Charles Olson is a CFP® professional with 17 years of experience in financial advisory services. He is currently with Connecticut Wealth Management, LLC and has previously held roles at People’s United Advisors, Wilmington Trust, and other firms. Olson serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management provides comprehensive 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 a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Day Pitney LLP and the University of Connecticut School of 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 uses a long-term, fundamental analysis approach combined with strategic asset allocation and offers a range of investment options including no-load mutual funds, ETFs, individual securities, and alternative investments.

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 with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at TD Bank N.A., Santander Securities, LLC, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

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.

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 with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, and Cetera Advisors, among others. He is based in Windsor, Connecticut. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base ranging from individuals and retirement plans to corporate, charitable, and sovereign wealth fund clients. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and platform integrations to provide access to alternative investments and structured products.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein 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 provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Stephen Salmon Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Score Priority, Equitable Advisors, Aetna, and the University of Hartford. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios combining in-house and external strategies, delivering both discretionary and non-discretionary management through a large network of advisers.

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.

Philip Nemphos is a financial advisor with Commonwealth Financial Network based in Manchester, CT. He holds Series 63 and Series 65 credentials and has nine years of industry experience. He has been affiliated with Murray, Montovanni, Nemphos & Tierinni since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Eric Spooner is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA and its affiliated entities since 2001. Outside of his advisory work, he serves as an independent insurance agent, selling fixed life, annuity, and long-term care insurance when appropriate. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategies with technology-driven tools.

Eric Hutchinson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Commonwealth Financial Network since 1987 and also operates Hutchinson Financial Services, LLC, a securities and insurance business he founded. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Patrick Morrissey Jr. is an investment advisor representative at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is also involved as an employee at Schuster Driscoll, LLC dba The Schuster Group, where he provides sales assistance in the insurance sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jack Alissi is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and five years of industry experience. He has worked at Omnica Wealth and CIG Private Wealth Management prior to his current role. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

George Henry Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 65 and Series 63 credentials and having one year of experience with the firm. He has a long career as a member of the CPA firm Henry, Raymond, Morin & Thompson, LLC, dating back to 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing customized portfolios with a combination of mutual funds, ETFs, individual equities, and fixed income, and balances long-term strategies with shorter-term portfolio adjustments.

Francis Leblanc is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for nine years. In addition to his advisory role, he operates as an independent insurance agent selling and servicing fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing investment policy statements, model portfolios, and technology tools, with many programs managed on a non-discretionary basis alongside select discretionary arrangements.

Jenna Fiore is a financial advisor at Janney Montgomery Scott LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Janney in 2026, she worked at Wells Fargo Clearing for 10 years and Equitable Advisors for one year. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.