Stephen Weiner is a CFP® professional with six years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Personal Business Mgt. Group, Ltd. Advisors Capital Management serves a broad range of clients, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods and manages over $8 billion in discretionary assets.

Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes positions at Prudential Investment Management Services and Empower Financial Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating within the Principal Financial Group family, which provides access to affiliated products and integrated support services.

Cole Connelly is a financial advisor with Symmetry Partners holding a Series 65 designation. He has been with Symmetry Partners since 2021. Prior to joining the firm, he held positions at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and provides its strategies through multiple channels, including proprietary mutual funds and ETFs.

Russell Morris is a financial advisor with AlphaStar Capital Management holding a Series 66 designation and five years of industry experience. Prior to joining AlphaStar, he worked at firms including Charthouse Wealth Management, Connecticut River Wealth Management, LPL Financial, and Ameriprise Financial. In addition to his advisory role, he is an insurance agent at Charthouse Wealth Management and serves as a notary. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and quantitative tactical strategies, utilizing subadvisers and exchange-traded products.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Steven Hyman is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He formerly worked at Creative Funding Corporation for over four decades. In addition to his advisory role, he is a licensed independent life and health insurance agent. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm uses a combination of low-cost diversified funds, individual securities, and independent managers, applying both fundamental and technical analysis.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience and holds a Series 65 credential. He has held prior roles at Artura Wealth, LLC, Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a SaaS-based clinical business operations firm. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified allocations implemented through mutual funds, ETFs, and separately managed accounts.

Brendan Begley is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at multiple firms including Avantax Insurance Agency and LPL Financial LLC, and has also served as a director at First National Bank of Suffield. Outside of his advisory work, he serves as a board member for The Arthur G. Russell Company Incorporated and Fox Hollow Gun Club, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans through modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors and focuses on tailored planning and fiduciary portfolios rather than corporate clients.

Todd Mitchell is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Ategenos Capital, Orion Portfolio Solutions, Brinker Capital Securities, Foreside Financial Services, Symmetry Partners, and Virtus Investment Partners. Outside of his advisory work, he serves as Vice President of the Somers Lacrosse Association, a nonprofit organization that awards scholarships and hosts an annual lacrosse tournament. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down and bottom-up investment analysis across multiple asset classes, managing over $8 billion in assets and acting as an outsourced sub-advisor to intermediaries.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Symmetry Partners since 2008, including roles focused on business development and national account relationship management. His prior experience includes positions at New York Life Investment Management LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs alongside offering OCIO and sub-advisory services.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor at Symmetry Partners with 28 years of industry experience. He holds the Series 63 designation and has held leadership roles at Symmetry Partners since 1994, including CEO and manager. Prior to his current firm, he worked at Apella Capital, LLC for 11 years and Artura Wealth, LLC for two years. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach rooted in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios and separately managed accounts.

Martin Hairston is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at several related firms within the John Hancock and Manulife family since 2015. Outside of his advisory role, Hairston serves as a retirement consultant, providing educational information to participants in qualified retirement plans through John Hancock Retirement Plan Services. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on delivering written financial plans and an Emergency Savings program.

William Anderson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. He has previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial. In addition to his advisory role, he is involved with Brookwood Insurance Group, an affiliated insurance business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains a network of proprietary partner offices alongside multiple affiliated businesses, managing over $1.25 billion in assets as of the end of 2025.

Anthony Beaulieu is a financial advisor at Symmetry Partners with a Series 65 designation and three years of industry experience. His prior work includes roles at Uvoice USA, Farmington Public Schools, and the company DISH N DAT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse clientele, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

Neil Manning is a CFP® and Series 66 licensed financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers.