David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. 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 customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Nicholas Colantuono is a financial advisor at Johnson Brunetti with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Voya Financial Advisors, Integrated Wealth Concepts, and LPL Financial. In addition to advisory work, he is 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, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies implemented with trading discretion.

Carl Peterson is a ChFC® credentialed advisor with 37 years of experience, currently serving as a principal at Lindberg & Ripple, LRI Investments, LLC. He has been associated with Lindberg & Ripple since 1995 and M HOLDINGS SECURITIES, Inc. since 2000. Peterson serves on the Board of Trustees for The Bushnell Performing Arts Center and is an Investment Committee Member for the Hartford Foundation for Public Giving. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients, including state and municipal government entities.

Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.

Matthew Baum is a CFP® credentialed advisor with six years of industry experience. He is currently with Alpha Zero LLC, where he has worked since 2024. His prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as experience in education and service industries. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios and offers access to alternative investments and private placements.

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Carolyn Paldino is a financial advisor at Conifer Investments Ltd with 31 years of industry experience. She has been with Conifer Investments since 1991. Conifer Investments provides advisory services primarily to individuals, families, trusts, and endowments, focusing on asset allocation supported by fundamental, technical, and cyclical analysis. The firm manages a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, with an emphasis on client trade approval.

Nathan Fierston is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Fierston Financial Group Inc, where he has worked since 2026. His prior roles include positions at Clearview Wealth Management and Vanguard Advisors, as well as experience with Vanguard Marketing Corporation and educational institutions such as Elon University and Watkinson School. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach follows Modern Portfolio Theory with a buy-and-hold strategy, primarily using no-load mutual funds and, in limited cases, ETFs, individual equities, and fixed income securities.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. 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. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Cheyne is a financial advisor with Medallion Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Medallion Wealth Advisors since 2010 and is currently affiliated with Osaic Wealth, Inc. Cheyne serves as a board member and chair of the finance committee at Laurel Oak Country Club, a nonprofit organization. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm provides portfolio management, financial planning, and consulting services, using a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and third-party managers when appropriate.

Jared Costigan is a CFP® professional at SLP Wealth with four years of industry experience. He has worked at several firms, including Wealthspire Advisors and Private Capital Group, LLC. In addition to his advisory role, Jared provides student loan consulting as a Student Loan Planner, assisting borrowers with payoff and forgiveness strategies. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios and offers additional services such as tax preparation and 401(k) plan management.

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.

Timothy Rich is a CFA® charterholder with two years of industry experience. He currently works at YHB Investment Advisors Inc and previously held positions at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans through a team-based process that includes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and manages a donor-advised fund.

Brett Larocque is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank and TD Canada Trust. In addition to his advisory role, Larocque sells life insurance and fixed annuities through an affiliated insurance company. 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 emphasizes fundamental analysis with tailored portfolio strategies.

Joseph Mitchell is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining YHB, he worked in various roles at companies including Raytheon, Collins Aerospace, Turner Construction, Carrier Corporation, the University of Connecticut, and Electric Boat Corporation. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm uses a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews.

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.

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.