Kevin Brady is a financial advisor at MJP Wealth Advisors in Farmington, CT, holding CFP® and Series 65 credentials with 10 years of industry experience. He has worked at MJP Associates, Inc. since 2018 and previously spent two years at Mercer Global Advisors Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm uses proprietary model portfolios and customized strategies, emphasizing principal preservation and long-term total return through a blend of bottom-up selection, technical analysis, and diversification across various asset classes.

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 63 and Series 65 licenses and has worked at Founders Capital Management, Noise Free Investments, LLC, and Farnam Street Media. His background also includes a five-year tenure at the University of Connecticut. SAGEbroadview Wealth Management offers wealth and portfolio management, integrated financial and tax planning, and consulting primarily for individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside specialized planning services such as equity compensation analysis and integrated tax projections.

John Principe is a CFP® professional with 16 years of industry experience. He has been with SageBroadview Wealth Management, LLC since 2007. In addition to his advisory role, he is indirectly involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SageBroadview Wealth Management serves individuals, including high-net-worth clients and early-career business leaders, offering wealth management, integrated financial and tax planning, and consulting. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and uses institutional managers alongside customized portfolio strategies.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously held positions at American Portfolios Financial Services, Inc. and Merrill. Outside of his advisory role, he is also licensed as an insurance agent with Highland Capital Brokerage. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and both wrap and non-wrap advisory programs, utilizing client-specific investment policies with a focus on mutual funds, ETFs, long-term purchase strategies, and third-party manager allocations.

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.

Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies and employs an investment approach focused on principal preservation and long-term total return.

Dana Esposito is a Series 65-licensed advisor with Happiness in Retirement in Watertown, CT. She has prior experience at Del-Sette Capital Management, LLC, Powell Financial Planning and Tax Services, and the Law Office of Julia M. Brown, LLC. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, along with fundamental and technical analysis, and integrates planning, estate-planning technology, and tax work into client engagements.

Coty Shean is an advisor with Fiscal Wisdom Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked at Northwestern Mutual in various capacities from 2017 to 2025 and spent a year at Prospect 33. Coty may earn commissions from insurance companies for sales of non-variable insurance products outside of investment advisory services. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolios and financial planning across retirement, tax, estate, and business succession. The firm employs a range of investment strategies and maintains regular portfolio reviews and rebalancing, while also operating multiple offices and hosting educational seminars.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with a Series 65 credential and two years of industry experience. She has worked at Fiscal Wisdom since 2020 and previously held roles at Beachbody and Edward Jones. Martin also serves as an associate assisting with operations at Chadwick Financial Advisors. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm constructs tailored portfolios using a variety of investment strategies and offers financial planning in areas such as retirement, tax, estate, and business succession.

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.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience, currently serving at SageBroadview Wealth Management, LLC. He has worked at SageBroadview since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. Annello is also involved in SageBroadview Tax, LLC, a firm that provides tax preparation services to businesses and individuals. SageBroadview Wealth Management offers comprehensive wealth management, financial and tax planning, and consulting services to individuals, including high-net-worth clients and early-career professionals through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside integrated tax and specialized planning services.

Brian Vendig is a financial advisor at MJP Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children’s Agency, a nonprofit human service organization focused on social and emotional well-being. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement consulting, alongside an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, proprietary models, and third-party platforms.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.

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.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 and Series 66 designation. He has experience working at Ameriprise and held roles at Moravian University and various public sector organizations prior to joining the financial industry. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm takes a long-term investment approach focused on fundamental analysis and strategic asset allocation, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Craig Taylor is a CFP® with five years of industry experience, currently serving as a financial advisor at Gradient Advisors, LLC. He has prior experience at Cardinal Financial and Caliber/New Rez, with a long background as a self-employed insurance agent. Outside of Gradient, Taylor is the owner and Investment Advisor Representative of Pathway Wealth Strategies LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Anthony Galicia is a Series 65 licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. He previously worked at PwC and EY and has a background that includes roles in education and community organizations such as Soundview YMCA and local schools. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental investment approach with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity for qualified clients.

Jarrett Solomon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC since 2014. He is a membership owner of Ten One Ten, LLC, a role he has held since 2014 and to which he devotes limited time outside of trading hours. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.