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.

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 at LRI Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at VP Distributors LLC and Virtus Investment Partners. His current roles also include serving as a registered representative for M Holdings Securities, where he advises retirement plan clients. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting, emphasizing ongoing supervision and tailored strategies across a range of client objectives.

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.

John Waterman is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation with 12 years of industry experience. He has been with Sky Investment Group since 2011, working within an eight-advisor team. 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 fundamental analysis of large, financially strong companies and offers both equity and fixed-income strategies, alongside a lower-fee Strategic Liquidity service for cash management and short-term liquidity needs.

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.

Robert Bingham is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, using fundamental analysis to guide investment decisions.

Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses and over 42 years of industry experience. He is also president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life insurance, health insurance, and annuities. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and businesses with a range of financial planning, asset management, and consulting services. The firm uses multiple analytical methods and a dynamic portfolio strategy that adjusts allocations across various asset classes to align with client objectives and risk tolerances.

Diane Daley is a financial advisor at Yhb Investment Advisors Inc with 11 years of industry experience and holds a Series 65 credential. She has been with Yhb Investment Advisors since 2011. Outside of her advisory role, she serves as a volunteer member on the Pension Board for the Town of Canton, reviewing holdings and making recommendations on asset allocations and withdrawals. 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 and independent research. The firm also offers pension and 401(k) consulting, trustee services, and specialized administrative support.

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.

Logan French is a financial advisor at RMC Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining RMC, he worked at Thomas H. Lee Partners and KPMG LLP. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm focuses on individually constructed equity and fixed-income portfolios, strategic asset allocation, and offers ancillary services such as trustee arrangements and administrative support for legacy accounts.

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.

Michael Herlihy is a financial advisor at RMC Investment Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at RMC since 2005. Outside of his advisory role, he is involved with Kingston Real Estate Partners, LLC and Downstream Properties LLC, both real estate-related ventures. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, including trustee and administrative services for legacy accounts.

Howard Case is a financial advisor with Founders Capital Management, LLC in Hartford, CT, holding a Series 65 designation and 23 years of industry experience. He has worked at Founders Capital Management since 2004 and previously spent 50 years at Case, Corrado, Yazmer & Co., P.C. Outside of advising, he works as an independent contractor preparing tax returns for Quinn and Company, LLC. Founders Capital Management provides investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a bottom-up, fundamental analysis investment approach focused on intrinsic value, managing concentrated portfolios with complementary diversification strategies and offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Richard Pye is a financial advisor at Sky Investment Group LLC with five years of industry experience. He holds a Series 65 designation and has been with Sky Investment Group since 2020. Prior to his advisory role, he spent ten years in various educational pursuits. 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 fundamental analysis and selective equity and fixed-income strategies.

Patrick Herlihy is a financial advisor at RMC Investment Advisors in West Hartford, CT, with four years of industry experience. He holds a Series 65 designation and previously worked at Barclays and UBS. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, also offering trustee and administrative services for legacy accounts.

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He has been with YHB Investment Advisors, Inc. since 1999. Sky Investment Group provides discretionary investment management 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, using fundamental analysis alongside selective equity and fixed-income strategies.