Anna Case is a CFP® with three years of industry experience, currently serving as an advisor at Founders Capital Management, LLC. Prior to joining Founders Capital, she held roles at Morgan Stanley & Co. LLC and Macquarie Capital (USA) Inc. Founders Capital Management provides investment advisory services primarily to individuals, charitable organizations, and business entities, employing a bottom-up, fundamental analysis approach focused on intrinsic value. The firm manages portfolios with a concentrated set of holdings and emphasizes long-term strategies combined with selective trading and fixed-income positioning.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Michael Stamos is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes positions at Arete Wealth Management LLC and Royal Alliance. 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, emphasizing principal preservation and long-term total return across a diversified range of asset classes.

Daniel Lester is a CFP® with six years of industry experience and is an advisor at SageBroadview Wealth Management, LLC. His prior experience includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management provides wealth management, portfolio management, integrated financial and tax planning, and consulting to individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, employs institutional managers, and offers specialized planning services such as stock option and equity compensation analysis.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

Theodore Kaplan is a financial advisor at MJP Wealth Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MJP Wealth Advisors since 2010, previously with Arete Wealth Management and Royal Alliance Associates. In addition to his advisory role, he owns and actively works in Kaplan Insurance Group, an insurance sales business. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and a blend of bottom-up selection, technical analysis, and intermarket research.

Nathanial Chandler is a Series 65-licensed financial advisor with YHB Investment Advisors Inc in West Hartford, CT, having three years of industry experience. His prior work includes roles outside the financial sector at companies such as H&R Block and UPS. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment approach with diversified allocations, independent research, and credit-conscious fixed-income management.

Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 66, Series 65, and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at MJP Associates, Inc., LPL Financial LLC, and Principal Financial Services. MJP Wealth Advisors serves individuals—including high-net-worth clients—trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting alongside an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation strategy within a total-return framework, utilizing proprietary models, diversified asset allocations, and tax-sensitive techniques for qualified clients.

Joseph Mercier is a financial advisor at SGL Financial, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services LLC, Barnum Financial Group, and Northwestern Mutual Investment Services LLC, among others. Mercier also has a background that includes four years at Bryant University and experience outside the financial industry. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implements portfolios primarily through third-party money managers, and provides educational materials and coordinated tax-preparation services.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

Michael Chadwick is a CFP® and ChFC® with 32 years of industry experience. He is a managing member and Investment Advisor Representative at Fiscal Wisdom Wealth Management LLC, where he has been since 2019. Chadwick has previously worked with Cambridge Investment Research Advisors and several other financial firms. Outside of advising, he is involved in college counseling and estate transfer services, and he owns an insurance holding company and a family farm business. 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 using various investment strategies and conducts regular account reviews, with a focus on education and referrals to third-party money managers.

Michele Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her work history includes roles at Arete Wealth Management LLC, MJP Associates, Inc., and Royal Alliance Associates. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through a diversified investment approach and integrates automated advisory platforms alongside its multi-advisor team.

Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

Margaret Hubbard is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation, managing diversified portfolios primarily for high-net-worth households through fundamental analysis and a range of equity and fixed-income strategies.

Anne Space is a CFA® charterholder with eight years of industry experience. She has worked at YHB Investment Advisors Inc. since 2018 and previously spent six years at UBS. Anne is based in West Hartford, CT, and operates within a team of 18 advisors at YHB. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process that includes diversified allocations, independent research, and credit-conscious fixed-income management, along with trustee services and targeted financial consulting.

Louis Nistico Jr. is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with MJP Wealth Advisors and has previously worked at Principle Wealth Partners LLC, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.56 billion in discretionary assets and uses a principal preservation approach combined with diversified allocations and both proprietary and third-party investment strategies.