Gregory Macko is a financial advisor at Buell Investment Advisors with 33 years of industry experience. His career includes roles at Merrill, Bank of America, Buell Securities, and LPL Financial. He holds Series 63 and Series 65 licenses. Buell Investment Advisors provides financial planning and portfolio management services to individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, risk-focused investment approach using fundamental and technical analysis, offering primarily non-discretionary managed accounts with some discretionary authority in specific cases.

Robert Roy Jr. is a CFP®, ChFC®, and holds a Series 66 license, with 21 years of industry experience. He is associated with Somnio Financial Group, LLC, where he has worked since 2015. Somnio Financial Group, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary investment management, financial planning, and consulting. The firm primarily uses exchange-traded funds and integrates tax and planning considerations into its advice, managing approximately $168.3 million for around 103 clients.

Josh Altman is a financial advisor at Johnson Brunetti with a Series 66 designation and eight years of industry experience. He has held positions at multiple firms including Charles Schwab, TD Ameritrade, and Digital Federal Credit Union. In addition to his advisory work, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a financial advisor at Johnson Brunetti with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Voya Financial Advisors, Integrated Wealth Concepts, and LPL Financial. In addition to advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies implemented with trading discretion.

Alejandro Gomez is a CFP® and CFA® with eight years of industry experience. He has been with Rossmore Private Capital, LLC since 2017 and previously worked at Bank of America from 2006 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often using independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

Andrew Baldassarre is a CFA® charterholder with 25 years of industry experience. He has worked at Rossmore Private Capital, LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. He serves on the board of Village for Families and Children, a social services organization in the Hartford area. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often utilizing independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Brett Larocque is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank and TD Canada Trust. In addition to his advisory role, Larocque sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and emphasizes fundamental analysis with tailored portfolio strategies.

Matthew Salem is a financial advisor at Johnson Brunetti with a Series 65 credential and three years of industry experience. He previously worked at Sentinel Asset Management LLC and Bankers Life, among other roles. Salem also sells life insurance and fixed annuities through an affiliated insurance company, JN Financial. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, written financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis and tailors investment strategies to clients' financial situations and risk tolerances.

Jakob Hudanish is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 license and two years of industry experience. Prior to joining Johnson Brunetti and JB Capital LLC in 2024, he worked at Brown and Brown Insurance for one year. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti (JB Capital) is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach relies on fundamental analysis, implementing tailored long- and short-term portfolio strategies aligned with clients’ financial situations and risk tolerances.

Olivia Grossman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at AdviceOne Advisory Services, LLC. She previously worked at The Vanguard Group, Inc. for six years and has held roles at Randstad, the Tuck School of Business at Dartmouth, Securities Service Network, and AdviceOne LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing open-ended mutual funds and proprietary asset-allocation models focused on long-term risk and return.

Robert Hammond is a CFP® with 26 years of industry experience and is affiliated with Hammond Iles Wealth Advisors in Wethersfield, CT. His career includes roles at Purshe Kaplan Sterling Investments and Ceros Financial Services, alongside his longstanding work at Hammond Iles Wealth Advisors. Outside of his advisory duties, he serves on nonprofit boards and advisory committees, including the Connecticut Forum and Connecticut Community Care, and is involved in leadership roles at Westminster Presbyterian Church and Blood Cancer United. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning to individuals—including high-net-worth clients—as well as corporations and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory and tax-aware strategies, typically using ETFs and mutual funds with periodic rebalancing.

Jeffrey Sobon is a financial advisor at Johnson Brunetti with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MML Investors Services, Inc. from 2000 to 2022. Outside of his advisory role, he is a musician and has been a bassist since 1995. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and employs a fundamental analysis approach tailored to clients’ financial situations and risk tolerances.

Scott Iles is a financial advisor with Hammond Iles Wealth Advisors and holds the Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Ceros Financial Services, Inc., and Kelly Financial Group, LLC. Outside of advisory work, he is involved with Financial Freedom Centers, LLC, a partnership focused on owning and leasing commercial real estate. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning services to individuals, corporations, and other entities. The firm manages approximately $475 million in assets using a long-term, asset-allocation approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Alex Hubbard is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with multiple firms including KeyBank and JN Financial LLC. Hubbard is also an insurance agent through JN Financial’s affiliated insurance agency. Johnson Brunetti is a multi-adviser firm serving individuals, corporations, pension plans, and trusts with discretionary asset management, financial planning, and consulting services. The firm applies fundamental analysis to tailor portfolios to client needs and manages approximately $2.78 billion in assets.

Tyler Gazdik is a financial advisor at AdviceOne Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including PDC, Inc. and PVCU prior to joining AdviceOne. His background also includes time at Old Navy and Rochester Institute of Technology. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using open-ended mutual funds and proprietary asset-allocation models, and conducts manager due diligence as part of its portfolio construction process.

Heather Atkins is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She is currently with Johnson Brunetti and has prior experience at Libertas Wealth Management Group. Atkins is also licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.