Jeffrey Liguori is a financial advisor at Bradley Foster & Sargent Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Napatree Capital LLC and People's Securities, Inc. Outside of his advisory role, he serves as a board member and chief volunteer officer for the Ocean Community YMCA. Bradley Foster & Sargent Inc is a multi-team firm with 30 advisors, serving clients through a collaborative investment approach.

Robert Bradley III is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc. in Hartford, CT. He has 31 years of industry experience and has been with Bradley, Foster & Sargent since 1994. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios totaling approximately $9.07 billion and employs an investment approach focused on individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price strategy.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including The Leaders Group Inc and several affiliated Simplicity entities. Outside of his advisory role, Murphy serves on the board of Honor Flight CT, an organization that arranges trips to Washington DC for veterans. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for advisers through its managed account platform.

David Dixon Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Bradley Foster & Sargent Inc. He previously worked at Wilmington Trust for ten years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a majority of high-net-worth clients. The firm manages discretionary portfolios emphasizing individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price strategy, while also acting as adviser to a registered mutual fund and managing private investment funds.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

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. Outside of advising, he is a limited partner in Bookpress Publishing, a book publishing venture. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio management and client solutions.

Hayden Mc Guinness is a financial advisor at Bradley Foster & Sargent Inc with a Series 65 designation and two years of industry experience. He joined the firm in 2024 after completing four years at Columbia University. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm manages both individual and pooled investment accounts, emphasizing long-term capital preservation and growth at reasonable prices through a combination of fundamental and technical analysis.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

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 experience dating back to 2020. She previously worked at Financial Connections Group, Inc. for six years and has held roles in educational and community foundation settings. 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 relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates various technologies to support its portfolio strategies and client services.

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 Series 65 licensed advisor at Symmetry Partners with one year of industry experience. His prior roles include positions at 401k Belay, The Church of Jesus Christ of Latter-day Saints, and various public service organizations. He is also involved in 401(k) servicing and administration. Symmetry Partners provides 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 utilizes a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts.

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 one year of industry experience. She holds a Series 65 designation and previously worked at Day Pitney LLP and the University of Connecticut School of Law. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is primarily long-term and based on fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, and Robert Hensley and Associates. Outside of her advisory work, she serves as a riding instructor at Spirithorse Therapeutic Riding Center and is involved with local nonprofit and community organizations, including co-chairing Gifts for Canton and participating on the investment committee of the Chrysalis Center. The Patriot Financial Group provides customized investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a mix of analytical approaches and independent managers to tailor portfolios according to client goals and risk tolerance, offering a broad range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

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.

Angelo Pietri is a Series 66 credentialed financial advisor with 11 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has been with infinex Investments, Inc. since 2015. Outside of his advisory work, he assists with a photography business co-founded by his spouse and owns a financial education seminar business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

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.