Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. 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, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and VOYA Financial Advisors. Clough is also involved in insurance sales related to fixed annuities and various life insurance products. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, wealth management, and retirement plan consulting. The firm manages client assets with a focus on low-cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, and independent managers, utilizing both fundamental and technical analysis.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Paul Bandurski is a CFP® with 26 years of industry experience, currently serving at Symmetry Partners. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Thrivent Investment Management, and Ameriprise. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers various model portfolios, outsourced reporting, and tax-aware transition services.

Kevin O'Connor is a financial advisor with Navy Federal Investment Services, LLC who holds a Series 66 designation and has 13 years of industry experience. He has worked with Navy Federal Investment Services and affiliated entities since 2016, and previously with OSAIC Institutions, Inc. from 2014 to 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs utilizing third-party portfolio managers and provides both discretionary and automated investment options.

Benjamin Barning is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with portfolio customization and ETF sub-advisory services.

Ronald Tine is a financial advisor at StoneX Advisors Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining StoneX Advisors in 2015, he worked at Guardian Life and has operated his own insurance agency, RJ Tine Associates LLC, where he serves as an insurance agent specializing in life, disability, group health, long-term care, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes both independent advisors and an in-house Private Client Group to deliver investment strategies through various models and third-party money managers.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VP Distributors LLC and Virtus Investment Partners for ten years. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and offers a range of model portfolios, separately managed accounts, and sub-advisory services.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual stocks, bonds, and independent managers.

Matthew Hamel is a financial advisor at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtus Investment Partners and VP Distributors Inc. Since 2025, he has served as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a range of clients including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and distributes its strategies through unaffiliated broker-dealers, RIAs, and direct clients.

Stephen Weiner is a CFP® professional with six years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Personal Business Mgt. Group, Ltd. Advisors Capital Management serves a broad range of clients, including 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 a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods and manages over $8 billion in discretionary assets.

Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Cole Connelly is a financial advisor with Symmetry Partners holding a Series 65 designation. He has been with Symmetry Partners since 2021. Prior to joining the firm, he held positions at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and provides its strategies through multiple channels, including proprietary mutual funds and ETFs.