Michael Rickett is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Gateway Wealth Partners, LLC and has worked previously at Four Town Financial LLC and Hillsdale Investment Management Inc. Rickett is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, with a focus on diversified portfolios using mutual funds, ETFs, individual securities, and independent managers.

Jose Pena is a Series 65-licensed advisor at Apella Wealth with one year of industry experience. Prior to joining Apella Wealth, he worked for over three decades at the U.S. Government Accountability Office. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs model-driven, quantitative investment strategies and offers a range of services such as discretionary management, separately managed accounts, financial planning, and automated advisory solutions.

Elisa Francis is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her background includes roles at Prudential Annuities Distributors, AST Investment Services, and Prudential Insurance Co of America. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services such as OCIO, sub-advisory, model portfolios, and separately managed accounts.

Michael Tedone is a financial advisor at Connecticut Wealth Management, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Connecticut Wealth Management, he worked at Marcum Wealth Management, LLC and Osaic FS, Inc. Tedone serves as a board member of the Boys and Girls Club of Hartford. 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 and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity opportunities.

Zachary Bylykbashi is a CFP® and Series 66 licensed financial advisor with six years of industry experience. He is currently with Connecticut Wealth Management, LLC and has previously worked at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory role, he serves as an assistant wrestling coach at Wesleyan University. 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 mutual funds, ETFs, individual securities, and alternative investments.

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 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cabot Wealth Management, Sentinel Pension Advisors, and Symmetry Partners. Apella Wealth serves a diverse range of individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a largely model-driven, quantitative investment approach and offers a variety of management and advisory solutions, integrating proprietary and third-party models and technology in its processes.

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 a Series 65 credential. Prior to joining Connecticut Wealth Management, she worked at X-Golf and was affiliated with the University of Connecticut. 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.

Thomas Spavone is a CFP® professional with one year of experience in financial advising at Apella Wealth. He is also a Tax Partner at PBMares, LLP, where he provides compliance, accounting, and tax advisory services. His prior work includes roles at PBMares Wealth Management LLC and CST Group. Apella Wealth serves a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and integrates various technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Symmetry Partners since 2006, with a seven-year period at Foreside Financial Services from 2018 to 2025. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers a range of model portfolios, separately managed accounts, and sub-advisory services.

Alexander Crawford is a CFP® with 12 years of industry experience. He has worked at Apella Wealth since 2025 and previously held roles at PBMARES Wealth Management LLC and Lionsbridge. 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 and quantitative investment approach, integrating proprietary and third-party tools to offer discretionary and non-discretionary management, separately managed accounts, financial planning, and sub-advisory services.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.

Christopher Winkel is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Connecticut Wealth Management, LLC since 2021. 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 employs a long-term, fundamental analysis approach combined with strategic asset allocation and utilizes a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

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 registered financial advisor with 11 years of industry experience. She has worked primarily at Connecticut Wealth Management, LLC, with prior experience at Reynders, McVeigh Capital Management LLC. Megan serves on the Investment Committee for Village for Families and Children, a nonprofit organization. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a range of investment vehicles and offering fiduciary support and recruiting services.

Justin Morrow is a CFP® with 16 years of experience in the financial advisory industry. He has worked at Apella Capital, LLC since 2022 and previously held positions at Merrill and Capital One Advisors, LLC. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary investment management, separately managed accounts, held-away portfolio advice, and financial planning.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, she held various roles at the University of Connecticut and worked at multiple service-oriented positions including Big Dipper Ice Cream Parlour. 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 typically uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Alex Cal is a CFP® with six years of industry experience and is currently an advisor at Foundations Investment Advisors LLC. Prior to joining Foundations in 2023, he worked at Cetera and Travelers Insurance. Outside of his advisory role, he provides tax preparation and consulting services through his own firm and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing to manage client assets.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.