Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.

David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.

Heath Grossman is a CFP® professional with 24 years of industry experience, currently affiliated with Johnson Brunetti. He has worked with multiple firms including JN Financial LLC, Jb Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. Grossman is involved part-time in the sale of life and health insurance, long-term care, and fixed annuities through Johnson Brunetti Insurance Services. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach utilizes fundamental analysis and tailors portfolios to client risk tolerances, employing third-party support for portfolio models and back-office functions.

James Allen is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance, Eagle Strategies LLC, and Allen Financial Group. Outside of his advisory role, he is involved in brokering life insurance and annuity products through Allen Financial Group. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with fee-only, independent financial advice. The firm uses a disciplined investment approach focused on low-cost passive ETFs and mutual funds, offering discretionary portfolio management, financial planning, and retirement-plan consulting.

Robert Berlinski is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT. He holds a Series 65 designation and has five years of industry experience, having worked with AdviceOne since 2014. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth individuals, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using open-ended mutual funds and proprietary asset-allocation models focused on long-term returns, risk, and correlations.

Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. 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 aligned with clients’ financial situations and risk tolerances.

Matthew Pastor is a financial advisor at Johnson Brunetti with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JB Capital. Pastor is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, written financial planning, consulting, and referrals to third-party money managers, using a portfolio approach based on fundamental analysis tailored to client needs.

Tanner De Bowsky is a Series 65-licensed financial advisor with Johnson Brunetti, where he has worked since 2019. He has six years of industry experience and is based in Wethersfield, Connecticut. His prior work history includes nine years in a role outside the financial advisory field before joining Johnson Brunetti. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, consulting, and third-party manager referrals for individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis to tailor portfolio strategies to clients’ financial needs and risk tolerances.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 3D/L Capital Management, 3D Asset Management, and USI Advisors. Freedom Investment Management serves retail and institutional clients, offering discretionary separately managed accounts, model portfolios, and financial planning. The firm uses quantitative, factor-based, and systematic investment approaches combined with passive index funds and ETFs, managing risk through diversified portfolios.

Ariel Hilario is a financial advisor at AdviceOne Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at AdviceOne since 2021, following a brief tenure at Northwestern Mutual. Outside of advising, he works as a pharmacy technician at Walgreens. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios emphasizing long-term growth and current income through equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence.

Matthew Maclean is a financial advisor at Rossmore Private Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. from 2008 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection based on client goals, often using independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Raymond Radikas is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 65 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Voya Financial Partners, LLC. He is an incorporator for the New Britain Boys & Girls Club, a nonprofit organization. Johnson Brunetti is a multi-advisor firm managing approximately $2.78 billion in client assets, providing discretionary asset management, written financial planning, and consulting services for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with portfolios tailored to clients’ financial situations and risk tolerances.

Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. 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 for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.

Joseph Conlan is a financial advisor at Johnson Brunetti with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at firms including Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of finance, he is a 40% partner and mentor at No Limit Logistics LLC, a transportation company, and a 50% partner and mentor at Student Academic Solutions LLC, an educational services company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies, supported by third-party resources and an Ambassador Program that encourages client referrals through charitable donations.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Kathleen Gibilisco is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Securities Service Network from 2007 to 2020 and has been with AdviceOne since 2001. AdviceOne Advisory Services, LLC provides 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 for long-term growth and fixed income for current income, using proprietary asset-allocation models and manager due diligence.

Jeffrey Woodcock is a financial advisor at Johnson Brunetti with a Series 65 credential and two years of industry experience. He has worked at JB Capital LLC and Johnson Brunetti since 2022 and has additional work experience at Goodwin University and the University of Connecticut. Outside of advising, he has been involved with Two Pour Guys since 2017. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering 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 management aligned with clients’ financial situations and risk tolerances.

Jennifer Killilea is a financial advisor with Johnson Brunetti, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. She has previously worked at Radius Financial Group and Armstrong Advisory Group. In addition to her advisory role, she sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to client needs and risk tolerance.

Lori Oblinger is a CFP® and ChFC® with 23 years of industry experience. She is an advisor at Empower Financial Advisory, LLC and has previously worked at Heritage Capital Advisors, Securities Service Network, and Securities America, Inc. Oblinger holds insurance producer licensure and engages in related insurance sales activities. Empower Financial Advisory is a team firm that serves individuals, including high-net-worth clients, trusts, estates, and small businesses, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation and manages over $635 million in discretionary assets.

Ian Fergusson is a financial advisor at Johnson Brunetti with one year of industry experience. He holds a Series 65 designation and previously operated as a self-employed individual, including running George's Music Center where he taught informal music lessons. Outside of advisory work, Fergusson teaches sporadic music lessons. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis in its portfolio management and serves clients with tailored investment strategies.