Dylan Cowen is a financial advisor at SGL Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Financial Advisory Services, LLC since 2013 and Cowen Tax Advisory Group since 2011. He is also affiliated with an accounting firm. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation with a long-term focus, often implementing client strategies through third-party managers.

Diane Daley is a financial advisor with YHB Investment Advisors Inc, holding a Series 65 designation and 11 years of industry experience. She has been with YHB Investment Advisors since 2011. Diane serves as a volunteer member on the Pension Board for the Town of Canton, Connecticut, where she participates in reviewing holdings and making recommendations on asset allocations and fund withdrawals. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management for individuals, pension and 401(k) consulting, and donor-advised fund services, emphasizing diversified portfolios with a focus on investment-grade bonds and quality equity selection.

James Reynolds is a CFP® and CFA® with 18 years of industry experience. He has been with Hartford Financial Management Inc. (HFM Wealth Management) since 2019 and previously worked at Ganim Financial and Kestra Financial Services. He has also been involved with nonprofit organizations including the Connecticut Zoological Society and Thrive Bridgeport. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach with scenario analyses and fundamental investment analysis, providing discretionary portfolio management and specialized services like pension plan consulting and balance-sheet management for banking institutions.

Henry Peterson is a financial advisor with Medallion Wealth Advisors, LLC in Farmington, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Medallion Wealth Advisors since 2015 and previously with American Portfolios Financial Services, Inc. He is also involved in coaching with Farmington Public Schools. Medallion Wealth Advisors serves individuals, families, and institutional clients such as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a long-term investment approach across mutual funds, ETFs, equities, and fixed income, and incorporates third-party investment managers when appropriate.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory work, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, where she is chair of the board. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, working with both individual and institutional clients including state and municipal government entities.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience. He has worked at SageBroadview Wealth Management, LLC since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. He is also involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SAGEbroadview Wealth Management is a team-based advisory firm serving individuals, including high-net-worth clients, trusts, and estates. The firm offers integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program, employing a long-term, diversification-focused investment approach.

Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children's Agency, a nonprofit human service organization in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.

William Fierston is a CFP® professional with five years of industry experience, currently serving at Fierston Financial Group Inc. Prior to joining the firm in 2021, he worked at Charles Schwab & Co., Inc. from 2018 to 2021 and has held roles outside the financial sector, including positions with Aspen Skiing Company and Wilderness Adventure. Fierston Financial Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing diversified allocations primarily through no-load mutual funds and ETFs, with portfolios managed on a discretionary basis.

Mark Everette is a financial advisor at YHB Investment Advisors Inc with 25 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2000. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

Hilary Pohley is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT. She holds a Series 65 designation and has three years of industry experience. Prior to joining YHB in 2021, she worked at Pangaro Wealth Management from 2018 to 2021 and has additional experience in legal and homemaking roles. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focusing on diversified allocations, quantitative and qualitative equity research, and credit-conscious fixed-income management.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.

Kimberly Wohler is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Apella Wealth. She previously worked for 20 years at Financial Connections Group, Inc. Kimberly is based in West Hartford, CT. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to deliver customized portfolio solutions.

Tyler Ondatje is a CFP® professional with 11 years of industry experience. He is currently an advisor at Apella Wealth, where he has worked since 2023. His prior roles include positions at Clarity Wealth Management, Anchor Capital Management Group, Seaside Wealth Management, and JP Morgan Securities. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach incorporating factor-oriented equity strategies, fixed-income allocations, and tax management, supported by various technology platforms to deliver customized portfolio solutions.

David Casarella is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Bank of America, and Webster Financial Corporation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients. The firm emphasizes fixed-income and income-oriented strategies, offering asset management, financial planning, ERISA plan services, and ETF sub-advisory with a focus on customized portfolio management and risk oversight.

Joshua Mangini is a financial advisor at Connecticut Wealth Management, LLC, holding Series 65 and Series 66 licenses. He began his advisory career in 2025 with Ameriprise before joining Connecticut Wealth Management in 2026. Prior to entering the financial industry, his work experience includes roles at Moravian University and local government positions in New Hartford and Northwestern Regional #7. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach grounded in fundamental analysis and strategic asset allocation, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client goals and risk tolerance.

Samuel Marrella Jr. is a financial advisor with APELLA Wealth, holding Series 66 and Series 65 credentials and 13 years of industry experience. He previously worked at Raymond James Financial Services and operated Marrella Private Wealth, LLC. Outside of his advisory work, he is a partner in The Greenbriar Collective, a business originally started as a golf course-themed Instagram page that later expanded to merchandise sales. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and tax overlay management, supported by various technology integrations to customize and monitor client portfolios.

Denis Horrigan is a CFP® professional with 22 years of industry experience, currently serving at Connecticut Wealth Management, LLC since 2011. He holds securities licenses including Series 63, 65, and 66. Outside of his advisory role, he is Chair of Hartford Your Scholars, serves on the Simsbury-Grady Rotary Club’s Investment Committee, and holds trustee and director positions with several nonprofit organizations focused on senior living, conservation, and workforce development. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven asset allocation approach and offers access to private equity investments for qualified clients.

Derek Jobe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at APELLA Wealth since 2021. His prior positions include roles at Vestory, LLC, Key Investment Services, and Key Bank. APELLA Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to support portfolio customization and management.

Laura Carlson is a PFS™ credentialed financial advisor with four years of industry experience, currently with Apella Wealth in West Hartford, CT. She has worked at Apella Capital, LLC since 2022 and previously spent eleven years at NR Smith & Associates, P.S. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven, quantitative investment strategies alongside tax and retirement plan consulting. The firm combines separately managed accounts, an automated Betterment TAMP, and institutional services, supporting around 90 advisors and approximately $11 billion in regulatory assets under management.

Marisa Rothstein is a CFP® professional with ten years of industry experience. She has worked at Advisory Services Network since 2019 and previously spent three years with Baker Avenue Asset Management. In addition to her advisory role, she serves as Treasurer and investment committee member for the nonprofit Journey Home and holds board positions with the Financial Planning Association in both Connecticut and New York. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and utilizes a diverse mix of investment products and strategies.