Brian Beck is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Arkadios Capital and OSAIC, and has been with Wealth Management Group of North America, LLC since 1995, where he also serves as CFO and president. In addition to his advisory role, Beck is involved in insurance sales and asset-based lending for clients. Wealth Management Group of North America, LLC serves individuals, families, pension plans, and businesses, providing financial planning, tax services, and both fee-based and commission-based investment management. The firm uses a customized strategic asset allocation process and often employs third-party money managers, combining discretionary and non-discretionary management with commissionable securities and insurance products.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu Financial Services and other firms since 2016. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm manages assets through a two-advisor team, employing strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals when required.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC in Somers, CT, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling for 11 years and has been involved with Beaulieu & Associates since 2000. In addition to his advisory role, he operates as an independent insurance agent offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across 55 client relationships, employing a combination of fundamental, technical, and cyclical investment methods and offering comprehensive planning programs.

David Rusch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He has been a principal at Tittmann & Rusch, LLC since 2001. Tittmann & Rusch, LLC provides comprehensive financial planning primarily to active and retired business executives, often working with clients through corporate perquisites. The firm emphasizes corporate benefit utilization and personal financial modeling, focusing on fixed-fee or hourly billing rather than asset management or discretionary portfolio services.

Peter Tittmann is a CFP® professional with 33 years of experience, currently serving at Tittmann & Rusch, LLC, a firm he has been with since 2001. The firm focuses on comprehensive financial planning, primarily for business executives, both active and retired. Tittmann & Rusch offers planning services that emphasize corporate benefit utilization and personal financial modeling, providing written recommendations and coordination with other advisors as needed. The firm uses fixed fees or hourly rates and concentrates on planning work rather than asset 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.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

Carl Peterson is a financial advisor at LRI Investments with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes long tenures at Lindberg & Ripple and M HOLDINGS SECURITIES, Inc. He serves on the Board of Trustees for The Bushnell Performing Arts Center in Hartford, CT. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm’s team of 25 manages approximately $2.78 billion across client accounts with portfolios customized to asset-allocation objectives, generally emphasizing mutual funds, ETFs, and exchange-traded equities with a long-term approach and regular reviews.

Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Carolyn Paldino is a financial advisor at Conifer Investments Ltd with 31 years of industry experience. She has been with Conifer Investments since 1991. Conifer Investments provides advisory services primarily to individuals, families, trusts, and endowments, focusing on asset allocation supported by fundamental, technical, and cyclical analysis. The firm manages a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, with an emphasis on client trade approval.

Thomas Sliney is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2015. He is a board member and finance committee member of Grace Academy, a tuition-free school for girls, where he oversees investment portfolio management. Additionally, he holds board and treasurer roles at the Watkinson Prisoners Aid Society and the Sister Parish Committee of St. Patrick-St. Anthony Church. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by other asset classes when appropriate, and manages approximately $1.26 billion in client assets across about 30 advisors.

Nathan Fierston is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Fierston Financial Group Inc, where he has worked since 2026. His prior roles include positions at Clearview Wealth Management and Vanguard Advisors, as well as experience with Vanguard Marketing Corporation and educational institutions such as Elon University and Watkinson School. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach follows Modern Portfolio Theory with a buy-and-hold strategy, primarily using no-load mutual funds and, in limited cases, ETFs, individual equities, and fixed income securities.

Eric Cheyne is a financial advisor with Medallion Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Medallion Wealth Advisors since 2010 and is currently affiliated with Osaic Wealth, Inc. Cheyne serves as a board member and chair of the finance committee at Laurel Oak Country Club, a nonprofit organization. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm provides portfolio management, financial planning, and consulting services, using a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and third-party managers when appropriate.

Eric Anderson is a financial advisor with HFM Wealth Management in Hartford, CT, holding 29 years of industry experience. He has worked at Hartford Financial Management, Inc. since 1996. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate clients. The firm provides portfolio management and comprehensive financial planning, employing customized investment plans and discretionary portfolio management that may include individual securities, mutual funds, ETFs, and dynamic hedging strategies.

Jared Costigan is a CFP® professional at SLP Wealth with four years of industry experience. He has worked at several firms, including Wealthspire Advisors and Private Capital Group, LLC. In addition to his advisory role, Jared provides student loan consulting as a Student Loan Planner, assisting borrowers with payoff and forgiveness strategies. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios and offers additional services such as tax preparation and 401(k) plan management.

Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.

Timothy Rich is a CFA® charterholder with two years of industry experience. He currently works at YHB Investment Advisors Inc and previously held positions at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans through a team-based process that includes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and manages a donor-advised fund.

Joseph Mitchell is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining YHB, he worked in various roles at companies including Raytheon, Collins Aerospace, Turner Construction, Carrier Corporation, the University of Connecticut, and Electric Boat Corporation. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm uses a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews.

Carie Hodel is a financial advisor at RMC Investment Advisors with a Series 65 designation and over 20 years of experience, including a long tenure at Torrington Savings Bank. She has been with RMC since 2025. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes individually constructed equity and fixed-income portfolios and offers trustee and administrative services for legacy accounts.