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 at Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group provides discretionary investment management to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, using fundamental analysis and a mix of equity and fixed-income strategies.

Anne Space is a CFA® charterholder and financial advisor with seven years of industry experience. She has worked at YHB Investment Advisors Inc. since 2018 and was previously employed at UBS from 2012 to 2018. 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, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with periodic rebalancing and quarterly reviews.

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.

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.

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 designations and bringing 36 years of industry experience. He has been affiliated with affiliated firms including Youell Haviland Bliss and YHB Pension Investment Services since 1989. Martel is also Vice President and owner of YHB Retirement Services, LLC, where he serves on the board of directors and provides qualified plan consulting. YHB Investment Advisors provides discretionary portfolio management for individuals, charitable institutions, corporations, trusts, and retirement plans, using a team-based investment approach focused on diversified allocations and independent research. The firm also offers pension consulting, trustee services, and management of held-away participant accounts, with an emphasis on quarterly portfolio reviews and risk-conscious fixed-income management.

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.

Kent Zahner is a financial advisor at Sky Investment Group LLC with 22 years of industry experience. He holds a Series 65 designation and previously worked for Keynote Financial Services, LLC for 22 years and Magdefrau, Renner & Ciaffaglione LLC, CPA's for 26 years. Mr. Zahner is a licensed CPA but no longer practices accounting. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios emphasizing large, financially strong companies, using a fundamentally driven investment approach.

Dennis Hannigan is a CFA® charterholder with 20 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2005. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that includes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Jared Madden is a financial advisor at YHB Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has previously worked at Empower and Prudential Financial. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans, employing a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management. The firm also offers specialized consulting and trustee services in addition to asset management.

Massimo Eichner is a Series 65 licensed advisor at YHB Investment Advisors Inc with three years of industry experience. He has been with YHB since 2021 and previously worked at Trinity College from 2016 to 2020. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process focused on diversified allocations, independent equity research, and credit-conscious fixed-income management, with regular portfolio reviews and several consulting and trustee services.

Rafael Quiros is a financial advisor at HFM Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has been with Hartford Financial Management Inc. since 1988. He is also the owner of Hartford Financial Management, Inc., a registered investment adviser. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate entities. The firm provides customized investment plans, ongoing portfolio management, and comprehensive financial planning, with specialized institutional capabilities for banks and foundations.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at 3D/L Capital Management, LLC and 3D Asset Management, Inc. since 2016. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients, including individuals, high-net-worth households, qualified retirement plans, and municipalities. The firm uses quantitative, factor-based, and systematic investment approaches alongside passive index funds and ETFs, offering discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services.

William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.