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.

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.

Danielle Francini is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at AdviceOne Advisory Services, LLC since 2017 and previously held roles at Securities Service Network, KeyBank, and WHUS. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm manages over $2 billion in assets and uses proprietary asset-allocation models focused on diversification, with a manager-selection process that includes direct interviews with fund portfolio teams.

James Allen is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance, Eagle Strategies LLC, and Allen Financial Group. Outside of his advisory role, he is involved in brokering life insurance and annuity products through Allen Financial Group. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with fee-only, independent financial advice. The firm uses a disciplined investment approach focused on low-cost passive ETFs and mutual funds, offering discretionary portfolio management, financial planning, and retirement-plan consulting.

Robert Berlinski is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT. He holds a Series 65 designation and has five years of industry experience, having worked with AdviceOne since 2014. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth individuals, 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 focused on long-term returns, risk, and correlations.

Timothy Golas is a financial advisor at Spurstone with 21 years of industry experience. He has been with Spurstone Advisory Services, LLC since 2016. Outside of his advisory role, he is involved with Spurstone Wealth Management, LLC, which offers non-variable insurance products including life, disability, and health insurance. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, discretionary portfolio management, and business owner exit-planning consulting, often implementing investment strategies using third-party managers and SEI’s asset allocation portfolios.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 3D/L Capital Management, 3D Asset Management, and USI Advisors. Freedom Investment Management serves retail and institutional clients, offering discretionary separately managed accounts, model portfolios, and financial planning. The firm uses quantitative, factor-based, and systematic investment approaches combined with passive index funds and ETFs, managing risk through diversified portfolios.

Ariel Hilario is a financial advisor at AdviceOne Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at AdviceOne since 2021, following a brief tenure at Northwestern Mutual. Outside of advising, he works as a pharmacy technician at Walgreens. 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 emphasizing long-term growth and current income through equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence.

Matthew Maclean is a financial advisor at Rossmore Private Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. from 2008 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 based on client goals, often using independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Julie Bruno is a financial advisor at Spurstone with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Elm Advisors, LLC, American Elm Distribution Partners LLC, People's United Advisors, Inc., and People's Securities, Inc. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, portfolio management, and business owner and exit-planning consulting, often implementing investment mandates through discretionary management using third-party models and SEI asset allocation portfolios.

Jaden Fowler is an advisor at Spurstone with a Series 65 credential and approximately one year of industry experience. His prior roles include positions at Northwestern Mutual, Gallagher, and Global Atlantic Financial Group, as well as early career experience at The College of Saint Rose and UConn Avery Point. Outside of financial advising, he has been involved in entrepreneurial ventures such as JF Pressure Washing LLC and SL Auto Detailing. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and business owner and exit-planning consulting, employing third-party managers and SEI asset allocation portfolios to implement investment mandates.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Kathleen Gibilisco is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Securities Service Network from 2007 to 2020 and has been with AdviceOne since 2001. 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 for long-term growth and fixed income for current income, using proprietary asset-allocation models and manager due diligence.

Lori Oblinger is a CFP® and ChFC® with 23 years of industry experience. She is an advisor at Empower Financial Advisory, LLC and has previously worked at Heritage Capital Advisors, Securities Service Network, and Securities America, Inc. Oblinger holds insurance producer licensure and engages in related insurance sales activities. Empower Financial Advisory is a team firm that serves individuals, including high-net-worth clients, trusts, estates, and small businesses, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation and manages over $635 million in discretionary assets.

Nicholas Gerlach is a financial advisor at Empower Financial Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Jasmac Inc, Winfield Funeral Home, Northwestern Mutual, and Mercer. 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.

Theodore Degroot is an advisor at Spurstone with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Spurstone Advisory Services since 2016. Outside of his advisory role, he has ownership interests in an insurance agency and a technology company, though he is not actively involved in day-to-day operations of either. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized consulting on business owner transitions, executive compensation, and concentrated stock management.

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 36 years of experience in the financial advisory industry. He is associated with AdviceOne Advisory Services, LLC, where he has worked since 2000, following prior experience at Securities Service Network, LLC and SSN Advisory, Inc. Outside of his advisory role, Grossman is involved in entrepreneurial coaching for financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm utilizes proprietary asset-allocation models emphasizing diversification and maintains a defined financial-planning process, managing approximately $2 billion in assets.

Ronald Williams Jr. is a CFP® professional with 37 years of industry experience, currently serving at Empower Financial Advisory, LLC. He has held positions at several firms, including Securities America Advisors, Inc. and SSN Advisory, Inc., before joining Empower in 2021. Williams also engages in insurance sales as a licensed producer. Empower Financial Advisory provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, while integrating ongoing financial planning through regular client contact.

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.