Heather Atkins is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She is currently with Johnson Brunetti and has prior experience at Libertas Wealth Management Group. Atkins is also licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

David Primozich is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Sovereign Financial Group, Inc., where he has worked since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments, Stone Arch Wealth Advisors, Commonwealth Financial Network, Advest, Inc., and Veravest Investment Advisors. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds and ETFs alongside individual securities and derivative instruments when appropriate.

Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.

Louis Nistico Jr. is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with MJP Wealth Advisors and has previously worked at Principle Wealth Partners LLC, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.56 billion in discretionary assets and uses a principal preservation approach combined with diversified allocations and both proprietary and third-party investment strategies.

Steven Glick is a CFP® and ChFC® with 28 years of industry experience. He is currently a wealth advisor at MJP Wealth Advisors in Farmington, CT, where he has worked since 2008. Prior to that, he was with Royal Alliance Associates, INC. and Arete Wealth Management LLC. Outside of his advisory role, he is involved in independent insurance sales, including life, disability, and property and casualty insurance, through several related businesses. MJP Wealth Advisors provides 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 and customized strategies with an investment approach focused on principal preservation and long-term total return, utilizing diversification and both fundamental and technical analysis.

David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.

Heath Grossman is a CFP® professional with 24 years of industry experience, currently affiliated with Johnson Brunetti. He has worked with multiple firms including JN Financial LLC, Jb Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. Grossman is involved part-time in the sale of life and health insurance, long-term care, and fixed annuities through Johnson Brunetti Insurance Services. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach utilizes fundamental analysis and tailors portfolios to client risk tolerances, employing third-party support for portfolio models and back-office functions.

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.

Kevin Brady is a financial advisor at MJP Wealth Advisors in Farmington, CT, holding CFP® and Series 65 credentials with 10 years of industry experience. He has worked at MJP Associates, Inc. since 2018 and previously spent two years at Mercer Global Advisors Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm uses proprietary model portfolios and customized strategies, emphasizing principal preservation and long-term total return through a blend of bottom-up selection, technical analysis, and diversification across various asset classes.

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.

Jeffrey Annello is a financial advisor at SAGEbroadview Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Capital Management, Noise Free Investments, LLC, and Farnam Street Media. His background also includes a five-year tenure at the University of Connecticut. SAGEbroadview Wealth Management offers wealth and portfolio management, integrated financial and tax planning, and consulting primarily for individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside specialized planning services such as equity compensation analysis and integrated tax projections.

Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies aligned with clients’ financial situations and risk tolerances.

Matthew Pastor is a financial advisor at Johnson Brunetti with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JB Capital. Pastor is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, written financial planning, consulting, and referrals to third-party money managers, using a portfolio approach based on fundamental analysis tailored to client needs.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

Tanner De Bowsky is a Series 65-licensed financial advisor with Johnson Brunetti, where he has worked since 2019. He has six years of industry experience and is based in Wethersfield, Connecticut. His prior work history includes nine years in a role outside the financial advisory field before joining Johnson Brunetti. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, consulting, and third-party manager referrals for individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis to tailor portfolio strategies to clients’ financial needs and risk tolerances.

Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.

John Principe is a CFP® professional with 16 years of industry experience. He has been with SageBroadview Wealth Management, LLC since 2007. In addition to his advisory role, he is indirectly involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SageBroadview Wealth Management serves individuals, including high-net-worth clients and early-career business leaders, offering wealth management, integrated financial and tax planning, and consulting. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and uses institutional managers alongside customized portfolio strategies.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously held positions at American Portfolios Financial Services, Inc. and Merrill. Outside of his advisory role, he is also licensed as an insurance agent with Highland Capital Brokerage. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and both wrap and non-wrap advisory programs, utilizing client-specific investment policies with a focus on mutual funds, ETFs, long-term purchase strategies, and third-party manager allocations.

Raymond Radikas is a financial advisor at Johnson Brunetti with 30 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lincoln Financial Advisors and Voya Financial Partners. He is an incorporator for the New Britain Boys & Girls Club. Johnson Brunetti 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 is based on fundamental analysis and tailored to clients’ financial situations and risk tolerances.

Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. 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 for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.