Brian Sheehan is a CFP® with 10 years of industry experience, currently serving as an advisor at Rossmore Private Capital, LLC since 2017. Prior to Rossmore, he worked at Merrill from 2014 to 2017 and Bank of America, N.A. from 2007 to 2017. He serves as a director and board chair of Malta House of Care, a charitable organization providing primary care medical services to uninsured residents in the greater 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 employs a customized asset allocation approach, often utilizing independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Michael Grossman is a CFP® with 35 years of experience in the financial services industry. He has been with AdviceOne Advisory Services, LLC since 2000 and previously worked at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory work, he is involved in entrepreneurial coaching through AdviceOne Empowerment Coaching LLC, where he provides business coaching to financial advisors. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm emphasizes a dual-portfolio approach using equity and fixed-income sleeves, relying on mutual funds, proprietary asset-allocation models, and manager due diligence.

Ronald Williams Jr. is a CFP® with 36 years of industry experience, currently serving at Empower Financial Advisory, LLC since 2021. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. He is also licensed as an insurance producer. Empower Financial Advisory, LLC 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 as of the end of 2025.

Anita Roberts is a financial advisor with AdviceOne Advisory Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with AdviceOne since 2007. Outside of her advisory work, Roberts is an independent consultant for Mary Kay, selling skin care and cosmetics, and serves as a coaching liaison for AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios combining equity and fixed-income strategies using mutual funds and proprietary asset-allocation models, with a focus on long-term returns and risk management.

Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers 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 proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Paul Bandurski is a CFP® with 26 years of industry experience, currently serving at Symmetry Partners. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Thrivent Investment Management, and Ameriprise. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers various model portfolios, outsourced reporting, and tax-aware transition services.

Gordon Forgione is a financial advisor with Foundations Investment Advisors LLC in Glastonbury, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory work, he owns and operates an insurance sales business, Midstate Insurance and Financial Services, doing business as Summit Retirement Solutions. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios and an asymmetric rebalancing approach.

Kevin O'Connor is a financial advisor with Navy Federal Investment Services, LLC who holds a Series 66 designation and has 13 years of industry experience. He has worked with Navy Federal Investment Services and affiliated entities since 2016, and previously with OSAIC Institutions, Inc. from 2014 to 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs utilizing third-party portfolio managers and provides both discretionary and automated investment options.

Ronald Tine is a financial advisor at StoneX Advisors Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining StoneX Advisors in 2015, he worked at Guardian Life and has operated his own insurance agency, RJ Tine Associates LLC, where he serves as an insurance agent specializing in life, disability, group health, long-term care, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes both independent advisors and an in-house Private Client Group to deliver investment strategies through various models and third-party money managers.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VP Distributors LLC and Virtus Investment Partners for ten years. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and offers a range of model portfolios, separately managed accounts, and sub-advisory services.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual stocks, bonds, and independent managers.

Matthew Hamel is a financial advisor at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtus Investment Partners and VP Distributors Inc. Since 2025, he has served as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a range of clients including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and distributes its strategies through unaffiliated broker-dealers, RIAs, and direct clients.

Cole Connelly is a financial advisor with Symmetry Partners holding a Series 65 designation. He has been with Symmetry Partners since 2021. Prior to joining the firm, he held positions at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and provides its strategies through multiple channels, including proprietary mutual funds and ETFs.

Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.