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.

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.

Matthew Pastor is a financial advisor at Johnson Brunetti with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JB Capital. Pastor is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, written financial planning, consulting, and referrals to third-party money managers, using a portfolio approach based on fundamental analysis tailored to client needs.

Sjaun Sanderson is a financial advisor at Johnson Brunetti with three years of industry experience. He holds a Series 65 designation and has worked with Johnson Brunetti and JB Capital since 2020 and 2021, respectively. Outside of his advisory role, Sanderson sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, and consulting services for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with tailored portfolio strategies, and it utilizes third-party support for model portfolios and administrative functions.

Margaret Aguirre is a financial advisor at Johnson Brunetti with eight years of industry experience. She holds Series 63 and Series 65 designations and has prior experience with Primerica Advisors and Hartford Public Schools. Aguirre also has a long-standing role with the Capitol Region Education Council. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets. The firm offers discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using fundamental analysis and tailored portfolio strategies.

Tanner De Bowsky is a Series 65-licensed financial advisor with Johnson Brunetti, where he has worked since 2019. He has six years of industry experience and is based in Wethersfield, Connecticut. His prior work history includes nine years in a role outside the financial advisory field before joining Johnson Brunetti. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, consulting, and third-party manager referrals for individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis to tailor portfolio strategies to clients’ financial needs and risk tolerances.

Ariel Hilario is a financial advisor at AdviceOne Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at AdviceOne since 2021, following a brief tenure at Northwestern Mutual. Outside of advising, he works as a pharmacy technician at Walgreens. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios emphasizing long-term growth and current income through equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence.

Matthew Maclean is a financial advisor at Rossmore Private Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. from 2008 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection based on client goals, often using independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.

Raymond Radikas is a financial advisor at Johnson Brunetti with 30 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and Independent Financial Group. He is an incorporator for the New Britain Boys & Girls Club. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets for individuals, corporations, pension plans, and trusts. The firm provides discretionary asset management, written financial planning, consulting, and referrals to third-party money managers using a fundamental analysis approach tailored to clients' financial situations and risk tolerances.

Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.

Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Joseph Conlan is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of financial advising, he is an investor and mentor in two businesses: a transportation company specializing in moving motorcycles and cars, and an educational services company providing virtual tutoring for high school students. 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 client assets and bases its portfolio advice on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.