Cynthia Stewart is a financial advisor at AlphaStar Capital Management with nine years of industry experience. She holds the ChFC® designation and a Series 65 license. Prior to joining AlphaStar, she worked at WPG Advisory Group, LLC and Wealth Preservation Group, Inc. She is also an independent insurance agent based in Enfield, CT. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and third-party research, and offers a range of portfolio management and consulting services.

Gabe Hathorn is a financial advisor with Symmetry Partners, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Symmetry Partners since 2006 and previously held roles at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as advisor to registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven approach utilizing model portfolios, separately managed accounts, and tax-aware strategies, serving over 8,000 clients through a network of broker-dealers and RIAs.

Bella Cristovao is a financial advisor at Symmetry Partners with eight years of industry experience. She holds the CFA® designation and Series 63 license. Prior to joining Symmetry Partners, she worked at Commonfund Securities, Inc. for 15 years. Symmetry Partners provides investment management services to individual, retirement plan, pension, and institutional clients, including management of mutual funds and an ETF. The firm employs a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods across various investment vehicles.

Charles Minahan is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and National Planning Corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Gary Wolff is a financial advisor with ValMark Advisers, Inc. in Manchester, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2007. Wolff is also president of Wolff Insurance Inc. and serves on several nonprofit boards, including the Connecticut Section PGA Golf Foundation and the Connecticut Center for Entrepreneurship & Innovation at the University of Connecticut. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Christopher Cymbala is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial and Ameriprise Financial Services. Outside of his advisory role, he offers insurance products through Ivory Wealth Partners, an activity separate from his work at Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across various investment vehicles.

Michael Rickett is a financial advisor with Gateway Wealth Partners, LLC, holding the CFP® and CFA® designations and three years of industry experience. His prior roles include positions at Four Town Financial LLC and Hillsdale Investment Management Inc. He is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement consulting. The firm invests client assets in low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Elisa Francis is a financial advisor at Symmetry Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Annuities Distributors and Ast Investment Services. Francis currently serves as a regional consultant for Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services to a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various vehicles such as ETFs, mutual funds, and separately managed accounts.

Adam Login is a CFP® with 18 years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Prudential Annuities Distributors and PRUCO Securities, LLC. Outside of his advisory work, he serves as a baseball umpire in Middlesex County. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He has worked at Symmetry Partners since 2006, with a brief period at Foreside Financial Services from 2018 to 2025. Romano holds Series 66 and Series 63 designations. Symmetry Partners provides investment management services to a wide range of clients, including individuals, retirement plans, pension and institutional clients, and serves as investment adviser to registered investment companies. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods, implementing strategies across ETFs, mutual funds, and separately managed accounts.

John Frigeri is a financial advisor at Madison Partners with 20 years of industry experience. He previously worked at Voya Financial Advisors for 12 years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, using a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives.

Joseph Weiss is a CFA® charterholder and holds Series 66 and Series 63 licenses with two years of industry experience. He is currently affiliated with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Equitable Advisors, Eagle Strategies, and New York Life, among others. Outside of financial services, he has been involved with Instacart and operated his own corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers using fundamental and technical analysis.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles at Simplicity Wealth and affiliated firms since 2019, as well as prior positions at The Leaders Group Inc and Zenith Marketing Group. Outside of his advisory work, he serves as a volunteer deputy chief at Long Hill Fire Company No. 1 and is a board member of Honor Flight CT, which organizes trips for veterans. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside customizable overlays such as tax optimization. It combines advisory services with technology and operational solutions, operating a TAMP that provides independent model managers and private-label software for advisers.

Isaac Bartholomew is a financial advisor at Symmetry Partners with a Series 65 designation and one year of industry experience. He has worked at Symmetry Partners since 2024 and is also involved in 401(k) servicing and administration through 401k Belay. Prior to his advisory career, he held roles at The Church of Jesus Christ of Latter-day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base including charitable organizations, corporate plans, and individuals.

Jonathon Torres is a financial advisor at TD Private Client Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Bank of America, Merrill, and TD Bank. His current role is based in Glastonbury, CT. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms and custodians.

Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Philip Nemphos is a financial advisor with Commonwealth Financial Network based in Manchester, CT. He holds Series 63 and Series 65 credentials and has nine years of industry experience. He has been affiliated with Murray, Montovanni, Nemphos & Tierinni since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

George Henry Jr. is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has been a member of the CPA firm HRT Advisors since 2002. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income instruments, combining an enterprise operating scale with a range of model and wrap-fee program options.