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.

Coty Shean is a financial advisor at Fiscal Wisdom Wealth Management LLC in Canton, CT, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual Wealth Management Company and affiliated entities for seven years. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, offering tailored portfolios and comprehensive planning across retirement, tax, estate, and business succession. The firm employs various investment strategies and maintains regular portfolio reviews with periodic rebalancing.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with a Series 65 credential and two years of industry experience. She has worked at Fiscal Wisdom since 2020 and previously held roles at Beachbody and Edward Jones. Martin also serves as an associate assisting with operations at Chadwick Financial Advisors. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm constructs tailored portfolios using a variety of investment strategies and offers financial planning in areas such as retirement, tax, estate, and business succession.

Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked with firms including Trust Advisory Group, Ltd. and Ages Financial Services, Ltd. Additionally, he is the president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life and health insurance and annuities. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm employs multiple methods of analysis and offers portfolio strategies driven by dynamic trade signals, utilizing a range of investment vehicles to meet client objectives and risk tolerances.

Dylan Cowen is a financial advisor at SGL Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Financial Advisory Services, LLC since 2013 and Cowen Tax Advisory Group since 2011. He is also affiliated with an accounting firm. 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 operates under a fiduciary standard and emphasizes diversified asset allocation with a long-term focus, often implementing client strategies through third-party managers.

Diane Daley is a financial advisor at Yhb Investment Advisors Inc with 11 years of industry experience and holds a Series 65 credential. She has been with Yhb Investment Advisors since 2011. Outside of her advisory role, she serves as a volunteer member on the Pension Board for the Town of Canton, reviewing holdings and making recommendations on asset allocations and withdrawals. 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 and independent research. The firm also offers pension and 401(k) consulting, trustee services, and specialized administrative support.

James Reynolds is a CFP® and CFA® with 18 years of industry experience. He has been with Hartford Financial Management Inc. (HFM Wealth Management) since 2019 and previously worked at Ganim Financial and Kestra Financial Services. He has also been involved with nonprofit organizations including the Connecticut Zoological Society and Thrive Bridgeport. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach with scenario analyses and fundamental investment analysis, providing discretionary portfolio management and specialized services like pension plan consulting and balance-sheet management for banking institutions.

Henry Peterson is a financial advisor with Medallion Wealth Advisors, LLC in Farmington, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Medallion Wealth Advisors since 2015 and previously with American Portfolios Financial Services, Inc. He is also involved in coaching with Farmington Public Schools. Medallion Wealth Advisors serves individuals, families, and institutional clients such as pension and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a long-term investment approach across mutual funds, ETFs, equities, and fixed income, and incorporates third-party investment managers when appropriate.

Logan French is a financial advisor at RMC Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining RMC, he worked at Thomas H. Lee Partners and KPMG LLP. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm focuses on individually constructed equity and fixed-income portfolios, strategic asset allocation, and offers ancillary services such as trustee arrangements and administrative support for legacy accounts.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has previously worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory role, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, including chairing the latter. LRI Investments is a team-based firm with 25 professionals managing approximately $2.78 billion. The firm provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities, offering customized portfolios with a long-term focus and quarterly reviews.

Michael Herlihy is a financial advisor at RMC Investment Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at RMC since 2005. Outside of his advisory role, he is involved with Kingston Real Estate Partners, LLC and Downstream Properties LLC, both real estate-related ventures. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, including trustee and administrative services for legacy accounts.

Patrick Herlihy is a financial advisor at RMC Investment Advisors in West Hartford, CT, with four years of industry experience. He holds a Series 65 designation and previously worked at Barclays and UBS. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, also offering trustee and administrative services for legacy accounts.

Lawrence Annello is a CFP® and PFS™ with 25 years of industry experience, currently serving at SageBroadview Wealth Management, LLC. He has worked at SageBroadview since 2000 and previously at UHY Advisors N.E., LLC and Del Conte, Hyde, Anello & Schuch, P.C. Annello is also involved in SageBroadview Tax, LLC, a firm that provides tax preparation services to businesses and individuals. SageBroadview Wealth Management offers comprehensive wealth management, financial and tax planning, and consulting services to individuals, including high-net-worth clients and early-career professionals through its Young Professionals Program. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing institutional managers and automated rebalancing tools alongside integrated tax and specialized planning services.

Brian Vendig is a financial advisor at MJP Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children’s Agency, a nonprofit human service organization focused on social and emotional well-being. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement consulting, alongside an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, proprietary models, and third-party platforms.

Alana Pezzuti is a financial advisor at RMC Investment Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following three years at Wells Fargo Clearing. 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 with a long-term approach, using independent research to select core equity and fixed-income investments tailored to client objectives.

Carter Dizes is a financial advisor at RMC Investment Advisors with a Series 65 credential and five years of industry experience. His background includes roles at Provident Healthcare Partners, Spinnaker Capital LLC, John Hancock, and Northeastern University. 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 documented fixed-income guidelines, avoiding tactical asset allocation or market timing.

William Fierston is a CFP® professional with five years of industry experience, currently serving at Fierston Financial Group Inc. Prior to joining the firm in 2021, he worked at Charles Schwab & Co., Inc. from 2018 to 2021 and has held roles outside the financial sector, including positions with Aspen Skiing Company and Wilderness Adventure. Fierston Financial Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing diversified allocations primarily through no-load mutual funds and ETFs, with portfolios managed on a discretionary basis.

Mark Everette is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding 25 years of industry experience. He has been with YHB Investment Advisors since 2000. 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 focused on diversified allocations, independent research, and credit-conscious fixed-income management, offering services including pension consulting, trustee services, and targeted financial consulting.