Kara Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Macro Advisors, Inc., where she has been since 2024. Miller is also a partner at Professional Investors Life & Annuity, LLC, a business specializing in life insurance, annuities, and health insurance sales. Macro Advisors, Inc. manages approximately $371 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model allocations combining equities, hedging strategies, and fixed income, and incorporates fundamental and technical analysis alongside option writing and structured products in its investment approach.

Jeffrey Annello is a financial advisor at SageBroadview Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Founders Capital Management, as well as being self-employed and affiliated with the University of Connecticut. SageBroadview Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and trusts with wealth management and consulting services, including a Young Professionals Program. The firm employs a long-term, diversification-focused investment approach using Modern Portfolio Theory, and incorporates Dimensional Fund Advisors strategies, mutual funds, and ETFs within individualized investment policy statements.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

John Principe is a CFP® professional with 16 years of experience in financial advising. He has been with SageBroadview Wealth Management, LLC since 2007, currently working as part of a six-advisor team in Farmington, CT. He is also indirectly associated with SageBroadview Tax, LLC, which provides tax preparation services but is not investment-related. SageBroadview Wealth Management serves individuals, including high-net-worth clients, trusts, and estates with comprehensive wealth management and consulting services. The firm employs a long-term, diversification-focused investment approach utilizing Modern Portfolio Theory and mainly buy-and-hold strategies, combining financial and tax planning with discretionary portfolio management.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously at American Portfolios Financial Services, Inc., and Merrill. Outside of his advisory role, he is also licensed as an insurance agent. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, retirement accounts, and various organizations. The firm provides portfolio management, financial planning, and pension consulting, managing accounts through client-specific investment policies and offering both discretionary and non-discretionary services.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Coty Shean is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked for Northwestern Mutual in various roles from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios and financial planning across multiple areas, with a team-based approach that incorporates diverse investment strategies and regular account reviews.

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.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Beachbody and Edward Jones. Martin is also an associate at Chadwick Financial Advisors, assisting with operations. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.

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.

David Casarella is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Bank of America, and Webster Financial Corporation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients. The firm emphasizes fixed-income and income-oriented strategies, offering asset management, financial planning, ERISA plan services, and ETF sub-advisory with a focus on customized portfolio management and risk oversight.

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.

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.