Allen Dunahoo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Edward Jones for 18 years and is currently with Fiscal Wisdom Wealth Management LLC and Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and offers tailored portfolio construction using a range of investment strategies and asset classes. The firm also facilitates third-party money manager referrals and conducts educational seminars and workshops.

Marissa Fierston is a CFP® with four years of industry experience, currently serving as an advisor at Fierston Financial Group Inc. She previously worked at Vanguard and has a background that includes time at Elon University and Wampanoag Country Club. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, emphasizing diversified allocations primarily using no-load mutual funds, with portfolios managed on a discretionary basis and periodically reviewed.

Linda Morel is a Series 65-licensed financial advisor with 12 years of industry experience, currently working at Yhb Investment Advisors Inc in West Hartford, CT. She has been with Yhb Investment Advisors since 2004. Yhb Investment Advisors provides discretionary portfolio management services to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management, with regular portfolio reviews and specialized trustee services.

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.

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.

Nathanial Chandler is a Series 65-credentialed advisor with YHB Investment Advisors Inc in West Hartford, CT, where he has worked since 2023. He has two years of industry experience. His prior work history includes roles outside the financial industry, such as with H&R Block and ALDI's Warehouse. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations and uses independent research for equity and fixed-income management.

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.

Michael Chadwick is a CFP® and ChFC® with over 31 years of experience in the financial advisory industry. He is currently with Fiscal Wisdom Wealth Management LLC and has previously worked at firms including Cambridge Investment Research Advisors and Portsmouth-SmartLife Financial Group. Outside of his advisory work, he is involved in college counseling and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of active and passive strategies tailored through model portfolios or individualized allocations, offering discretionary and non-discretionary portfolio management alongside financial plans, seminars, and cash-management options.

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.

Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.

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.

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and nine years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, applying fundamental analysis to manage accounts on a discretionary basis.

Karen Dootson is a Series 65-licensed advisor with 12 years of industry experience. She has been with Yhb Investment Advisors Inc since 2009. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm applies a team-based investment process that emphasizes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management.

Ryan Coursey is a financial advisor at YHB Investment Advisors Inc with a Series 65 credential and two years of industry experience. His prior roles include positions at Partners Capital Investment Group LLP and Stavvy. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment approach focused on diversified allocations, independent research, and credit-conscious fixed-income management.

Matthew Woods Weber is a CFP® with 19 years of industry experience, currently serving as an advisor at Medallion Wealth Advisors, LLC. He has worked at Medallion Wealth Advisors since 2013 and is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he is licensed as an insurance agent through Highland Capital Brokerage. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm offers portfolio management, financial planning, pension consulting, and third-party manager oversight, employing a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Jen Nowitzke is a financial advisor at HFM Wealth Management with one year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hartford Financial Management Inc. since 2013. HFM Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach combined with fundamental analysis and scenario modeling, managing approximately $700 million in assets, primarily on a discretionary basis.

Byron Nilsson is a Series 65-licensed advisor at YHB Investment Advisors Inc. with four years of industry experience. He has worked at YHB since 2021 and spent ten years previously at Societe Generale. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process that includes diversified allocations, independent research for equity selection, credit-conscious fixed-income management, and regular portfolio reviews.

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 at Yhb Investment Advisors Inc with 16 years of industry experience. He has been with Yhb Investment Advisors since 2015. Yhb Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management.