Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously held positions at American Portfolios Financial Services, Inc. and Merrill. Outside of his advisory role, he is also licensed as an insurance agent with Highland Capital Brokerage. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and both wrap and non-wrap advisory programs, utilizing client-specific investment policies with a focus on mutual funds, ETFs, long-term purchase strategies, and third-party manager allocations.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Dana Esposito is a Series 65-licensed advisor with Happiness in Retirement in Watertown, CT. She has prior experience at Del-Sette Capital Management, LLC, Powell Financial Planning and Tax Services, and the Law Office of Julia M. Brown, LLC. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, along with fundamental and technical analysis, and integrates planning, estate-planning technology, and tax work into client engagements.

Coty Shean is a financial advisor at Fiscal Wisdom Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Northwestern Mutual in various capacities from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments. The firm offers both discretionary and non-discretionary management, facilitates third-party manager referrals, and conducts educational seminars and workshops.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with a Series 65 credential and two years of industry experience. She has worked at Fiscal Wisdom since 2020 and previously held roles at Beachbody and Edward Jones. Martin also serves as an associate assisting with operations at Chadwick Financial Advisors. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm constructs tailored portfolios using a variety of investment strategies and offers financial planning in areas such as retirement, tax, estate, and business succession.

Ann Marie Ocone is a CFP® with 16 years of industry experience and is currently with New England Capital Financial Advisors LLC. She previously worked for Purshe Kaplan Sterling Investments for 10 years. Outside of her advisory role, she serves as a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and is known for its active seminar and workshop programs related to pension consulting and participant education.

Henry Peterson is a financial advisor with Medallion Wealth Advisors, LLC in Farmington, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Medallion Wealth Advisors since 2015 and previously with American Portfolios Financial Services, Inc. He is also involved in coaching with Farmington Public Schools. Medallion Wealth Advisors serves individuals, families, and institutional clients such as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a long-term investment approach across mutual funds, ETFs, equities, and fixed income, and incorporates third-party investment managers when appropriate.

Matthew Carreras is a CFP® professional affiliated with New England Capital Financial Advisors LLC, bringing three years of industry experience. His background includes real estate roles at Keller Williams Realty and Re/Max, as well as managing a real estate consulting and property management company, Wellspring Group LLC. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis, strategic asset allocation, and mutual fund/ETF selection to implement client-specific investment policies, supported by ongoing monitoring and educational programs.

Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Thomas Sliney is a CFA® charterholder with 11 years of experience at Bay Colony Advisors. He serves on the boards of Grace Academy, Watkinson Prisoners Aid Society, and the Sister Parish Committee at St. Patrick-St. Anthony Church, where he has responsibilities related to financial oversight and reporting. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and family office services. The firm’s investment approach centers on fundamental analysis and long-term strategies, combined with access to model portfolios and third-party sub-advisers.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

Jeffrey Davis is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Outside of his advisory work, he volunteers as a soccer coach for the Bristol Soccer Club. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets and serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow with a combination of internally developed models and third-party managers to manage client portfolios across multiple custodians.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. In addition to his advisory role, he is an independent insurance agent selling fixed insurance products. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.