Ann Marie Ocone is a CFP® with 15 years of industry experience, currently serving at New England Capital Financial Advisors LLC in Cheshire, CT. She previously worked for Purshe Kaplan Sterling Investments for 10 years and has been with New England Capital since 2006. Outside of her advisory role, she serves as a board member for the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million across diverse clients including individual and high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning, and pension plan advisory, emphasizing client-specific investment policies and offering educational programs through seminars and workshops.

Henry Peterson is a financial advisor with Medallion Wealth Advisors, LLC in Farmington, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Medallion Wealth Advisors since 2015 and previously with American Portfolios Financial Services, Inc. He is also involved in coaching with Farmington Public Schools. Medallion Wealth Advisors serves individuals, families, and institutional clients such as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a long-term investment approach across mutual funds, ETFs, equities, and fixed income, and incorporates third-party investment managers when appropriate.

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.

Matthew Carreras is a CFP® with three years of industry experience, currently with New England Capital Financial Advisors LLC. Prior to joining the firm, he worked in real estate with Keller Williams Realty and Re/Max. He is also the managing member of Wellspring Group LLC, a real estate consulting and property management company in West Hartford, Connecticut. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension plan advisory, and is known for its active seminar and workshop programs focused on portfolio analysis and participant education.

Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Michael Lodsin Jr. is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including TIAA, The Hartford, and SVB Wealth LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jeffrey Davis is a financial advisor with Kovack Advisors, Inc. in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2013 and has been an insurance agent with various carriers since 2001. Outside of his advisory role, he volunteers as a soccer coach with the Bristol Soccer Club. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers asset management, third-party manager recommendations, and financial planning, employing a diversified investment approach primarily through mutual funds and ETFs.

Matthew Rosenberger is a financial advisor with RedHawk Wealth Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. RedHawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across multiple asset classes, supported by a weekly investment committee and third-party signal providers for certain strategies.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. Additionally, he is an independent insurance agent focusing on fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a variety of investment strategies—passive, active, tactical, and blended—with options for ESG-focused portfolios and manages $1.615 billion in discretionary assets.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He previously worked at Voya Financial Advisors for 11 years before joining MissionSquare Retirement and MissionSquare Investment Services in 2025. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business where he evaluates new app ideas. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

Matthew Terzian is a CFP® and CFA® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Northwest Community Bank, Litchfield Bancorp, and Resources Management Corp. Outside of advisory work, he holds a 25% ownership stake in four apartment buildings in Texas. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets.

David Palladino is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has been with Fortis since 2022. Prior to his advisory role, he managed a power washing business, where he continues to participate occasionally as a project manager and laborer. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Timothy Haas is a financial advisor at Prosperity Capital Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Prosperity Capital Advisors, Mr. Haas worked at LifePro Asset Management, Integrated Wealth Concepts, LPL Financial, and National Planning Corporation. Outside of his advisory role, he manages multiple insurance agencies and offers tax preparation services. Prosperity Capital Advisors is a multi-team SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision using well-known providers and third-party sub-advisors.

Malcolm Huckaby is a Series 66-licensed financial advisor with Capitol Securities Management, Inc., where he has worked since 2012. He has 22 years of industry experience. Outside of his advisory role, Huckaby serves as a college basketball color analyst for ESPN. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

David Sutkaitis is a financial advisor with RedHawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of advising, he serves as a pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. RedHawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, supported by a weekly investment committee, and offers services such as multi-generational wealth management and captive insurance company account management.