Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Jason Pueschel is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities, LLC. In addition to his advisory work, he manages a tax preparation and accounting platform through Alternative Tax Management, LLC. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs a range of investment approaches including fundamental, technical, and cyclical analysis, offering discretionary asset management alongside financial planning and consulting.

Steven Hyman is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He formerly worked at Creative Funding Corporation for over four decades. In addition to his advisory role, he is a licensed independent life and health insurance agent. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm uses a combination of low-cost diversified funds, individual securities, and independent managers, applying both fundamental and technical analysis.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience and holds a Series 65 credential. He has held prior roles at Artura Wealth, LLC, Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a SaaS-based clinical business operations firm. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified allocations implemented through mutual funds, ETFs, and separately managed accounts.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Symmetry Partners since 2008, including roles focused on business development and national account relationship management. His prior experience includes positions at New York Life Investment Management LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs alongside offering OCIO and sub-advisory services.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor at Symmetry Partners with 28 years of industry experience. He holds the Series 63 designation and has held leadership roles at Symmetry Partners since 1994, including CEO and manager. Prior to his current firm, he worked at Apella Capital, LLC for 11 years and Artura Wealth, LLC for two years. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach rooted in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios and separately managed accounts.

William Anderson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. He has previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial. In addition to his advisory role, he is involved with Brookwood Insurance Group, an affiliated insurance business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains a network of proprietary partner offices alongside multiple affiliated businesses, managing over $1.25 billion in assets as of the end of 2025.

Anthony Beaulieu is a financial advisor at Symmetry Partners with a Series 65 designation and three years of industry experience. His prior work includes roles at Uvoice USA, Farmington Public Schools, and the company DISH N DAT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse clientele, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

Neil Manning is a CFP® and Series 66 licensed financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. His prior roles include positions 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, complemented by individual securities and Independent Managers.

Gabe Hathorn is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Symmetry Partners since 2006 and also worked at Northern Lights Distributors and Foreside Financial Services. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm uses quantitative, factor-based equity strategies alongside diversified fixed income and liquid alternatives, distributing its strategies through unaffiliated broker-dealers and RIAs as well as directly to clients.

Bella Cristovao is a CFA® charterholder with nine years of industry experience. She has worked at Commonfund Securities, Inc. since 2011 and joined Symmetry Partners in 2026. Bella holds a Series 63 license and is based in Glastonbury, CT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and utilizes model portfolios, third-party sub-advisers, and a technology platform to deliver its offerings.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

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 a Series 66 designation and has worked previously at firms including LPL Financial and Ameriprise Financial Services. Cymbala also offers insurance products through Ivory Wealth Partners as an outside business activity. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a broad client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary mutual funds and ETFs through a platform-centric distribution model.

Michael Rickett is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Gateway Wealth Partners, LLC and has worked previously at Four Town Financial LLC and Hillsdale Investment Management Inc. Rickett is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, with a focus on diversified portfolios using mutual funds, ETFs, individual securities, and independent managers.

Elisa Francis is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her background includes roles at Prudential Annuities Distributors, AST Investment Services, and Prudential Insurance Co of America. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services such as OCIO, sub-advisory, model portfolios, and separately managed accounts.