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 37 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. Fierston Financial Group’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, using diversified allocations primarily composed of no-load mutual funds, ETFs, individual equities, and fixed income securities.

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.

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.

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 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 30 years of industry experience. He has been with Hartford Financial Management, Inc. since 1996. Hartford Financial Management, Inc. serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm offers comprehensive investment management and financial planning, with a distinctive focus on banking and thrift institutions through interest-rate risk management, balance-sheet support, and educational workshops.

Jared Costigan is a CFP® professional at SLP Wealth with five years of industry experience. Prior to joining SLP Wealth in 2023, he held roles at Wealthspire Advisors, Private Capital Group, LLC, and Coyle Financial Counsel. Jared also works as a student loan consultant with Student Loan Planner, assisting borrowers with federal and private loan payoff and forgiveness strategies. SLP Wealth is an SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals and small-business owners. The firm utilizes diversified, risk-based portfolios with no-load mutual funds and ETFs and offers additional services including 401(k) plan support and tax preparation.

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.

Marissa Fierston is a CFP® with five years of industry experience, currently serving with Fierston Financial Group Inc. She previously worked at Vanguard for four years and has experience at both Wampanoag Country Club and Elon University. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm follows a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified allocations primarily through no-load mutual funds and selective ETFs, equities, and fixed income securities.

Linda Morel is a Series 65-licensed financial advisor with 12 years of industry experience, currently working at Yhb Investment Advisors Inc in West Hartford, CT. She has been with Yhb Investment Advisors since 2004. Yhb Investment Advisors provides discretionary portfolio management services to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and specialized trustee services.

Anna Case is a CFP® with three years of industry experience, currently serving as an advisor at Founders Capital Management, LLC. Prior to joining Founders Capital, she held roles at Morgan Stanley & Co. LLC and Macquarie Capital (USA) Inc. Founders Capital Management provides investment advisory services primarily to individuals, charitable organizations, and business entities, employing a bottom-up, fundamental analysis approach focused on intrinsic value. The firm manages portfolios with a concentrated set of holdings and emphasizes long-term strategies combined with selective trading and fixed-income positioning.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Nathanial Chandler is a Series 65-licensed financial advisor with YHB Investment Advisors Inc in West Hartford, CT, having three years of industry experience. His prior work includes roles outside the financial sector at companies such as H&R Block and UPS. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment approach with diversified allocations, independent research, and credit-conscious fixed-income management.

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.