Ruth Gretz is a CFP® with 11 years of industry experience, currently serving as an advisor at MJP Wealth Advisors. Her prior roles include positions at HighTower Securities and operating her own CPA practice focused on professional licensing and affiliations management. She is also the sole owner of Lambert Solutions, a consulting business for CPA license maintenance and networking. Additionally, Gretz holds several volunteer roles involving financial oversight for nonprofit and community organizations in Connecticut. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by offering asset management, financial planning, and retirement consulting, combining proprietary model portfolios with customized client solutions. The firm manages approximately $1.56 billion in discretionary assets and emphasizes principal preservation through diversified investment strategies and regular portfolio monitoring.

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.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Paul Litchfield is a financial advisor at Claro Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Claro Advisors since 2017, after four years at Ferris Capital. Litchfield serves as a board member of the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental analysis and long-term investment approach, incorporates AI tools, and offers specialized strategies and portfolio overlays, including management of pooled investment vehicles for qualified investors.

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.

Are you a Young Professional… …in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing? …who would like a coach to hold you accountable to your financial commitments? …who could use help creating goals, paying down debt, and starting a savings and investing plan? …who wants to make the most of your salary and company benefits? …who would like direction on how best to protect you and your loved ones with insurance and wills? What is SAGEbroadview Wealth Management for a Young Professional? As a young professional, investing in your future is the single most important financial step you can take. This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it. Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it. Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout. Professional Background I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT. In July 2021, I was promoted to Partner. I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout. I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. Personal Background I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since. Read Christopher’s blog here: https://sagebroadview.com/blog-2/

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.

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.

Michael Stamos is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes positions at Arete Wealth Management LLC and Royal Alliance. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return across a diversified range of asset classes.

Daniel Lester is a CFP®-designated financial advisor with six years of industry experience, currently at SageBroadview Wealth Management, LLC. His background includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management is a team-based advisory firm serving individuals, trusts, and estates with integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program. The firm emphasizes a long-term, diversification-driven investment approach using Modern Portfolio Theory, with portfolios incorporating strategies from Dimensional Fund Advisors, mutual funds, and ETFs.

Theodore Kaplan is a financial advisor at MJP Wealth Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MJP Wealth Advisors since 2010, previously with Arete Wealth Management and Royal Alliance Associates. In addition to his advisory role, he owns and actively works in Kaplan Insurance Group, an insurance sales business. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and a blend of bottom-up selection, technical analysis, and intermarket research.

Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63, 65, and 66 credentials and bringing 21 years of industry experience. He previously worked at LPL Financial from 2017 to 2021 and has been with MJP Associates, Inc. since 2021. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting, along with an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, tax-sensitive strategies, and a combination of proprietary and third-party models.

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.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

Michele Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her work history includes roles at Arete Wealth Management LLC, MJP Associates, Inc., and Royal Alliance Associates. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through a diversified investment approach and integrates automated advisory platforms alongside its multi-advisor team.

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.