Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Cameron Burns is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bradley, Foster & Sargent since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm also advises a registered mutual fund and a private investment vehicle, using a long-term, capital-preservation first investment approach supported by fundamental and technical analysis.

Peter Kennedy is a financial advisor at Integrated Advisors Network LLC holding a Series 65 designation. He has held various positions since 2016, including roles at All Source Investment Management, Talcott Financial Group, The Hanover Insurance Group, and State of Connecticut Retirement Plans and Trust Funds. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often placing clients on third-party sub-adviser platforms while supervising portfolio oversight and rebalancing.

Keith Larose is a financial advisor at Bradley, Foster & Sargent Inc in Hartford, CT, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Bradley, Foster & Sargent since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with a focus on individualized asset allocation and capital preservation. The firm also serves as adviser to pooled vehicles, including a registered mutual fund and a private investment fund.

Gary Lavallee is a financial advisor at Silver Oak Securities, Incorporated, holding the ChFC® designation with 37 years of industry experience. He previously worked at Kovack Advisors, Inc., Kovack Securities, Inc., and National Planning Corporation. Outside of his advisory work, he serves as an administrator for the Sheriffs-Posse, a nonprofit coalition supporting anti-domestic violence initiatives in Hampden County. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm’s investment approach includes individualized portfolio management and the use of outside strategists, delivering advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Douglas Bellfy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2014. Prior to joining CGN Advisors, he worked at Canberra Industries Inc. from 2007 to 2017. He holds a Series 65 license and is a licensed insurance agent, though he is not appointed with any insurance carrier and does not sell insurance products. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance structures and sub-advisory relationships uncommon among similar multi-team firms.

Jeffrey Liguori is a financial advisor at Bradley Foster & Sargent Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Napatree Capital LLC and People's Securities, Inc. Outside of his advisory role, he serves as a board member and chief volunteer officer for the Ocean Community YMCA. Bradley Foster & Sargent Inc is a multi-team firm with 30 advisors, serving clients through a collaborative investment approach.

Robert Bradley III is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc. in Hartford, CT. He has 31 years of industry experience and has been with Bradley, Foster & Sargent since 1994. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios totaling approximately $9.07 billion and employs an investment approach focused on individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price strategy.

David Dixon Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Bradley Foster & Sargent Inc. He previously worked at Wilmington Trust for ten years. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, with a majority of high-net-worth clients. The firm manages discretionary portfolios emphasizing individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price strategy, while also acting as adviser to a registered mutual fund and managing private investment funds.

Jonathan Weiss is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America and Merrill. Weiss is also involved as a producer and agent in a general insurance agency, ACC Agency, Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Gregory Miller is a financial advisor at Bradley, Foster & Sargent Inc with 16 years of industry experience. He holds the Series 66 designation and has been with the firm since 2011. Bradley, Foster & Sargent provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including advisory services for a registered mutual fund and a private investment vehicle. The firm emphasizes individualized asset allocation and a long-term, capital-preservation-first investment approach, combining fundamental and technical analysis to pursue growth at reasonable prices.

Timothy Ingalls is a financial advisor at OSAIC Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed using both proprietary and third-party platforms.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, Primerica Advisors, and Guardian Life Insurance Company. He serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a suite of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His career includes roles at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and his own firm, JP Santaniello Retirement Planning Solutions, where he has been an owner and agent since 2006. Through his independent insurance and annuity agency, he offers insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic asset-allocation models and offers discretionary portfolio management through various investment vehicles and affiliated sub-advisors.

Stephen Salmon Jr. is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Aetna. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting services, primarily providing non-discretionary investment recommendations through multiple program structures.

Philip Nemphos is a financial advisor with Commonwealth Financial Network based in Manchester, CT. He holds Series 63 and Series 65 credentials and has nine years of industry experience. He has been affiliated with Murray, Montovanni, Nemphos & Tierinni since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Eric Spooner is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Voya Financial in various capacities since 2014. Spooner is also an independent insurance agent, selling fixed life, annuity, and long-term care insurance when appropriate. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations rather than discretionary management.

George Henry Jr. is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has been a member of the CPA firm HRT Advisors since 2002. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income instruments, combining an enterprise operating scale with a range of model and wrap-fee program options.

Francis Leblanc is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience and holds a Series 66 designation. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, often providing non-discretionary recommendations that require client approval before execution.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.