-Reasonable-Price investment approach. The firm also serves as adviser to registered mutual funds and private investment funds, overseeing roughly $9.07 billion in assets.

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He has worked at Symmetry Partners since 2006, with a brief period at Foreside Financial Services from 2018 to 2025. Romano holds Series 66 and Series 63 designations. Symmetry Partners provides investment management services to a wide range of clients, including individuals, retirement plans, pension and institutional clients, and serves as investment adviser to registered investment companies. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods, implementing strategies across ETFs, mutual funds, and separately managed accounts.

Alexander Crawford is a CFP® with 11 years of industry experience. He is currently an advisor at APELLA Wealth and has previously worked at Lionsbridge and PBMARES Wealth Management LLC. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, tax-overlay management, and portfolio customization, supported by integration of advanced third-party technologies.

Christopher Winkel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021. Connecticut Wealth Management provides comprehensive 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 emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and offering private equity access to qualified clients.

Adam Angibeau is a CFP® professional with 10 years of industry experience, currently affiliated with Sound Income Strategies, LLC. He has held positions at firms including Sanford C. Bernstein & Co., LLC and Fidelity Investments. Angibeau is involved in fixed insurance sales and client acquisition activities through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

James Paldino II is a CFA® charterholder with five years of industry experience, currently serving at Bradley, Foster & Sargent Inc. since 2020. His prior roles include positions at Cigna and the University of Chicago Booth School of Business. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation first investment philosophy and serves both individual and pooled investment clients, including acting as adviser to registered and private investment funds.

Megan Trask is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2017 with a prior six-year tenure at Reynders, McVeigh Capital Management LLC. Trask serves on the Investment Committee for Village for Families and Children. 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’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including no-load mutual funds, ETFs, and private equity for qualified clients.