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.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

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.

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.

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.

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.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

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.

Dylan Cowen is a financial advisor at SGL Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Financial Advisory Services, LLC since 2013 and Cowen Tax Advisory Group since 2011. He is also affiliated with an accounting firm. 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 operates under a fiduciary standard and emphasizes diversified asset allocation with a long-term focus, often implementing client strategies through third-party managers.

Ann Marie Ocone is a CFP® with 16 years of industry experience and is currently with New England Capital Financial Advisors LLC. She previously worked for Purshe Kaplan Sterling Investments for 10 years. Outside of her advisory role, she serves as a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and is known for its active seminar and workshop programs related to pension consulting and participant education.

James Reynolds is a CFP® and CFA® with 18 years of industry experience. He has been with Hartford Financial Management Inc. (HFM Wealth Management) since 2019 and previously worked at Ganim Financial and Kestra Financial Services. He has also been involved with nonprofit organizations including the Connecticut Zoological Society and Thrive Bridgeport. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach with scenario analyses and fundamental investment analysis, providing discretionary portfolio management and specialized services like pension plan consulting and balance-sheet management for banking institutions.

Henry Peterson is a financial advisor with Medallion Wealth Advisors, LLC in Farmington, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Medallion Wealth Advisors since 2015 and previously with American Portfolios Financial Services, Inc. He is also involved in coaching with Farmington Public Schools. Medallion Wealth Advisors serves individuals, families, and institutional clients such as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a long-term investment approach across mutual funds, ETFs, equities, and fixed income, and incorporates third-party investment managers when appropriate.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.

Matthew Carreras is a CFP® with three years of industry experience, currently with New England Capital Financial Advisors LLC. Prior to joining the firm, he worked in real estate with Keller Williams Realty and Re/Max. He is also the managing member of Wellspring Group LLC, a real estate consulting and property management company in West Hartford, Connecticut. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension plan advisory, and is known for its active seminar and workshop programs focused on portfolio analysis and participant education.

Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children's Agency, a nonprofit human service organization in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.