Christopher Pierce is a CFA® charterholder with four years of industry experience. He has worked at HFM Wealth Management since 2021 and previously spent seven years at Aspen Capital Solutions LLC. HFM Wealth Management advises individuals, families, trusts, endowments, retirement plans, and institutional clients, offering customized investment plans and comprehensive financial planning. The firm manages portfolios on a discretionary basis and provides specialized services including retirement-plan consulting, investment policy design, and risk management for banks and foundations.

Paul Martel is a financial advisor with Yhb Investment Advisors Inc in West Hartford, CT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been affiliated with affiliated firms including Youell Haviland Bliss and YHB Pension Investment Services since 1989. Martel is also Vice President and owner of YHB Retirement Services, LLC, where he serves on the board of directors and provides qualified plan consulting. YHB Investment Advisors provides discretionary portfolio management for individuals, charitable institutions, corporations, trusts, and retirement plans, using a team-based investment approach focused on diversified allocations and independent research. The firm also offers pension consulting, trustee services, and management of held-away participant accounts, with an emphasis on quarterly portfolio reviews and risk-conscious fixed-income management.

Jeremy Garskof is a financial advisor at HFM Wealth Management with a Series 65 credential and two years of industry experience. His prior work includes roles at Legal & General Retirement America and the University of Connecticut. Outside of finance, he has been involved with the Ridgefield Running Company. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, and institutional clients, providing portfolio management and comprehensive financial planning. The firm employs customized investment plans, scenario analyses, and discretionary management strategies, including use of individual securities, mutual funds, ETFs, and selective options and futures.

Kent Zahner is a financial advisor at Sky Investment Group LLC with 22 years of industry experience. He holds a Series 65 designation and previously worked for Keynote Financial Services, LLC for 22 years and Magdefrau, Renner & Ciaffaglione LLC, CPA's for 26 years. Mr. Zahner is a licensed CPA but no longer practices accounting. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios emphasizing large, financially strong companies, using a fundamentally driven investment approach.

Dennis Hannigan is a CFA® charterholder with 20 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2005. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that includes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Jared Madden is a financial advisor at YHB Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has previously worked at Empower and Prudential Financial. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans, employing a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management. The firm also offers specialized consulting and trustee services in addition to asset management.

Massimo Eichner is a Series 65 licensed advisor at YHB Investment Advisors Inc with three years of industry experience. He has been with YHB since 2021 and previously worked at Trinity College from 2016 to 2020. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process focused on diversified allocations, independent equity research, and credit-conscious fixed-income management, with regular portfolio reviews and several consulting and trustee services.

Rafael Quiros is a financial advisor at HFM Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has been with Hartford Financial Management Inc. since 1988. He is also the owner of Hartford Financial Management, Inc., a registered investment adviser. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate entities. The firm provides customized investment plans, ongoing portfolio management, and comprehensive financial planning, with specialized institutional capabilities for banks and foundations.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at 3D/L Capital Management, LLC and 3D Asset Management, Inc. since 2016. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients, including individuals, high-net-worth households, qualified retirement plans, and municipalities. The firm uses quantitative, factor-based, and systematic investment approaches alongside passive index funds and ETFs, offering discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services.

William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously at American Portfolios Financial Services, Inc., and Merrill. Outside of his advisory role, he is also licensed as an insurance agent. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, retirement accounts, and various organizations. The firm provides portfolio management, financial planning, and pension consulting, managing accounts through client-specific investment policies and offering both discretionary and non-discretionary services.

Elisheva Defeo is a financial advisor at YHB Investment Advisors Inc with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Robert Roth from 2014 to 2018. 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, independent research, and credit-conscious fixed-income management.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

Eric Kaleta is a financial advisor with LRI Investments who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes roles at VP Distributors LLC and Virtus Investment Partners, where he worked for 13 years each. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, focusing on customized asset allocation with a long-term orientation and offers both discretionary and non-discretionary services.

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Coty Shean is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked for Northwestern Mutual in various roles from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios and financial planning across multiple areas, with a team-based approach that incorporates diverse investment strategies and regular account reviews.

John Waterman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Sky Investment Group LLC since 2011. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm emphasizes long-term capital preservation through diversified portfolios managed using fundamental analysis, focusing on large, financially strong companies.

Patrick Terrion is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Founders Capital Management, LLC in Hartford, CT since 2004 and previously worked at the University of Connecticut from 2000 to 2020. Founders Capital Management provides investment advisory services primarily to individuals, including high-net-worth clients, as well as charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on bottom-up, fundamental analysis with an emphasis on intrinsic value, typically constructing portfolios from individual equities and bonds while using ETFs or mutual funds for diversification in smaller accounts.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Beachbody and Edward Jones. Martin is also an associate at Chadwick Financial Advisors, assisting with operations. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.