Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Reynolds is also licensed as an insurance agent specializing in life, accident, health, variable life, and variable annuity products. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analytical methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Austin Van Winkle is a financial advisor at HT Partners LLC with eight years of industry experience. He holds a Series 65 designation and has been with HT Partners since 2018. Prior to his advisory career, he worked full-time in education for sixteen years. HT Partners provides fee-based wealth management and financial planning services primarily for family offices and high-net-worth individuals. The firm focuses on customized investment programs and coordinates with external legal, accounting, and risk management professionals to offer multifamily office support.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of experience. He holds a Series 65 designation and has operated a CPA firm since 1987. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners provides fee-based wealth management and financial planning services primarily for family offices, ultra-high-net-worth, and high-net-worth individuals. The firm offers customized investment programs and coordinates with outside professionals to provide multifamily office support and portfolio management on both discretionary and non-discretionary bases.

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms including BFMI & BFMCL and Concert Wealth Management, and he is involved with Dunhill Financial Ltd as well as serving as secretary of the Adrian Leeds Group. Dunhill is a board member of the American Club of Brussels and the Sharkey Foundation and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a mix of charting, fundamental, technical, and cyclical analysis, employs both long- and short-term strategies, and maintains a substantial non-U.S. client base.

Jack Wheeler is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart and held various roles related to education and community recreation. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth clients. The firm employs customized investment strategies based on client-specific Investment Policy Statements and offers multifamily office support and coordination with external professionals.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency serving clients in Centerbrook, CT. HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices and high-net-worth individuals. The firm offers customized investment programs and coordinated financial planning, often integrating trustee and executor roles alongside multi-disciplinary professional support.

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

Kamaljit Somal is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 65 license and having four years of industry experience. His career includes roles at Dunhill Financial, Ltd. and Dunhill Financial, LLC, as well as service with the Royal Air Force. Lansdowne Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis in its investment approach and manages approximately $227.7 million in discretionary assets.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and supports financial planning with RightCapital software.

Devin Bourque is a CFP® with 12 years of industry experience and has been with HT Partners LLC since 2013. He serves as Director and Vice President of Essex Insurance Group, Inc., an independent insurance agency. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm provides wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinating with third-party legal, tax, and family governance specialists.

Robert Marcinek is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His career includes roles at Essex Financial Services since 2013 and The Leaders Group Inc since 2021. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm implements long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and outside managers, applying ongoing due diligence to align investments with client objectives.

Carl Reidemeister is a financial advisor at St. Bernard Financial Services, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining St. Bernard, he worked at Brooklight Place Securities for eight years and has owned Financial Consulting, LLC since 1987. He also owns Xtreme Mobile Adventures, a business involved in advertising and marketing outdoor products. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and client involvement in portfolio decisions.

Anthony Vocalina III is a financial advisor at Essex Financial Services, Inc. with 35 years of industry experience. He previously worked at Parkland Securities Company, LLC for seven years before joining Essex Financial Services in 2021. He holds a Series 63 license and is also an insurance agent for the firm, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers when appropriate.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Jeffrey Ludka is a Series 65-licensed advisor with Essex Financial Services, Inc. in Essex, CT, bringing three years of industry experience. His prior roles include positions at Lighthouse Financial Management and JB Capital, LLC. Outside of advisory work, he has been an insurance agent affiliated with Essex Financial Services. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

David La May is a CFP® with 34 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2010 and worked previously at The Leaders Group Inc. in 2021. In addition to his advisory role, he serves as an adjunct professor of finance at Central Connecticut State University and volunteers as an EMT and marine operator in Old Saybrook, CT. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and portfolio management services, utilizing long-term, diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and outside managers when appropriate.