Byron Nilsson is a financial advisor at YHB Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and previously worked at Societe Generale for ten years. YHB Investment Advisors provides discretionary portfolio management and related consulting services to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management.

Kara Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Macro Advisors, Inc., where she has been since 2024. Miller is also a partner at Professional Investors Life & Annuity, LLC, a business specializing in life insurance, annuities, and health insurance sales. Macro Advisors, Inc. manages approximately $371 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model allocations combining equities, hedging strategies, and fixed income, and incorporates fundamental and technical analysis alongside option writing and structured products in its investment approach.

Thomas Manning is a Series 65-licensed financial advisor at Yhb Investment Advisors Inc with 16 years of industry experience. He has been with Yhb Investment Advisors since 2015. Yhb Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process emphasizing diversified allocations, independent research, and credit-conscious fixed-income management.

Jeffrey Annello is a financial advisor at SAGEbroadview Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Capital Management, Noise Free Investments, LLC, and Farnam Street Media. His background also includes a five-year tenure at the University of Connecticut. SAGEbroadview Wealth Management offers wealth and portfolio management, integrated financial and tax planning, and consulting primarily for individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside specialized planning services such as equity compensation analysis and integrated tax projections.

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.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

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.

William Herlihy is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and previously spent five years with Arbor Realty Trust. 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 advisory services to high-net-worth individuals, families, institutions, corporations, and municipal clients. The firm focuses on strategic asset allocation using independently researched core equity holdings and fixed-income portfolios, without engaging in tactical asset allocation or market timing.

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.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously held positions at American Portfolios Financial Services, Inc. and Merrill. Outside of his advisory role, he is also licensed as an insurance agent with Highland Capital Brokerage. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and both wrap and non-wrap advisory programs, utilizing client-specific investment policies with a focus on mutual funds, ETFs, long-term purchase strategies, and third-party manager allocations.

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.

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.

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.

Dana Esposito is a Series 65-licensed advisor with Happiness in Retirement in Watertown, CT. She has prior experience at Del-Sette Capital Management, LLC, Powell Financial Planning and Tax Services, and the Law Office of Julia M. Brown, LLC. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, along with fundamental and technical analysis, and integrates planning, estate-planning technology, and tax work into client engagements.