Jennifer Killilea is a financial advisor at Johnson Brunetti with 23 years of industry experience. She has held positions at JB Capital, 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, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, financial planning, and consulting, with portfolio advice based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

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.

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.

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 with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and six years of industry experience. He has been with Sky Investment Group since 2020, following a decade of schooling. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations, focusing on long-term capital preservation through diversified equity and fixed-income portfolios primarily for high-net-worth households. The firm uses fundamental analysis to guide investment decisions and manages all accounts on a discretionary basis with quarterly reviews.

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.

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He previously worked for YHB Investment Advisors, Inc. for 21 years. 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 equity and fixed-income portfolios managed primarily on a discretionary basis.

Brian Sheehan is a CFP® with 10 years of industry experience, currently serving as an advisor at Rossmore Private Capital, LLC since 2017. Prior to Rossmore, he worked at Merrill from 2014 to 2017 and Bank of America, N.A. from 2007 to 2017. He serves as a director and board chair of Malta House of Care, a charitable organization providing primary care medical services to uninsured residents in the greater Hartford area. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm employs a customized asset allocation approach, often utilizing independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Ted Terrion is a CFP® with nine years of industry experience, currently serving as an advisor at Founders Capital Management, LLC since 2017. Before joining Founders Capital Management, he worked at Northrop Grumman for one year. Founders Capital Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement advice. The firm employs a bottom-up, fundamental analysis approach emphasizing intrinsic value and constructs concentrated portfolios, managing approximately $920 million with a small advisory team.

Michael Grossman is a CFP® with 36 years of experience in the financial advisory industry. He is associated with AdviceOne Advisory Services, LLC, where he has worked since 2000, following prior experience at Securities Service Network, LLC and SSN Advisory, Inc. Outside of his advisory role, Grossman is involved in entrepreneurial coaching for financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm utilizes proprietary asset-allocation models emphasizing diversification and maintains a defined financial-planning process, managing approximately $2 billion in assets.

Ronald Williams Jr. is a CFP® professional with 37 years of industry experience, currently serving at Empower Financial Advisory, LLC. He has held positions at several firms, including Securities America Advisors, Inc. and SSN Advisory, Inc., before joining Empower in 2021. Williams also engages in insurance sales as a licensed producer. Empower Financial Advisory provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, while integrating ongoing financial planning through regular client contact.

Anita Roberts is a financial advisor with AdviceOne Advisory Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with AdviceOne since 2007. Outside of her advisory work, Roberts is an independent consultant for Mary Kay, selling skin care and cosmetics, and serves as a coaching liaison for AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios combining equity and fixed-income strategies using mutual funds and proprietary asset-allocation models, with a focus on long-term returns and risk management.

Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers 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 and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and VOYA Financial Advisors. Clough is also involved in insurance sales related to fixed annuities and various life insurance products. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, wealth management, and retirement plan consulting. The firm manages client assets with a focus on low-cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, and independent managers, utilizing both fundamental and technical analysis.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Galan Daukas is a financial advisor at Bradley, Foster & Sargent Inc with 19 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Ocean View Capital LLC and People's Securities, Inc. Bradley, Foster & Sargent provides investment advisory and financial planning services to high-net-worth individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on individualized asset allocation, capital preservation, and a Growth-at-a-Reasonable-Price investment strategy, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.