Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc. and various insurance and healthcare-related companies. He is also a licensed insurance agent for investment-related insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network that employs diversified investment models and third-party managers within a structured risk framework.

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.

Jason Pueschel is a financial advisor at Saxony Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities. Outside of his advisory work, Pueschel manages Alternative Tax Management, LLC, a tax preparation and accounting business, and serves as fund manager for private placement funds including AWM Clean Energy Fund, LLC. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm’s multi-team model includes 38 advisors and employs diverse investment methods such as fundamental, technical, and cyclical analysis, along with discretionary asset management and third-party advisory services.

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.

Michael Storer is a financial advisor with Symmetry Partners, holding Series 66 and Series 63 credentials and more than 30 years of industry experience. His prior work includes roles at New York Life Investment Management LLC and Northern Lights Distributors, Llc. He also serves as Senior Regional Director at Symmetry Partners, focusing on business development and national account relationship management. Symmetry Partners offers fee-based portfolio management and quantitative, model-driven advisory services to a diverse client base ranging from individual investors to institutional pension plans. The firm utilizes factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts, supported by a scalable technology platform.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at firms including Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., an acres swim and tennis club in Wethersfield, CT. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Douglas Kartsen is a CFA® charterholder with 20 years of industry experience. He currently serves at Fortis Capital Advisors, LLC and has operated DAK Financial Services, LLC since 2016. In addition to his advisory roles, he is a sole proprietor insurance agent offering fixed insurance, annuities, and various health-related insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning through a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, with $1.615 billion in discretionary assets under management as of the end of 2025.

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.

Brenda Larkin is a financial advisor at Westminster Financial Advisory Corp with 27 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corp. In addition to her advisory role, she consults on the financial aspects of divorce through Goldberg Larkin LLC. Westminster Financial Advisory Corp provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

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.

Gabe Hathorn is a financial advisor at Symmetry Partners with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Symmetry Partners since 2006. His prior experience includes roles at Northern Lights Distributors, LLC and Foreside Financial Services, LLC. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and distributes its strategies through unaffiliated broker-dealers, RIAs, and directly to select clients.

Bella Cristovao is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Symmetry Partners, where she has worked for one year, and has spent 15 years at Commonfund Securities, Inc. Symmetry Partners offers 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 and manages proprietary mutual funds and ETFs.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

Charles Minahan is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked 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, supplemented by individual securities or Independent Managers when appropriate.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.