Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ESPN for 14 years. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, offering portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

William Horigan is a CFP® with seven years of industry experience, currently serving at Connecticut Wealth Management, LLC. He has worked exclusively with the firm since 2017. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, incorporating a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jack Rose is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked at Key Bank and the Hartford Golf Club, among other roles. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Nathan Nagel is a Series 65-licensed financial advisor at Connecticut Wealth Management, LLC with experience beginning in 2025. Prior to his advisory role, he worked in education at Christian Heritage School and the University of Connecticut. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors with financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Dennis Oconnor is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC for 10 years. Oconnor is also active as an insurance agent with Top Advisors Group. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and non-discretionary Fund Advice developed by Morningstar Investment Management.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in roles at Baker Hughes and General Electric. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

John Shanley is a CFP® professional with 14 years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior roles include positions at Mercer Advisors Inc., Pinnacle Investment Management Inc., and Fidelity. Shanley volunteers on the finance committee of the Connecticut Historical Society, where he assists with budgeting and reviewing the investment portfolio. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, offering a range of investment options including no-load mutual funds, ETFs, individual stocks and bonds, and private equity opportunities for qualified clients.

David Palladino is a Series 66-licensed advisor at Fortis Capital Advisors, LLC with four years of industry experience. Prior to joining Fortis Capital Advisors in 2022, he managed a power washing business, Pals Power Washing, from 2013 to 2022, occasionally contributing as a project manager and laborer. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Jason Raiti is a CFA® charterholder with two years of experience currently working at Connecticut Wealth Management, LLC. His prior roles include five years at Edgehill Endowment Partners and three years at Choate Rosemary Hall. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, and plan sponsors. The firm utilizes a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles such as no-load mutual funds, ETFs, individual securities, and alternative investments.

Matthew Bonvicini is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. Prior to joining Connecticut Wealth Management in 2021, he worked at Prism Autism Education and Consultation for one year. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base including individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Sjaun Sanderson is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience with JB Capital, LLC and Johnson Brunetti. Sanderson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company, JN Financial. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary models and third-party managers to manage primarily discretionary accounts, incorporating methods such as modern portfolio theory and quantitative analysis.

Margaret Aguirre is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior roles include positions at Johnson Brunetti, PFS Investments Inc., and Capitol Region Education Council. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, incorporating modern portfolio theory, fundamental, technical, and quantitative analysis.

Jenna Isleib is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2020, including her current role beginning in 2021, and previously worked at Mintz + Hoke. Prior to her financial services roles, she was involved with the University of Connecticut Undergraduate Admissions and worked in other sectors including electric services and recreation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Elizabeth Devino is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. She holds the PFS™ designation and a Series 65 license. Outside of her advisory role, she serves as a Corporator with Thomaston Savings Bank and holds unpaid board and finance committee positions with the Palace Theater and Holy Cross High School, both in Waterbury, CT. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investments from mutual funds and ETFs to individual securities and alternative investments.