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 Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

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.

Michael Chadwick is a CFP® and ChFC® with over 31 years of experience in the financial advisory industry. He is currently with Fiscal Wisdom Wealth Management LLC and has previously worked at firms including Cambridge Investment Research Advisors and Portsmouth-SmartLife Financial Group. Outside of his advisory work, he is involved in college counseling and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of active and passive strategies tailored through model portfolios or individualized allocations, offering discretionary and non-discretionary portfolio management alongside financial plans, seminars, and cash-management options.

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.

Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

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.

Steven Glick is a CFP® and ChFC® with 28 years of industry experience. He is currently a wealth advisor at MJP Wealth Advisors in Farmington, CT, where he has worked since 2008. Prior to that, he was with Royal Alliance Associates, INC. and Arete Wealth Management LLC. Outside of his advisory role, he is involved in independent insurance sales, including life, disability, and property and casualty insurance, through several related businesses. MJP Wealth Advisors provides 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 and customized strategies with an investment approach focused on principal preservation and long-term total return, utilizing diversification and both fundamental and technical analysis.

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and nine years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, applying fundamental analysis to manage accounts on a discretionary basis.

David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.

Karen Dootson is a financial advisor at YHB Investment Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with YHB since 2009. YHB Investment Advisors 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, financial and administrative consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and periodic rebalancing.