Ariel Hilario is a financial advisor at AdviceOne Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at AdviceOne since 2021, following a brief tenure at Northwestern Mutual. Outside of advising, he works as a pharmacy technician at Walgreens. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios emphasizing long-term growth and current income through equity and fixed-income sleeves, using proprietary asset-allocation models and manager due diligence.

William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.

Matthew Maclean is a financial advisor at Rossmore Private Capital, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. from 2008 to 2017. Rossmore Private Capital serves high-net-worth individuals, trusts, private foundations, and retirement plans with discretionary investment management and family office services. The firm customizes asset allocation and manager selection based on client goals, often using independent managers and private funds, and manages over $1.3 billion with a five-advisor team.

Mary Mc Kone is a CFP® and holds a Series 63 license, currently affiliated with Hammond Iles Wealth Advisors. She has worked at Kelly Financial Group, LLC dba Hammond Iles Wealth Advisors since 2017 and is also associated with Purshe Kaplan Sterling Investments. Outside of advisory roles, she has experience working with The Connecticut Section PGA and previously operated a restaurant business, 2 Hopewell Bistro & Bar. Hammond Iles Wealth Advisors manages approximately $475 million in client assets, providing discretionary investment management and financial planning to individuals, corporations, and other entities. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs to manage risk and optimize returns.

Elisheva Defeo is a financial advisor at YHB Investment Advisors Inc with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Robert Roth from 2014 to 2018. YHB Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans. The firm employs a team-based investment process focused on diversified allocations, independent research, and credit-conscious fixed-income management.

Raymond Radikas is a financial advisor at Johnson Brunetti with 30 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and Independent Financial Group. He is an incorporator for the New Britain Boys & Girls Club. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets for individuals, corporations, pension plans, and trusts. The firm provides discretionary asset management, written financial planning, consulting, and referrals to third-party money managers using a fundamental analysis approach tailored to clients' financial situations and risk tolerances.

Douglas Miller is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at JN Financial LLC since 2018 and previously at Silver Oak Securities, Inc and JB Capital LLC. In addition to advisory work, he sells life insurance and fixed annuities through JN Financial LLC on a commission basis. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals for individuals, corporations, pension plans, and trusts. The firm’s investment approach combines fundamental analysis with portfolio strategies tailored to client risk tolerances and financial situations.

Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. 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 and employs an investment approach focused on principal preservation and long-term total return.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Joseph Conlan is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of financial advising, he is an investor and mentor in two businesses: a transportation company specializing in moving motorcycles and cars, and an educational services company providing virtual tutoring for high school students. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and bases its portfolio advice on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Kaleta is a financial advisor at LRI Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at VP Distributors LLC and Virtus Investment Partners. His current roles also include serving as a registered representative for M Holdings Securities, where he advises retirement plan clients. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting, emphasizing ongoing supervision and tailored strategies across a range of client objectives.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Matthew Scott is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 designation and three years of industry experience. He previously worked at Key Bank and Assurance Investigations Group before joining JB Capital. In addition to his advisory role, he sells 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, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with tailored portfolio strategies that consider clients’ financial situations and risk tolerances.

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily 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, applying fundamental analysis alongside selective equity and fixed-income strategies.

John Waterman is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation with 12 years of industry experience. He has been with Sky Investment Group since 2011, working within an eight-advisor team. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis of large, financially strong companies and offers both equity and fixed-income strategies, alongside a lower-fee Strategic Liquidity service for cash management and short-term liquidity needs.

Patrick Terrion is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Founders Capital Management, LLC in Hartford, CT since 2004 and previously worked at the University of Connecticut from 2000 to 2020. Founders Capital Management provides investment advisory services primarily to individuals, including high-net-worth clients, as well as charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on bottom-up, fundamental analysis with an emphasis on intrinsic value, typically constructing portfolios from individual equities and bonds while using ETFs or mutual funds for diversification in smaller accounts.

Robert Bingham is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sky Investment Group since 2005. 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, using fundamental analysis to guide investment decisions.

Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses and over 42 years of industry experience. He is also president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life insurance, health insurance, and annuities. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and businesses with a range of financial planning, asset management, and consulting services. The firm uses multiple analytical methods and a dynamic portfolio strategy that adjusts allocations across various asset classes to align with client objectives and risk tolerances.