Daniel Beyer is a financial advisor at Apella Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Iron Horse Wealth Management and Kabel Business Services. Beyer is also a limited partner in Bookpress Publishing, a book publishing venture. Apella Wealth serves individuals, retirement plan sponsors, foundations, and institutions with investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support its diverse client base, including insurance company clients.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Flavia Kirz is a CFP® professional at Apella Wealth with one year of experience in financial advising. She previously worked at Financial Connections Group, Inc. for six years and has a background that includes roles in education and nonprofit organizations. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm uses a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and tax-overlay management, supported by integrations with advanced technology platforms.

Benjamin Roy is a Series 65-licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. His background includes work at the University of Connecticut and the Town of Manchester Recreation Department. 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 primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Isaac Bartholomew is a financial advisor at Symmetry Partners with a Series 65 designation and one year of industry experience. He has worked at Symmetry Partners since 2024 and is also involved in 401(k) servicing and administration through 401k Belay. Prior to his advisory career, he held roles at The Church of Jesus Christ of Latter-day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base including charitable organizations, corporate plans, and individuals.

Charles Olson is a CFP® with 17 years of experience in financial advising. He is currently with Connecticut Wealth Management, LLC and has previously worked with Wilmington Trust, People’s United Bank, and affiliated firms. He serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis approach with diversified portfolios that include mutual funds, ETFs, individual securities, and private equity investments for qualified clients.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Connecticut Wealth Management, Boutin worked at Day Pitney LLP and has academic experience from the University of Connecticut School of Law and College of the Holy Cross. 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 fundamental analysis with strategic asset allocation, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client goals and risk tolerance.

Gregory Miller is a financial advisor at Bradley, Foster & Sargent Inc with 16 years of industry experience. He holds the Series 66 designation and has been with the firm since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services for a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation-first investment approach, combining fundamental and technical analysis to pursue growth at reasonable prices.

Jonathon Torres is a financial advisor at TD Private Client Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Bank of America, Merrill, and TD Bank. His current role is based in Glastonbury, CT. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms and custodians.

Nicholas Yacovone is a Series 66 licensed advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network in Glastonbury, CT. His career includes prior roles at Heritage Capital Advisors and USI Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm manages around $212.7 billion in assets and offers a range of managed-account programs, third-party asset management access, and back-office support services.

Ryan Colleoni is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and GWFS Equities, Inc. Since 2021, he has been advising clients through Assets Groups, LLC in addition to his role at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and clients' savings rates.

Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Timothy Ingalls is a financial advisor at OSAIC Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed using both proprietary and third-party platforms.

Richard Gribinas is a CFP® and ChFC® with 43 years of industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, Primerica Advisors, and Guardian Life Insurance Company. He serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a suite of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Stephen Salmon Jr. is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Aetna. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting services, primarily providing non-discretionary investment recommendations through multiple program structures.

Nicholas Kapelewski is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, The Hartford Investment Management Company, and USI Insurance, among others. Prior to his advisory roles, he was employed in education and entertainment sectors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office support. The firm utilizes a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Brian Dowd is a financial advisor with Commonwealth Financial Network in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has operated Dowd Financial Group LLC since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, compliance, and practice-management support. The firm offers various discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Richard Cardinal is a CFP® with 28 years of industry experience, currently advising at Janney Montgomery Scott. His career includes multiple roles within Janney Montgomery Scott and prior positions at LPL Financial and Private Advisor Group. Cardinal is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Robert Worgaftik is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and more than 47 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 1999. Outside of his advisory role, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices focused on estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, and institutional clients with brokerage, financial planning, and advisory services that include model portfolios and digital advisory solutions.