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.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Purshe Kaplan Sterling and LPL Financial. Outside of advising, he operates an independent insurance agency offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses through a two-advisor team. The firm provides discretionary portfolio management and financial planning, employing investment strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals as needed.

Ryan Orr is a financial advisor at Briggs Wealth Management, Inc. in Glastonbury, CT. He holds a Series 65 designation and has been working in the industry since 2026. Prior to joining Briggs Wealth Management, he held various roles including positions at Bentley University, General Dynamics Electric Boat, and Ram Island Yacht Club. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor services and tax preparation, using a long-term investment approach with an emphasis on tax efficiency and cash management.

Thomas Rianhard is a financial advisor at Budnick Capital, LLC with 11 years of industry experience. He holds a Series 65 credential and has previously worked at PASI Investments, LLC and BK Capital LLC, where he serves as Vice President and Market Strategist. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA/pension consulting and public education offerings while primarily acting as a fiduciary oversight and liaison rather than directly managing client assets.

Josh Altman is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and TD Ameritrade. In addition to his advisory role, 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 client assets. The firm serves individuals, corporations, pension plans, and trusts, providing discretionary asset management, financial planning, and consulting with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at JN Financial and JB Capital, LLC since 2018, and previously at Integrated Wealth Concepts LLC, LPL Financial, and VOYA Financial Advisors. Outside of advisory work, he is licensed to sell life insurance and fixed annuities through an affiliated insurance company. He is part of Johnson Brunetti, a multi-adviser firm managing approximately $2.78 billion in client assets. The firm provides discretionary asset management, financial planning, consulting, and referrals, serving individuals, corporations, pension plans, and trusts with portfolio advice based on fundamental analysis tailored to client risk tolerances.

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.

David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

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.

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 five years of industry experience. He holds the Series 66 designation and has worked at KeyBank, TD Canada Trust, and Royal Bank of Canada. Outside of his advisory role, he is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, financial planning, consulting, and referrals to third-party money managers, with investment strategies based on fundamental analysis tailored to client needs.

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.

Jeffrey Sobon is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include a long tenure at MML Investors Services, Inc. He is also a musician who has performed as a bassist since 1995. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies and manages approximately $2.78 billion in client 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.

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.