Alana Pezzuti is a financial advisor at RMC Investment Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following three years at Wells Fargo Clearing. RMC Investment Advisors provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation with a long-term approach, using independent research to select core equity and fixed-income investments tailored to client objectives.

Carter Dizes is a financial advisor at RMC Investment Advisors with a Series 65 credential and five years of industry experience. His background includes roles at Provident Healthcare Partners, Spinnaker Capital LLC, John Hancock, and Northeastern University. RMC Investment Advisors provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation using independently researched core equity holdings and documented fixed-income guidelines, avoiding tactical asset allocation or market timing.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Galan Daukas is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Ocean View Capital LLC and People's Securities, Inc. Bradley, Foster & Sargent provides investment advisory and financial planning services to high-net-worth individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment strategy, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Charles Willauer is a Series 65-licensed financial advisor with 15 years of industry experience. He currently works at Bradley, Foster & Sargent Inc, joining the firm in 2025 after previous roles at Clearstead Trust, RINET Company, LLC, and Wellesley Investment Partners, LLC. Outside of his advisory role, Mr. Willauer serves as a Trustee for the Thompson Island Outward Bound Education Center, where he chairs the Investment Committee overseeing the organization’s endowment. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and institutions, managing approximately $9.07 billion in assets. The firm follows a long-term, capital-preservation approach with an emphasis on individualized asset allocation and employs both fundamental and technical analysis to pursue growth at reasonable prices.

Michele Matzinger is a CFA® charterholder with four years of industry experience. She has been with Bradley Foster & Sargent Inc since 2021 and worked previously at New England Asset Management from 2008 to 2021. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment approach. The firm also advises pooled investment vehicles and maintains formal ethics and trading oversight policies.

Carole Lynn Saros is a CFP® professional with 30 years of industry experience, currently serving as an Investment Advisory Representative at NWF Advisory Services Inc. Her prior roles include positions at NEXT Financial Group and The Ameriflex Group. She is also the owner of CS Financial Services, LLC, where she provides tax preparation and accounting services alongside financial planning and fixed insurance product sales. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets and serving primarily individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Eugene Daponte Jr. is a financial advisor at Bradley Foster & Sargent Inc with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Bradley Foster & Sargent in 2022, he worked at People's Bank for 22 years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled investment vehicles, including a registered mutual fund and a private investment fund.

Rosa Chen is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc since 2016. She holds Series 63 and Series 65 licenses and is based in Hartford, CT. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Roger Manternach is a Series 65-licensed financial advisor at Bradley, Foster & Sargent Inc. with 16 years of industry experience. He has worked at Bradley, Foster & Sargent since 2008 and previously at Columbia Management Advisors, Inc. for one year. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including management of a registered mutual fund and a private investment vehicle. The firm employs a long-term, capital-preservation focused investment approach using fundamental and technical analysis, guided by an Investment Committee and a comprehensive security Guidance List.

Matthew Landon is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bradley, Foster & Sargent Inc. His prior experience includes roles at Napatree Capital LLC, LPL Financial, LLC, and Commonwealth Financial Network. Landon serves on the boards of several educational and media organizations, including Veritas Prep Charter School and New England Public Media, and holds leadership positions such as president of the Longmeadow Boys Lacrosse Association and GammaRoad Capital Partners. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, managing over $9 billion in assets. The firm emphasizes individualized asset allocation and a capital-preservation first approach, utilizing a blend of fundamental and technical analysis to pursue growth at reasonable prices, and uniquely serves both individual clients and pooled investment vehicles.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Mark Hugo is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior work includes positions at Wrp Investments, Inc., Main Street Management Company, and multiple entities within the StoneX organization. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

Russell Morris is a financial advisor with AlphaStar Capital Management holding a Series 66 designation and five years of industry experience. Prior to joining AlphaStar, he worked at firms including Charthouse Wealth Management, Connecticut River Wealth Management, LPL Financial, and Ameriprise Financial. In addition to his advisory role, he is an insurance agent at Charthouse Wealth Management and serves as a notary. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and quantitative tactical strategies, utilizing subadvisers and exchange-traded products.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.