Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.

Josh Altman is a financial advisor at Johnson Brunetti with a Series 66 designation and eight years of industry experience. He has held positions at multiple firms including Charles Schwab, TD Ameritrade, and Digital Federal Credit Union. In addition to his advisory work, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering 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 to clients’ financial situations and risk tolerances.

David Cowan is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at William Joseph Capital Management since 2015. In addition to his advisory role, he owns and operates Legacy Retirement Group, LLC, a business focused on the sale of life insurance, fixed annuities, and long-term care insurance. 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, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Nicholas Colantuono is a financial advisor at Johnson Brunetti with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Voya Financial Advisors, Integrated Wealth Concepts, and LPL Financial. In addition to advisory work, he is 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, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies implemented with trading discretion.

Carl Peterson is a ChFC® credentialed advisor with 37 years of experience, currently serving as a principal at Lindberg & Ripple, LRI Investments, LLC. He has been associated with Lindberg & Ripple since 1995 and M HOLDINGS SECURITIES, Inc. since 2000. Peterson serves on the Board of Trustees for The Bushnell Performing Arts Center and is an Investment Committee Member for the Hartford Foundation for Public Giving. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients, including state and municipal government entities.

Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.

Alejandro Gomez is a CFP® and CFA® with eight years of industry experience. He has been with Rossmore Private Capital, LLC since 2017 and previously worked at Bank of America from 2006 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often using independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Carolyn Paldino is a financial advisor at Conifer Investments Ltd with 31 years of industry experience. She has been with Conifer Investments since 1991. Conifer Investments provides advisory services primarily to individuals, families, trusts, and endowments, focusing on asset allocation supported by fundamental, technical, and cyclical analysis. The firm manages a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management, with an emphasis on client trade approval.

Thomas Sliney is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2015. He is a board member and finance committee member of Grace Academy, a tuition-free school for girls, where he oversees investment portfolio management. Additionally, he holds board and treasurer roles at the Watkinson Prisoners Aid Society and the Sister Parish Committee of St. Patrick-St. Anthony Church. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by other asset classes when appropriate, and manages approximately $1.26 billion in client assets across about 30 advisors.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. 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. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Cheyne is a financial advisor with Medallion Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Medallion Wealth Advisors since 2010 and is currently affiliated with Osaic Wealth, Inc. Cheyne serves as a board member and chair of the finance committee at Laurel Oak Country Club, a nonprofit organization. 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 provides portfolio management, financial planning, and consulting services, using a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and third-party managers when appropriate.

Eric Anderson is a financial advisor with HFM Wealth Management in Hartford, CT, holding 29 years of industry experience. He has worked at Hartford Financial Management, Inc. since 1996. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate clients. The firm provides portfolio management and comprehensive financial planning, employing customized investment plans and discretionary portfolio management that may include individual securities, mutual funds, ETFs, and dynamic hedging strategies.

Jared Costigan is a CFP® professional at SLP Wealth with four years of industry experience. He has worked at several firms, including Wealthspire Advisors and Private Capital Group, LLC. In addition to his advisory role, Jared provides student loan consulting as a Student Loan Planner, assisting borrowers with payoff and forgiveness strategies. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios and offers additional services such as tax preparation and 401(k) plan management.

Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.

Timothy Rich is a CFA® charterholder affiliated with YHB Investment Advisors Inc, with one year of industry experience. Prior to joining YHB, he worked at Chelsea Groton Bank and People's United Bank. He has served in the CT Army National Guard since 2006. YHB Investment Advisors, Inc. is a privately owned SEC-registered adviser managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with an emphasis on investment-grade bonds and quality equity selection.

Andrew Baldassarre is a CFA® charterholder with 25 years of industry experience. He has worked at Rossmore Private Capital, LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. He serves on the board of Village for Families and Children, a social services organization in the Hartford area. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection to client goals, often utilizing independent managers and private funds, and employs derivatives and leverage in some accounts, managing over $1.3 billion with a five-advisor team.

Brett Larocque is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank and TD Canada Trust. In addition to his advisory role, Larocque sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and emphasizes fundamental analysis with tailored portfolio strategies.

Joseph Mitchell is a Series 65-licensed advisor at YHB Investment Advisors Inc in West Hartford, CT, with one year of industry experience. His prior work includes roles at Raytheon, Collins Aerospace, Turner Construction, Carrier Corporation, the University of Connecticut, and Electric Boat Corporation. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, quantitative and qualitative equity research, and credit-conscious fixed-income management.