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.

Thomas Manning is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with YHB Investment Advisors Inc. since 2015. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

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.

Christopher Pierce is a CFA® charterholder with four years of industry experience. He has worked at HFM Wealth Management since 2021 and previously spent seven years at Aspen Capital Solutions LLC. HFM Wealth Management advises individuals, families, trusts, endowments, retirement plans, and institutional clients, offering customized investment plans and comprehensive financial planning. The firm manages portfolios on a discretionary basis and provides specialized services including retirement-plan consulting, investment policy design, and risk management for banks and foundations.

Paul Martel is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various YHB entities since 1989 and serves as vice president and owner of YHB Retirement Services, LLC, where he also sits on the board of directors providing qualified plan consulting. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management for individuals and institutions, including pension and 401(k) consulting, with an investment approach focused on diversified portfolios featuring investment-grade bonds, quality equities, and regular rebalancing.

Jeremy Garskof is a financial advisor at HFM Wealth Management with a Series 65 credential and two years of industry experience. His prior work includes roles at Legal & General Retirement America and the University of Connecticut. Outside of finance, he has been involved with the Ridgefield Running Company. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, and institutional clients, providing portfolio management and comprehensive financial planning. The firm employs customized investment plans, scenario analyses, and discretionary management strategies, including use of individual securities, mutual funds, ETFs, and selective options and futures.

Dennis Hannigan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with YHB Investment Advisors, Inc. since 2005. Based in West Hartford, CT, he works at a firm that manages nearly $2 billion for over 1,000 clients through a team of 19 advisors. YHB Investment Advisors, Inc. provides personalized asset management for individuals, including high-net-worth clients, as well as pension and 401(k) consulting and donor-advised fund services. The firm emphasizes diversified portfolios with a focus on investment-grade bonds, quality equity selection, and regular portfolio reviews.

Jared Madden is a financial advisor at YHB Investment Advisors Inc. He holds a Series 65 designation and has 17 years of industry experience, including roles at Prudential Financial and Empower. He has been with YHB Investment Advisors since 2023. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Massimo Eichner is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and three years of industry experience. He has been with YHB since 2021, following four years at Trinity College. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, employing a team-based investment process focused on diversified allocations and thorough research. The firm also offers pension consulting, trustee services, and targeted financial consulting, operating a firm-sponsored donor-advised fund and managing held-away participant accounts.

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.

Elisheva Defeo is a financial advisor with YHB Investment Advisors Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with YHB since 2018 and previously worked at Northwestern Mutual Wealth Management Company and affiliated firms from 2014 to 2018. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, employing a diversified investment approach with a focus on quality equity selection and investment-grade bonds.

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.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

Eric Kaleta is a financial advisor at LRI Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at VP Distributors LLC and Virtus Investment Partners. His current roles also include serving as a registered representative for M Holdings Securities, where he advises retirement plan clients. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting, emphasizing ongoing supervision and tailored strategies across a range of client objectives.

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.

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.

Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses and over 42 years of industry experience. He is also president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life insurance, health insurance, and annuities. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and businesses with a range of financial planning, asset management, and consulting services. The firm uses multiple analytical methods and a dynamic portfolio strategy that adjusts allocations across various asset classes to align with client objectives and risk tolerances.