Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

Eric Pitruzzello is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at American Senior Benefits, Northwestern Mutual, and experience in community recreation through Middlefield Parks and Recreation. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting for individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Kevin Briganti is a CFP® and holds a Series 65 license with five years of experience in the financial industry. He is currently with Connecticut Wealth Management, LLC. Outside of his advisory role, Briganti serves as an on-ice official in the American Hockey League and the Hockey East Association (NCAA). Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, using a variety of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Timothy Haas is a financial advisor at Prosperity Capital Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Prosperity Capital Advisors, Mr. Haas worked at LifePro Asset Management, Integrated Wealth Concepts, LPL Financial, and National Planning Corporation. Outside of his advisory role, he manages multiple insurance agencies and offers tax preparation services. Prosperity Capital Advisors is a multi-team SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision using well-known providers and third-party sub-advisors.

Rosa Cadena is a financial advisor at Connecticut Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Focus Partners Wealth, GYL Financial Synergies, Resnick Investment Advisors, and JPMorgan. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm generally uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Malcolm Huckaby is a Series 66-licensed financial advisor with Capitol Securities Management, Inc., where he has worked since 2012. He has 22 years of industry experience. Outside of his advisory role, Huckaby serves as a college basketball color analyst for ESPN. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

Miguel Carneiro is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Investments for four years before joining his current firm. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

David Sutkaitis is a financial advisor with Redhawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory work, Sutkaitis serves as an NRA pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and the use of third-party signal providers for certain strategies.

Samuel De Bono is a CFP® and Series 65-registered advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021, having previously worked at CG Financial Services and Claudia Pollak Law. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jennifer Barry is a CFP® professional with 28 years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked in multiple periods since 2019. Prior to that, she spent 20 years at Capital Strategies, Inc. and LPL Financial. Outside of her advisory role, she serves as a guardian and power of attorney for individuals, managing personal care and trust responsibilities. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a range of clients, including individuals, trusts, estates, non-profits, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.

Mia Servidone is a CFP® and holds a Series 65 license, working with Connecticut Wealth Management, LLC. She has three years of industry experience, including roles at Central Connecticut State University Bursar's Office and Connecticut Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Fernandes is a CFP® professional at Connecticut Wealth Management, LLC with 14 years of industry experience. He worked at Fidelity Personal and Workplace Advisors from 2015 to 2019 before joining Connecticut Wealth Management. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing mutual funds, ETFs, individual securities, and alternative investments, and provides retirement plan fiduciary support and trust services under written agreements.

Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC in Oakville, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Innovation Partners LLC, OSAIC, Woodbury Financial Services, Questar Asset Management, Ameritas Investment Corp., and CCF Investments. Outside of his advisory work, he operates a sole proprietorship assisting clients with affordable dental plans and related insurance products. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on constructing personalized portfolios for non-high-net-worth investors and retirement plan participants, employing various analytical approaches and discretionary management options.

Vincent Mallon is a financial advisor at IP Financial Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, applying a variety of analytical approaches and providing specialized advisory services including actuarial and benefits consulting.

David Rogers Jr. is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at LPL Financial, Citizens Securities, Inc., and Infinex Investments, Inc. Rogers also has a long history with Gateway Financial Partners and Naugatuck Savings Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and independent managers, and manages both discretionary and non-discretionary portfolios.

Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Louis Czerwinski is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with PKSA d/b/a Allegiant Wealth Management since 2019 and previously worked at VOYA Financial Advisors, LPL Financial, and Investacorp Advisory Services. Outside of his advisory role, he volunteers to prepare taxes for elderly and low-income individuals in the community. PKS Advisory Services, LLC provides financial planning, consulting, and investment management for individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Patrick Sullivan is a CFP® professional with four years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2021 and previously at Asset Strategies, Inc. from 2016 to 2021. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, incorporating various investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Shawn Everett is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Regulus Financial Group. Outside of his advisory work, he is a co-owner of Coast and Mingle Picnic Co, a picnic event business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a discretionary implementation approach, serving clients through their financial advisers.

Brendan Fitzgerald is a CFP® and Series 65-registered advisor at Connecticut Wealth Management, LLC with 11 years of industry experience. He previously spent 10 years with New England Guild Wealth Advisors before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors, offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm typically employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing no-load mutual funds, ETFs, individual securities, and alternative investments.