Anna Case is a CFP® with three years of industry experience, currently serving as an advisor at Founders Capital Management, LLC. Prior to joining Founders Capital, she held roles at Morgan Stanley & Co. LLC and Macquarie Capital (USA) Inc. Founders Capital Management provides investment advisory services primarily to individuals, charitable organizations, and business entities, employing a bottom-up, fundamental analysis approach focused on intrinsic value. The firm manages portfolios with a concentrated set of holdings and emphasizes long-term strategies combined with selective trading and fixed-income positioning.

Scott Iles is a financial advisor with Hammond Iles Wealth Advisors and holds the Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Ceros Financial Services, Inc., and Kelly Financial Group, LLC. Outside of advisory work, he is involved with Financial Freedom Centers, LLC, a partnership focused on owning and leasing commercial real estate. Hammond Iles Wealth Advisors provides personalized discretionary investment management and financial planning services to individuals, corporations, and other entities. The firm manages approximately $475 million in assets using a long-term, asset-allocation approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Charles Birbara is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 23 years at Merrill followed by roles at SB Advisory, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing advice on a non-discretionary basis with a focus on mutual fund and ETF allocation, individual equity selection, and third-party manager programs.

Michael Stamos is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes positions at Arete Wealth Management LLC and Royal Alliance. 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, emphasizing principal preservation and long-term total return across a diversified range of asset classes.

Daniel Lester is a CFP®-designated financial advisor with six years of industry experience, currently at SageBroadview Wealth Management, LLC. His background includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management is a team-based advisory firm serving individuals, trusts, and estates with integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program. The firm emphasizes a long-term, diversification-driven investment approach using Modern Portfolio Theory, with portfolios incorporating strategies from Dimensional Fund Advisors, mutual funds, and ETFs.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. 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 emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Theodore Kaplan is a financial advisor at MJP Wealth Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MJP Wealth Advisors since 2010, previously with Arete Wealth Management and Royal Alliance Associates. In addition to his advisory role, he owns and actively works in Kaplan Insurance Group, an insurance sales business. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and a blend of bottom-up selection, technical analysis, and intermarket research.

Nathanial Chandler is a Series 65-licensed advisor at YHB Investment Advisors Inc with two years of industry experience. He has been with YHB since 2023. 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 focusing on diversified allocations, quantitative and qualitative research, and credit-conscious fixed-income management.

Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63, 65, and 66 credentials and bringing 21 years of industry experience. He previously worked at LPL Financial from 2017 to 2021 and has been with MJP Associates, Inc. since 2021. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting, along with 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, tax-sensitive strategies, and a combination of proprietary and third-party models.

Alex Hubbard is a financial advisor at Johnson Brunetti with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with multiple firms including KeyBank and JN Financial LLC. Hubbard is also an insurance agent through JN Financial’s affiliated insurance agency. Johnson Brunetti is a multi-adviser firm serving individuals, corporations, pension plans, and trusts with discretionary asset management, financial planning, and consulting services. The firm applies fundamental analysis to tailor portfolios to client needs and manages approximately $2.78 billion in assets.

Tyler Gazdik is a financial advisor at AdviceOne Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including PDC, Inc. and PVCU prior to joining AdviceOne. His background also includes time at Old Navy and Rochester Institute of Technology. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using open-ended mutual funds and proprietary asset-allocation models, and conducts manager due diligence as part of its portfolio construction process.

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.

Michele Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her work history includes roles at Arete Wealth Management LLC, MJP Associates, Inc., and Royal Alliance Associates. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through a diversified investment approach and integrates automated advisory platforms alongside its multi-advisor team.

Heather Atkins is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She is currently with Johnson Brunetti and has prior experience at Libertas Wealth Management Group. Atkins is also licensed to sell life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Margaret Hubbard is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group provides discretionary investment management 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, using fundamental analysis and a mix of equity and fixed-income strategies.

Danielle Francini is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at AdviceOne Advisory Services, LLC since 2017 and previously held roles at Securities Service Network, KeyBank, and WHUS. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm manages over $2 billion in assets and uses proprietary asset-allocation models focused on diversification, with a manager-selection process that includes direct interviews with fund portfolio teams.

David Primozich is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Sovereign Financial Group, Inc., where he has worked since 2020, and has held roles at Purshe Kaplan Sterling Investments and Stone Arch Wealth Advisors since 2016. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm uses a primarily long-term, portfolio-focused approach with a mix of low-cost mutual funds, ETFs, individual securities, and derivatives, supported by fundamental, technical, and AI analysis.

Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.

Anne Space is a CFA® charterholder and financial advisor with seven years of industry experience. She has worked at YHB Investment Advisors Inc. since 2018 and was previously employed at UBS from 2012 to 2018. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, focusing on diversified portfolios with periodic rebalancing and quarterly reviews.

Louis Nistico Jr. is a CFP® with 18 years of experience in financial advisory roles. He is currently with MJP Wealth Advisors and has previously worked at Principle Wealth Partners LLC, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes proprietary model portfolios and customized strategies, combining a bottom-up investment selection process with technical and intermarket analysis, while integrating automated advisory platforms alongside a multi-advisor team.