Kent Zahner is a financial advisor at Sky Investment Group LLC with 22 years of industry experience. He holds a Series 65 designation and previously worked for Keynote Financial Services, LLC for 22 years and Magdefrau, Renner & Ciaffaglione LLC, CPA's for 26 years. Mr. Zahner is a licensed CPA but no longer practices accounting. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios emphasizing large, financially strong companies, using a fundamentally driven investment approach.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

Dennis Hannigan is a CFA® charterholder with 20 years of industry experience. He has been with YHB Investment Advisors, Inc. since 2005. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm uses a team-based investment process that includes diversified allocations, independent research for equity selection, and credit-conscious fixed-income management, with regular portfolio reviews and discretionary trading authority.

Jared Madden is a financial advisor at YHB Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has previously worked at Empower and Prudential Financial. 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, independent research, and credit-conscious fixed-income management. The firm also offers specialized consulting and trustee services in addition to asset management.

Massimo Eichner is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and three years of industry experience. He has been with YHB since 2021, following four years at Trinity College. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, employing a team-based investment process focused on diversified allocations and thorough research. The firm also offers pension consulting, trustee services, and targeted financial consulting, operating a firm-sponsored donor-advised fund and managing held-away participant accounts.

Rafael Quiros is a financial advisor at HFM Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has been with Hartford Financial Management Inc. since 1988. He is also the owner of Hartford Financial Management, Inc., a registered investment adviser. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate entities. The firm provides customized investment plans, ongoing portfolio management, and comprehensive financial planning, with specialized institutional capabilities for banks and foundations.

William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.

John Principe is a CFP® professional with 16 years of experience in financial advising. He has been with SageBroadview Wealth Management, LLC since 2007, currently working as part of a six-advisor team in Farmington, CT. He is also indirectly associated with SageBroadview Tax, LLC, which provides tax preparation services but is not investment-related. SageBroadview Wealth Management serves individuals, including high-net-worth clients, trusts, and estates with comprehensive wealth management and consulting services. The firm employs a long-term, diversification-focused investment approach utilizing Modern Portfolio Theory and mainly buy-and-hold strategies, combining financial and tax planning with discretionary portfolio management.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously at American Portfolios Financial Services, Inc., and Merrill. Outside of his advisory role, he is also licensed as an insurance agent. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, retirement accounts, and various organizations. The firm provides portfolio management, financial planning, and pension consulting, managing accounts through client-specific investment policies and offering both discretionary and non-discretionary services.

Elisheva Defeo is a financial advisor with YHB Investment Advisors Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with YHB since 2018 and previously worked at Northwestern Mutual Wealth Management Company and affiliated firms from 2014 to 2018. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, employing a diversified investment approach with a focus on quality equity selection and investment-grade bonds.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. 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 and employs an investment approach focused on principal preservation and long-term total return.

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 at LRI Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at VP Distributors LLC and Virtus Investment Partners. His current roles also include serving as a registered representative for M Holdings Securities, where he advises retirement plan clients. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting, emphasizing ongoing supervision and tailored strategies across a range of client objectives.

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Coty Shean is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked for Northwestern Mutual in various roles from 2017 to 2025. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios and financial planning across multiple areas, with a team-based approach that incorporates diverse investment strategies and regular account reviews.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. 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, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

John Waterman is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation with 12 years of industry experience. He has been with Sky Investment Group since 2011, working within an eight-advisor team. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis of large, financially strong companies and offers both equity and fixed-income strategies, alongside a lower-fee Strategic Liquidity service for cash management and short-term liquidity needs.

Patrick Terrion is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Founders Capital Management, LLC in Hartford, CT since 2004 and previously worked at the University of Connecticut from 2000 to 2020. Founders Capital Management provides investment advisory services primarily to individuals, including high-net-worth clients, as well as charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on bottom-up, fundamental analysis with an emphasis on intrinsic value, typically constructing portfolios from individual equities and bonds while using ETFs or mutual funds for diversification in smaller accounts.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Beachbody and Edward Jones. Martin is also an associate at Chadwick Financial Advisors, assisting with operations. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.