Ruth Gretz is a CFP® with 11 years of industry experience, currently serving as an advisor at MJP Wealth Advisors. Her prior roles include positions at HighTower Securities and operating her own CPA practice focused on professional licensing and affiliations management. She is also the sole owner of Lambert Solutions, a consulting business for CPA license maintenance and networking. Additionally, Gretz holds several volunteer roles involving financial oversight for nonprofit and community organizations in Connecticut. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by offering asset management, financial planning, and retirement consulting, combining proprietary model portfolios with customized client solutions. The firm manages approximately $1.56 billion in discretionary assets and emphasizes principal preservation through diversified investment strategies and regular portfolio monitoring.

Carie Hodel is a financial advisor at RMC Investment Advisors with a Series 65 designation and over 20 years of experience, including a long tenure at Torrington Savings Bank. She has been with RMC since 2025. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes individually constructed equity and fixed-income portfolios and offers trustee and administrative services for legacy accounts.

Matthew Salem is a financial advisor at Johnson Brunetti with a Series 65 credential and three years of industry experience. He previously worked at Sentinel Asset Management LLC and Bankers Life, among other roles. Salem also sells life insurance and fixed annuities through an affiliated insurance company, JN Financial. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, written financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis and tailors investment strategies to clients' financial situations and risk tolerances.

Charles Dufour is a financial advisor at William Joseph Capital Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining William Joseph Capital Management in 2017, he has been self-employed since 2010 and also works as an independent insurance agent, focusing on life and health insurance as well as annuities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors through the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Jakob Hudanish is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 license and two years of industry experience. Prior to joining Johnson Brunetti and JB Capital LLC in 2024, he worked at Brown and Brown Insurance for one year. He is also an insurance agent involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti (JB Capital) is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach relies on fundamental analysis, implementing tailored long- and short-term portfolio strategies aligned with clients’ financial situations and risk tolerances.

Olivia Grossman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at AdviceOne Advisory Services, LLC. She previously worked at The Vanguard Group, Inc. for six years and has held roles at Randstad, the Tuck School of Business at Dartmouth, Securities Service Network, and AdviceOne LLC. 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 and fixed-income sleeves, utilizing open-ended mutual funds and proprietary asset-allocation models focused on long-term risk and return.

Are you a Young Professional… …in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing? …who would like a coach to hold you accountable to your financial commitments? …who could use help creating goals, paying down debt, and starting a savings and investing plan? …who wants to make the most of your salary and company benefits? …who would like direction on how best to protect you and your loved ones with insurance and wills? What is SAGEbroadview Wealth Management for a Young Professional? As a young professional, investing in your future is the single most important financial step you can take. This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it. Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it. Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout. Professional Background I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT. In July 2021, I was promoted to Partner. I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout. I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. Personal Background I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since. Read Christopher’s blog here: https://sagebroadview.com/blog-2/

Allen Dunahoo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Edward Jones for 18 years and is currently with Fiscal Wisdom Wealth Management LLC and Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and offers tailored portfolio construction using a range of investment strategies and asset classes. The firm also facilitates third-party money manager referrals and conducts educational seminars and workshops.

Robert Hammond is a CFP® with 26 years of industry experience and is affiliated with Hammond Iles Wealth Advisors in Wethersfield, CT. His career includes roles at Purshe Kaplan Sterling Investments and Ceros Financial Services, alongside his longstanding work at Hammond Iles Wealth Advisors. Outside of his advisory duties, he serves on nonprofit boards and advisory committees, including the Connecticut Forum and Connecticut Community Care, and is involved in leadership roles at Westminster Presbyterian Church and Blood Cancer United. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning to individuals—including high-net-worth clients—as well as corporations and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset-allocation driven approach grounded in Modern Portfolio Theory and tax-aware strategies, typically using ETFs and mutual funds with periodic rebalancing.

Marissa Fierston is a CFP® with four years of industry experience, currently serving as an advisor at Fierston Financial Group Inc. She previously worked at Vanguard and has a background that includes time at Elon University and Wampanoag Country Club. Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold strategy, emphasizing diversified allocations primarily using no-load mutual funds, with portfolios managed on a discretionary basis and periodically reviewed.

Linda Morel is a Series 65-licensed financial advisor at YHB Investment Advisors Inc. in West Hartford, CT, with 12 years of industry experience. She has been with YHB Investment Advisors since 2004. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, emphasizing diversified portfolios and periodic rebalancing.

Jeffrey Sobon is a financial advisor at Johnson Brunetti with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MML Investors Services, Inc. from 2000 to 2022. Outside of his advisory role, he is a musician and has been a bassist since 1995. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and employs a fundamental analysis approach tailored to clients’ financial situations and risk tolerances.

Anna Case is a CFP® with three years of industry experience, currently serving as an advisor at Founders Capital Management, LLC. Prior to joining Founders Capital, she held roles at Morgan Stanley & Co. LLC and Macquarie Capital (USA) Inc. Founders Capital Management provides investment advisory services primarily to individuals, charitable organizations, and business entities, employing a bottom-up, fundamental analysis approach focused on intrinsic value. The firm manages portfolios with a concentrated set of holdings and emphasizes long-term strategies combined with selective trading and fixed-income positioning.

Scott Iles is a financial advisor with Hammond Iles Wealth Advisors and holds the Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Ceros Financial Services, Inc., and Kelly Financial Group, LLC. Outside of advisory work, he is involved with Financial Freedom Centers, LLC, a partnership focused on owning and leasing commercial real estate. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning services to individuals, corporations, and other entities. The firm manages approximately $475 million in assets using a long-term, asset-allocation approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Michael Stamos is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes positions at Arete Wealth Management LLC and Royal Alliance. 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, emphasizing principal preservation and long-term total return across a diversified range of asset classes.

Daniel Lester is a CFP®-designated financial advisor with six years of industry experience, currently at SageBroadview Wealth Management, LLC. His background includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management is a team-based advisory firm serving individuals, trusts, and estates with integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program. The firm emphasizes a long-term, diversification-driven investment approach using Modern Portfolio Theory, with portfolios incorporating strategies from Dimensional Fund Advisors, mutual funds, and ETFs.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

Theodore Kaplan is a financial advisor at MJP Wealth Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MJP Wealth Advisors since 2010, previously with Arete Wealth Management and Royal Alliance Associates. In addition to his advisory role, he owns and actively works in Kaplan Insurance Group, an insurance sales business. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and a blend of bottom-up selection, technical analysis, and intermarket research.

Nathanial Chandler is a Series 65-licensed advisor at YHB Investment Advisors Inc with two years of industry experience. He has been with YHB since 2023. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement and profit-sharing plans. The firm employs a team-based investment process focusing on diversified allocations, quantitative and qualitative research, and credit-conscious fixed-income management.