Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.

John Principe is a CFP® professional with 16 years of industry experience. He has been with SageBroadview Wealth Management, LLC since 2007. In addition to his advisory role, he is indirectly involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SageBroadview Wealth Management serves individuals, including high-net-worth clients and early-career business leaders, offering wealth management, integrated financial and tax planning, and consulting. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and uses institutional managers alongside customized portfolio strategies.

Raymond Radikas is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 65 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Voya Financial Partners, LLC. He is an incorporator for the New Britain Boys & Girls Club, a nonprofit organization. Johnson Brunetti is a multi-advisor firm managing approximately $2.78 billion in client assets, providing discretionary asset management, written financial planning, and consulting services for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with portfolios tailored to clients’ financial situations and risk tolerances.

Julie Bruno is a financial advisor at Spurstone with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Elm Advisors, LLC, American Elm Distribution Partners LLC, People's United Advisors, Inc., and People's Securities, Inc. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, portfolio management, and business owner and exit-planning consulting, often implementing investment mandates through discretionary management using third-party models and SEI asset allocation portfolios.

Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.

Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies and employs an investment approach focused on principal preservation and long-term total return.

Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Jaden Fowler is an advisor at Spurstone with a Series 65 credential and approximately one year of industry experience. His prior roles include positions at Northwestern Mutual, Gallagher, and Global Atlantic Financial Group, as well as early career experience at The College of Saint Rose and UConn Avery Point. Outside of financial advising, he has been involved in entrepreneurial ventures such as JF Pressure Washing LLC and SL Auto Detailing. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and business owner and exit-planning consulting, employing third-party managers and SEI asset allocation portfolios to implement investment mandates.

Joseph Conlan is a financial advisor at Johnson Brunetti with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at firms including Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of finance, he is a 40% partner and mentor at No Limit Logistics LLC, a transportation company, and a 50% partner and mentor at Student Academic Solutions LLC, an educational services company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies, supported by third-party resources and an Ambassador Program that encourages client referrals through charitable donations.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Matthew Sczurek is a CFP® professional with nine years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He previously worked at Purshe Kaplan Sterling Investments and New England Capital Financial Advisors, LLC. Outside of his advisory role, he is a pianist and serves as the Director of Music at East Granby Congregational Church. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a long-term, macroeconomic-driven investment approach and operates a multi-office model with 14 advisors managing approximately $1.67 billion in client assets.

Kathleen Gibilisco is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Securities Service Network from 2007 to 2020 and has been with AdviceOne since 2001. AdviceOne Advisory Services, LLC provides 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 for long-term growth and fixed income for current income, using proprietary asset-allocation models and manager due diligence.

Ann Marie Ocone is a CFP® with 16 years of industry experience and is currently with New England Capital Financial Advisors LLC. She previously worked for Purshe Kaplan Sterling Investments for 10 years. Outside of her advisory role, she serves as a board member of the Napier Foundation, a nonprofit organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and is known for its active seminar and workshop programs related to pension consulting and participant education.

Jeffrey Woodcock is a financial advisor at Johnson Brunetti with a Series 65 credential and two years of industry experience. He has worked at JB Capital LLC and Johnson Brunetti since 2022 and has additional work experience at Goodwin University and the University of Connecticut. Outside of advising, he has been involved with Two Pour Guys since 2017. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio management aligned with clients’ financial situations and risk tolerances.

Jennifer Killilea is a financial advisor with Johnson Brunetti, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. She has previously worked at Radius Financial Group and Armstrong Advisory Group. In addition to her advisory role, she sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored to client needs and risk tolerance.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

Lori Oblinger is a CFP® and ChFC® with 23 years of industry experience. She is an advisor at Empower Financial Advisory, LLC and has previously worked at Heritage Capital Advisors, Securities Service Network, and Securities America, Inc. Oblinger holds insurance producer licensure and engages in related insurance sales activities. Empower Financial Advisory is a team firm that serves individuals, including high-net-worth clients, trusts, estates, and small businesses, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation and manages over $635 million in discretionary assets.

Matthew Carreras is a CFP® professional at New England Capital Financial Advisors LLC with three years of industry experience. He has worked at the firm since 2022 and has prior experience in real estate, including roles at Keller Williams Realty and Re/Max. He also manages Wellspring Group LLC, a real estate consulting and property management business in West Hartford, Connecticut. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, financial planning, pension advisory, and educational programs. The firm emphasizes client-specific investment policies and conducts active seminars and workshops, particularly in pension consulting and technical portfolio analysis.

Ian Fergusson is a financial advisor at Johnson Brunetti with one year of industry experience. He holds a Series 65 designation and previously operated as a self-employed individual, including running George's Music Center where he taught informal music lessons. Outside of advisory work, Fergusson teaches sporadic music lessons. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis in its portfolio management and serves clients with tailored investment strategies.

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.