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.

Robert Hammond is a CFP® with 26 years of industry experience and is affiliated with Hammond Iles Wealth Advisors in Wethersfield, CT. His career includes roles at Purshe Kaplan Sterling Investments and Ceros Financial Services, alongside his longstanding work at Hammond Iles Wealth Advisors. Outside of his advisory duties, he serves on nonprofit boards and advisory committees, including the Connecticut Forum and Connecticut Community Care, and is involved in leadership roles at Westminster Presbyterian Church and Blood Cancer United. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning to individuals—including high-net-worth clients—as well as corporations and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory and tax-aware strategies, typically using ETFs and mutual funds with periodic rebalancing.

Jeffrey Sobon is a financial advisor at Johnson Brunetti with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MML Investors Services, Inc. from 2000 to 2022. Outside of his advisory role, he is a musician and has been a bassist since 1995. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and employs a fundamental analysis approach tailored to clients’ financial situations and risk tolerances.

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.

Scott Iles is a financial advisor with Hammond Iles Wealth Advisors and holds the Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Ceros Financial Services, Inc., and Kelly Financial Group, LLC. Outside of advisory work, he is involved with Financial Freedom Centers, LLC, a partnership focused on owning and leasing commercial real estate. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning services to individuals, corporations, and other entities. The firm manages approximately $475 million in assets using a long-term, asset-allocation approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Alex Hubbard is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with multiple firms including KeyBank and JN Financial LLC. Hubbard is also an insurance agent through JN Financial’s affiliated insurance agency. Johnson Brunetti is a multi-adviser firm serving individuals, corporations, pension plans, and trusts with discretionary asset management, financial planning, and consulting services. The firm applies fundamental analysis to tailor portfolios to client needs and manages approximately $2.78 billion in 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.

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.

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.

Margaret Hubbard is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group provides discretionary investment management to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, using fundamental analysis and a mix of equity and fixed-income strategies.

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.

David Primozich is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Sovereign Financial Group, Inc., where he has worked since 2020, and has held roles at Purshe Kaplan Sterling Investments and Stone Arch Wealth Advisors since 2016. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm uses a primarily long-term, portfolio-focused approach with a mix of low-cost mutual funds, ETFs, individual securities, and derivatives, supported by fundamental, technical, and AI analysis.

Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and nine years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, applying fundamental analysis to manage accounts on a discretionary basis.

David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.

Heath Grossman is a CFP® with 23 years of industry experience, currently part of the Johnson Brunetti team in Wethersfield, CT. His work history includes roles at JN Financial LLC, JB Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. He also engages in the sale of life and health insurance and fixed annuities on a part-time basis. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis tailored to client-specific financial situations and risk tolerances.

James Allen is a financial advisor at Cornerstone Planning Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies LLC and New York Life Insurance. Allen is also involved in life insurance sales through his own firm, Allen Financial Group. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on passive investment strategies using low-cost mutual funds and ETFs while tailoring asset allocation to client goals and risk tolerance.

Robert Berlinski is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT. He holds a Series 65 designation and has five years of industry experience, having worked with AdviceOne since 2014. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth individuals, 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 focused on long-term returns, risk, and correlations.

Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies aligned with clients’ financial situations and risk tolerances.