David Rogers Jr. is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at LPL Financial, Citizens Securities, Inc., and Infinex Investments, Inc. Rogers also has a long history with Gateway Financial Partners and Naugatuck Savings Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and independent managers, and manages both discretionary and non-discretionary portfolios.

Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Louis Czerwinski is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with PKSA d/b/a Allegiant Wealth Management since 2019 and previously worked at VOYA Financial Advisors, LPL Financial, and Investacorp Advisory Services. Outside of his advisory role, he volunteers to prepare taxes for elderly and low-income individuals in the community. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. 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, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, and Robert Hensley and Associates. Outside of her advisory work, she serves as a riding instructor at Spirithorse Therapeutic Riding Center and is involved with local nonprofit and community organizations, including co-chairing Gifts for Canton and participating on the investment committee of the Chrysalis Center. The Patriot Financial Group provides customized investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a mix of analytical approaches and independent managers to tailor portfolios according to client goals and risk tolerance, offering a broad range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

Zachary Chernus is a CFA® charterholder with three years of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and customized solutions, utilizing various investment vehicles and oversight by an Investment Policy Committee.

Adrian Andreotta is a CFP® with 15 years of industry experience, currently serving at OSAIC Institutions, Inc. He previously worked at Infinex Investments, LPL Financial, and Wells Fargo in various capacities over the past 15 years. Outside of his financial advisory role, he is the owner and captain of a charter fishing boat, which he plans to operate starting in May 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisor representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Richard Gribinas is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with Guardian Life since 1999 and has longstanding involvement with McCracken, Worgaftik & Co. in addition to his current role. Gribinas is also engaged with group medical products through MW Group Benefits Inc. He works at Guardian Life, a firm that provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Robert Worgaftik is a financial advisor at Guardian Life with 47 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advisory, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices related to estate planning. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party solutions, and digital advisory platforms.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Emily Burr is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Kestra Advisory and its affiliated firms since 2003. In addition to her advisory role, she consults on compliance and plan design features for third-party administrative clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting both discretionary and non-discretionary fiduciary engagements.

Craig Feinberg is a financial advisor at Guardian Life with 24 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory work, he is involved with the Make-A-Wish Foundation of Northern New Jersey, leading a 501(c)(3) agency golf outing to benefit the organization. He also serves as a member of the Planning Board of Tenafly, New Jersey. Guardian Life’s Park Avenue® Wealth Management platform serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a broad range of financial planning and consulting services, leveraging proprietary programs and third-party solutions.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.