Mathew Holmes Hackerd is an advisor at Zacks Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Aeros Cultured Oyster Company and the University of Connecticut. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs while distributing strategies through multiple account platforms.

Nicholas Naumann is a financial advisor at Essex Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for seven years before joining Essex Financial Services in 2018. He is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, implementing long-term diversified portfolios primarily using low-cost mutual funds and ETFs, with access to third-party managers when appropriate.

Nancy Stillman is a financial advisor at Essex Financial Services, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and Gottfried & Somberg Wealth Management. Outside of her financial advisory role, she owns Unique Finds, LLC, an artisan gift shop. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, private investments, and outside managers as appropriate.

Kristin Green is a financial advisor with Essex Financial Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Essex Financial since 2014 and briefly worked at The Leaders Group Inc in 2021. In addition to her advisory role, she is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, implementing long-term, diversified portfolios with a focus on low-cost mutual funds and ETFs, supplemented by individual securities and outside managers as appropriate.

Robert Girvin is a CFA® charterholder and Series 63 licensee with one year of industry experience. He joined Essex Financial Services, Inc. in 2025 after spending 12 years at Granite Point Capital. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and portfolio management with a focus on long-term, diversified portfolios using low-cost mutual funds and ETFs, along with individual securities and private investments as appropriate.

Peter Sarner is a financial advisor at B. Riley Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2007, including roles at B. Riley Wealth Management and National Securities Corporation. He is also the owner and chairman of Sarner Wealth Management, LLC, which focuses on marketing advisory services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through both proprietary and third-party investment models.

Andrew Randak is a CFA® charterholder with 25 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Fieldpoint Private Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing third-party managers and a broad range of investment tools.

Dave Delfino is a CFP® with 16 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2018 and previously worked at Fidelity from 2010 to 2018. In addition to his advisory role, Delfino is also licensed as an insurance agent. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles when appropriate.

Alan Cooper is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at SII Investments, Inc. and Cooper & Company, Ltd. Cooper is also involved in a financial services business under the name Summit Financial Advisors LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance based investment approach that uses both internally created models and third-party managers to manage diversified portfolios.

David Donaldson Jr. is a financial advisor at Essex Financial Services, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Essex Financial Services since 2010. Outside of his advisory role, he serves as president of the Farmington River Watershed Association. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios that include low-cost mutual funds and ETFs, supplemented by individual securities and private investments, with an emphasis on internal due diligence and ongoing monitoring.

Jeffrey Jones Jr. is a financial advisor at Essex Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rim Securities, Wilmington Trust, and FCI Advisors. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, and portfolio management services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investments as appropriate.

William Beyer is a Series 66-licensed advisor with Foundations Investment Advisors LLC and has eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent over 15 years with Bankers Life & Casualty and its affiliated entities. Outside of his advisory role, he serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions along with administrative support related to estate planning. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through a large network of affiliated offices and investment adviser representatives.

Dennis Cadwell is a financial advisor with Essex Financial Services, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with Essex Financial Services since 2009 and is also a member and owner of Brierley, Cadwell & Possidente, LLC, a firm involved in accounting, tax preparation, and practice management. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, supplemented by stocks, bonds, private investments, and outside managers, with an internal due-diligence process and ongoing monitoring aligned with client objectives.

Gabriel Flugrad is a CFP® and holds a Series 66 license with four years of experience in financial services. He has worked at Essex Financial Services, Inc. since 2025 and previously spent three years at Ameriprise. Prior to his financial career, he was involved in the brewing industry and hospitality sector. Essex Financial Services, Inc. is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and private investments when appropriate.

Anthony Fortuna is a financial advisor at Essex Financial Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Essex Financial Services since 2011, following three years at The Leaders Group Inc. He is also an independent life insurance agent. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, and offers wealth management, financial planning, portfolio management, and retirement plan advisory services.

Peter Woolston is a financial advisor at The Burney Company with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative investment models with customized portfolio management and financial planning services.

Patricia Grady is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at Janney Montgomery Scott since 2019, previously holding roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she volunteers at the Ledyard Food Pantry in Connecticut, assisting with sorting and packaging food donations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering financial planning, brokerage services, and multiple advisory programs.

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Horace Mann Investors Inc. and Citizens Securities, Inc. Mercer is based in Old Saybrook, CT. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while leveraging its corporate affiliations within the KeyCorp group to provide integrated financial services.

Thomas Britt is a CFP® professional with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Benchmark Wealth Management, LLC, and Private Client Services, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, strategic factor tilts, regular rebalancing, and tax management.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both digital advisory portfolios and commission-based brokerage accounts, and it is wholly owned by Citizens Bank, N.A.