Ruth Gretz is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MJP Wealth Advisors. Her prior experience includes roles at HighTower Securities, LLC and a decade operating her own CPA practice. Outside of advising, she owns Lambert Solutions, Inc., a familial consulting business focused on maintaining professional licenses and affiliations, and volunteers in various community roles including serving as vice president of the Middlefield Cemetery Association. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities, managing approximately $1.56 billion in discretionary assets. The firm employs a principal preservation approach within a total-return framework, combining proprietary models and third-party managers to deliver both customized and automated advisory services.

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.

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

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.

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/

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.

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.

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® with six years of industry experience and is an advisor at SageBroadview Wealth Management, LLC. His prior experience includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management provides wealth management, portfolio management, integrated financial and tax planning, and consulting to individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, employs institutional managers, and offers specialized planning services such as stock option and equity compensation analysis.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

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.

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.

Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 66, Series 65, and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at MJP Associates, Inc., LPL Financial LLC, and Principal Financial Services. MJP Wealth Advisors serves individuals—including high-net-worth clients—trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting alongside an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation strategy within a total-return framework, utilizing proprietary models, diversified asset allocations, and tax-sensitive techniques for qualified clients.

Joseph Mercier is a financial advisor at SGL Financial, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services LLC, Barnum Financial Group, and Northwestern Mutual Investment Services LLC, among others. Mercier also has a background that includes four years at Bryant University and experience outside the financial industry. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implements portfolios primarily through third-party money managers, and provides educational materials and coordinated tax-preparation services.

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.