Miguel Carneiro is a CFP® professional with eight years of experience in financial advisory, currently with Connecticut Wealth Management, LLC. His prior experience includes multiple roles at Fidelity Investments from 2016 to 2022 before joining Connecticut Wealth Management. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and executives, offering financial planning, investment management, and retirement-plan advisory. The firm’s investment approach focuses on long-term strategies grounded in fundamental analysis, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

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® with four years of industry experience, currently working at Connecticut Wealth Management, LLC. He has held various roles within Connecticut Wealth Management since 2021 and previously worked at CG Financial Services and Claudia Pollak Law. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis investment approach using diversified portfolios tailored to client goals and risk tolerance.

Jennifer Barry is a CFP® with 27 years of industry experience, currently serving as a senior financial planner at Connecticut Wealth Management, LLC. Her prior experience includes two decades at Capital Strategies, Inc. and LPL Financial LLC, as well as a role with Purshe Kaplan Sterling Investments, Inc. In addition to her advisory work, 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, and business consulting services to individuals, trusts, estates, nonprofits, and business clients. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a variety of investment vehicles and third-party research.

Mia Servidone is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Connecticut Wealth Management, LLC, where she has worked since 2023. Prior to her advisory role, she held positions at Central Connecticut State University Bursar's Office and in various customer service roles. Connecticut Wealth Management, LLC provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Michael Fernandes is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Connecticut Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors for four years before joining his current firm. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach and offers access to private equity investments for qualified clients.

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.

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 is currently with Connecticut Wealth Management, LLC, where he has worked since 2021. Prior to that, he spent five years at Asset Strategies, Inc. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios using a range of investment vehicles, including no-load mutual funds, ETFs, individual securities, and private equity for qualified clients.

Brendan Fitzgerald is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Connecticut Wealth Management, LLC since 2023 and previously spent 10 years at New England Guild Wealth Advisors. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research to support decisions.

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.

Meredith Pickett is a CFP® with one year of industry experience, currently advising at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition since 2013, serving as an instructor and board member in addition to her advisory role. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is long-term and fundamentally based, utilizing strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments tailored to client goals.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at New England Guild Wealth Advisors, Inc. and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm employs a long-term, fundamentally driven investment approach with personalized portfolio construction and offers access to private equity investments for qualified clients.

Labib Fasihuddin is a CFP® professional with eight years of industry experience, currently serving at Connecticut Wealth Management, LLC. His career includes roles at Northwestern Mutual and multiple positions within Connecticut Wealth Management since 2017. Prior to his financial advisory work, he was involved with the University of Connecticut in recreational and other capacities from 2013 to 2017. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolios, incorporating third-party research and access to private equity investments for qualified clients.

Richard Rosen is a CFP® professional with 15 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023. Prior to that, he spent five years at Adviser Investments and five years at LPL Financial. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Michael Tedone is a financial advisor with Connecticut Wealth Management, LLC, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been with Connecticut Wealth Management in various capacities since 2013. Tedone serves as a trustee for multiple trusts and is a board member of the Boys and Girls Club of Hartford. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and third-party research.

Zachary Bylykbashi is a CFP® professional with six years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior experience includes roles at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory work, he is an assistant wrestling coach at Wesleyan University. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profit organizations, businesses, and executives. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers tailored portfolios that include mutual funds, ETFs, individual securities, alternative investments, and private equity to qualified clients.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.