Nicholas Gerlach is a financial advisor at Empower Financial Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Jasmac Inc, Winfield Funeral Home, Northwestern Mutual, and Mercer. 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.

Brian Sheehan is a CFP® with 10 years of industry experience, currently serving as an advisor at Rossmore Private Capital, LLC since 2017. Prior to Rossmore, he worked at Merrill from 2014 to 2017 and Bank of America, N.A. from 2007 to 2017. He serves as a director and board chair of Malta House of Care, a charitable organization providing primary care medical services to uninsured residents in the greater 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 employs a customized asset allocation approach, often utilizing independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Michael Grossman is a CFP® with 35 years of experience in the financial services industry. He has been with AdviceOne Advisory Services, LLC since 2000 and previously worked at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory work, he is involved in entrepreneurial coaching through AdviceOne Empowerment Coaching LLC, where he provides business coaching to financial advisors. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm emphasizes a dual-portfolio approach using equity and fixed-income sleeves, relying on mutual funds, proprietary asset-allocation models, and manager due diligence.

Ronald Williams Jr. is a CFP® professional with 37 years of industry experience, currently serving at Empower Financial Advisory, LLC. He has held positions at several firms, including Securities America Advisors, Inc. and SSN Advisory, Inc., before joining Empower in 2021. Williams also engages in insurance sales as a licensed producer. Empower Financial Advisory provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, while integrating ongoing financial planning through regular client contact.

Anita Roberts is a financial advisor with AdviceOne Advisory Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with AdviceOne since 2007. Outside of her advisory work, Roberts is an independent consultant for Mary Kay, selling skin care and cosmetics, and serves as a coaching liaison for AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios combining equity and fixed-income strategies using mutual funds and proprietary asset-allocation models, with a focus on long-term returns and risk management.

Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and VOYA Financial Advisors. Clough is also involved in insurance sales related to fixed annuities and various life insurance products. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, wealth management, and retirement plan consulting. The firm manages client assets with a focus on low-cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, and independent managers, utilizing both fundamental and technical analysis.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Paul Bandurski is a CFP® with 26 years of industry experience, currently serving at Symmetry Partners. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Thrivent Investment Management, and Ameriprise. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers various model portfolios, outsourced reporting, and tax-aware transition services.

Benjamin Barning is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with portfolio customization and ETF sub-advisory services.

Carole Lynn Saros is a CFP® professional with 30 years of industry experience, currently serving as an Investment Advisory Representative at NWF Advisory Services Inc. Her prior roles include positions at NEXT Financial Group and The Ameriflex Group. She is also the owner of CS Financial Services, LLC, where she provides tax preparation and accounting services alongside financial planning and fixed insurance product sales. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets and serving primarily individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Ronald Tine is a financial advisor at StoneX Advisors Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining StoneX Advisors in 2015, he worked at Guardian Life and has operated his own insurance agency, RJ Tine Associates LLC, where he serves as an insurance agent specializing in life, disability, group health, long-term care, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes both independent advisors and an in-house Private Client Group to deliver investment strategies through various models and third-party money managers.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VP Distributors LLC and Virtus Investment Partners for ten years. 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 grounded in Modern Portfolio Theory and offers a range of model portfolios, separately managed accounts, and sub-advisory services.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual stocks, bonds, and independent managers.

Matthew Hamel is a financial advisor at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtus Investment Partners and VP Distributors Inc. Since 2025, he has served as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a range of clients including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and distributes its strategies through unaffiliated broker-dealers, RIAs, and direct clients.