Gary Wolff is a financial advisor with ValMark Advisers, Inc. in Manchester, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2007. Wolff is also president of Wolff Insurance Inc. and serves on several nonprofit boards, including the Connecticut Section PGA Golf Foundation and the Connecticut Center for Entrepreneurship & Innovation at the University of Connecticut. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Richard Capannola is a financial advisor with Northeast Planning Associates, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Northeast Planning Associates and affiliated with LPL Financial since 2012. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans with modular financial planning, discretionary investment management, and retirement plan advisory services. The firm manages approximately $414 million in discretionary assets through a team of about 70 advisors and emphasizes tailored financial planning and fiduciary portfolio management.

Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.

Patricia Matty is a financial advisor at St. Germain Investment Management with 18 years of industry experience. She has been with the St. Germain organization since 2003, working at St. Germain Securities until 2024 and at St. Germain Investment since 2013. Outside of her advisory role, she co-owns The Wild One Candles and Gifts, a handmade candle and gift business she operates with her son. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, and institutions. The firm employs a model-based investment approach combining quantitative and qualitative analysis, offering customized portfolios that integrate personalized financial planning.

Jerry Schreibstein is a financial advisor at Bradley Foster & Sargent Inc with one year of industry experience. Prior to entering finance, he has worked at Ear Nose and Throat Surgeons of Western New England since 1990. Bradley Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions. The firm manages approximately $9.07 billion in assets and serves both individual and pooled investment clients, emphasizing a capital-preservation investment philosophy with a blend of fundamental and technical analysis.

Adam Angibeau is a CFP® professional with 10 years of industry experience, currently affiliated with Sound Income Strategies, LLC. He has held positions at firms including Sanford C. Bernstein & Co., LLC and Fidelity Investments. Angibeau is involved in fixed insurance sales and client acquisition activities through Retirement Income Source SFG. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Tanya Haas is a financial advisor at St. Germain Investment Management with seven years of industry experience. She previously worked at Alexandra DEST Capital Management for 14 years. Outside of her advisory role, she operates Haas Financial Solutions, providing daily money management services such as budgeting assistance and bill paying support without control over clients’ funds. St. Germain Investment Management offers discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a long-term, asset-allocation-driven approach utilizing both quantitative and qualitative analysis across model portfolios.

Daniel Moroney is a CFP® with 26 years of industry experience. He is currently with Sound Income Strategies, LLC and Retirement Income Source SFG, having previously worked at GWFS Equities, Inc. for 10 years. Outside of his advisory roles, he is involved with Western Mass Transfer and Trade, a non-investment business handling removal and transferring of bodies to funeral homes. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers services such as asset management, financial planning, ERISA plan consulting, insurance planning, and ETF sub-advisory.

Ava Cariddi is a financial advisor at St. Germain Investment Management in Springfield, MA. She holds a Series 65 designation and has been with the firm since 2025. Prior to her advisory role, she worked in various positions including roles at Western New England University and Ben & Jerry’s. St. Germain Investment Management provides discretionary portfolio management and financial planning services to individual investors, high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and tailored portfolio management.

Robert Berriman is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2015, following six years at Wrp Investments, Inc. He is also president of One Source Financial Group Inc., a retirement plan administration and insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm offers multiple account structures and model-based solutions, utilizing both proprietary and third-party money managers.

James Stockman is a financial advisor at AlphaStar Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Capital, Inc., Independent Financial Group LLC, and Oppenheimerfunds. Outside of his advisory work, he is involved in real estate as a landlord. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches and supports its advisors with proprietary model portfolios and third-party portfolio construction tools.

Matthew Freitag is a financial advisor at St. Germain Investment Management in Springfield, MA, holding a Series 65 designation with nine years of industry experience. He previously worked for five years at Rinet Company, LLC before joining St. Germain Investment Management in 2021. St. Germain Investment Management provides discretionary portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets, employs a long-term, asset-allocation-driven investment approach, and communicates regularly with clients through account statements, market commentaries, and performance reports.

Gary Lavallee is a financial advisor at Silver Oak Securities, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Kovack Advisors, Inc., National Planning Corporation, and Commonwealth Financial Network. Outside of his advisory work, Lavallee is involved as an administrator for the Sheriffs-Posse, a nonprofit supporting anti-domestic violence initiatives. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers various advisory programs and primarily manages discretionary accounts tailored to client objectives, using a combination of individual securities, ETFs, mutual funds, and Strategist models.

Douglas Bellfy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2014. Prior to joining CGN Advisors, he worked at Canberra Industries Inc. from 2007 to 2017. He holds a Series 65 license and is a licensed insurance agent, though he is not appointed with any insurance carrier and does not sell insurance products. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance structures and sub-advisory relationships uncommon among similar multi-team firms.

Siobhan Matty is a Series 65-licensed financial advisor with St. Germain Investment Management, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she maintains an active real estate license but is not currently involved in sales or listings. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm employs model-based asset allocation with a long-term investment horizon and integrates personalized financial planning into its advisory services.

Jason Fiore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and previously operated Fiore Enterprises Inc for ten years. Outside of his advisory role, he manages business operations at Comarck Communications LLC and owns Pioneer Valley Trading LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Jonathon Torres is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at TD Bank N.A., Santander Securities, LLC, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Ryan Colleoni is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at TD Ameritrade for 13 years and has been associated with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated approach linked to Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Ingalls is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at several firms, including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides various services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and offering access to alternative investments through affiliated entities.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, Primerica Advisors, and Guardian Life Insurance Company. He serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a suite of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.