Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Matthew Baum is a CFP® credentialed advisor with six years of industry experience. He is currently with Alpha Zero LLC, where he has worked since 2024. His prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as experience in education and service industries. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios and offers access to alternative investments and private placements.

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Carolyn Paldino is a financial advisor at Conifer Investments Ltd with 31 years of industry experience. She has been with Conifer Investments since 1991. Conifer Investments provides advisory services primarily to individuals, families, trusts, and endowments, focusing on asset allocation supported by fundamental, technical, and cyclical analysis. The firm manages a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, with an emphasis on client trade approval.

Nathan Fierston is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Fierston Financial Group Inc, where he has worked since 2026. His prior roles include positions at Clearview Wealth Management and Vanguard Advisors, as well as experience with Vanguard Marketing Corporation and educational institutions such as Elon University and Watkinson School. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach follows Modern Portfolio Theory with a buy-and-hold strategy, primarily using no-load mutual funds and, in limited cases, ETFs, individual equities, and fixed income securities.

David Schubach is a financial advisor with Integrity Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at New Frontier Advisors for eight years before joining Integrity Financial Advisors in 2025. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts through model portfolios and third-party managers.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. 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. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Anderson is a financial advisor with HFM Wealth Management in Hartford, CT, holding 29 years of industry experience. He has worked at Hartford Financial Management, Inc. since 1996. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate clients. The firm provides portfolio management and comprehensive financial planning, employing customized investment plans and discretionary portfolio management that may include individual securities, mutual funds, ETFs, and dynamic hedging strategies.

Jared Costigan is a CFP® professional at SLP Wealth with four years of industry experience. He has worked at several firms, including Wealthspire Advisors and Private Capital Group, LLC. In addition to his advisory role, Jared provides student loan consulting as a Student Loan Planner, assisting borrowers with payoff and forgiveness strategies. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios and offers additional services such as tax preparation and 401(k) plan management.

Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.

Timothy Rich is a CFA® charterholder with two years of industry experience. He currently works at YHB Investment Advisors Inc and previously held positions at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans through a team-based process that includes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and manages a donor-advised fund.

Andrew Baldassarre is a CFA® charterholder with 25 years of industry experience. He has worked at Rossmore Private Capital, LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. He serves on the board of Village for Families and Children, a social services organization in the Hartford area. 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 to client goals, often utilizing independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Brett Larocque is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank and TD Canada Trust. In addition to his advisory role, Larocque sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and emphasizes fundamental analysis with tailored portfolio strategies.

Joseph Mitchell is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining YHB, he worked in various roles at companies including Raytheon, Collins Aerospace, Turner Construction, Carrier Corporation, the University of Connecticut, and Electric Boat Corporation. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm uses a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews.

Ruth Gretz is a CFP® with 11 years of industry experience, currently serving as an advisor at MJP Wealth Advisors. Her prior roles include positions at HighTower Securities and operating her own CPA practice focused on professional licensing and affiliations management. She is also the sole owner of Lambert Solutions, a consulting business for CPA license maintenance and networking. Additionally, Gretz holds several volunteer roles involving financial oversight for nonprofit and community organizations in Connecticut. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by offering asset management, financial planning, and retirement consulting, combining proprietary model portfolios with customized client solutions. The firm manages approximately $1.56 billion in discretionary assets and emphasizes principal preservation through diversified investment strategies and regular portfolio monitoring.

Carie Hodel is a financial advisor at RMC Investment Advisors with a Series 65 designation and over 20 years of experience, including a long tenure at Torrington Savings Bank. She has been with RMC since 2025. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes individually constructed equity and fixed-income portfolios and offers trustee and administrative services for legacy accounts.

Matthew Salem is a financial advisor at Johnson Brunetti with a Series 65 credential and three years of industry experience. He previously worked at Sentinel Asset Management LLC and Bankers Life, among other roles. Salem also sells life insurance and fixed annuities through an affiliated insurance company, JN Financial. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, written financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis and tailors investment strategies to clients' financial situations and risk tolerances.

Jakob Hudanish is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 license and two years of industry experience. Prior to joining Johnson Brunetti and JB Capital LLC in 2024, he worked at Brown and Brown Insurance for one year. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti (JB Capital) is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach relies on fundamental analysis, implementing tailored long- and short-term portfolio strategies aligned with clients’ financial situations and risk tolerances.

Olivia Grossman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at AdviceOne Advisory Services, LLC. She previously worked at The Vanguard Group, Inc. for six years and has held roles at Randstad, the Tuck School of Business at Dartmouth, Securities Service Network, and AdviceOne LLC. 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 and fixed-income sleeves, utilizing open-ended mutual funds and proprietary asset-allocation models focused on long-term risk and return.

Are you a Young Professional… …in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing? …who would like a coach to hold you accountable to your financial commitments? …who could use help creating goals, paying down debt, and starting a savings and investing plan? …who wants to make the most of your salary and company benefits? …who would like direction on how best to protect you and your loved ones with insurance and wills? What is SAGEbroadview Wealth Management for a Young Professional? As a young professional, investing in your future is the single most important financial step you can take. This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it. Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it. Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout. Professional Background I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT. In July 2021, I was promoted to Partner. I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout. I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. Personal Background I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since. Read Christopher’s blog here: https://sagebroadview.com/blog-2/