Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Mark Barkasy is a financial advisor with St. Bernard Financial Services, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Embark Financial and Insurance Partners, LLC, and Invest Financial Corporation. Outside of his advisory role, Barkasy serves as a track official at Manchester High School. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation and typically maintains collaborative, largely non-discretionary client relationships.

Kristina Wolff Singh is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. She holds a Series 66 designation and has been with Wolff Wealth Advisors since 2021. Outside of her advisory role, she serves as a volunteer board member for Woman of Wonder, a nonprofit that raises funds for college scholarships benefiting single mothers and women raised by single mothers. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach emphasizes diversified, goal-based portfolios with active monitoring and rebalancing, utilizing mutual funds, ETFs, and third-party managers.

Nancy Barnwell is a financial advisor with Principal Advised Services in Manchester, CT. She holds Series 66 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Prudential Investment Management Services, Empower Financial Services, and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, utilizing a blend of third-party methodologies and proprietary models as part of the Principal Financial Group family.

Cole Connelly is a financial advisor at Symmetry Partners with a Series 65 credential and five years of industry experience. Prior to joining Symmetry Partners in 2021, he held roles at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as an adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven investment approach using modern portfolio theory and factor-based methods across various investment vehicles.

Michael Moses is a financial advisor at Bradley Foster & Sargent Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Napatree Capital LLC and Fidelity Brokerage Services LLC. Bradley Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with an emphasis on individualized asset allocation and capital preservation. The firm is also notable for advising pooled investment vehicles, including a registered mutual fund and a private investment fund.

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Jason Pueschel is a financial advisor at Saxony Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities. Outside of his advisory work, Pueschel manages Alternative Tax Management, LLC, a tax preparation and accounting business, and serves as fund manager for private placement funds including AWM Clean Energy Fund, LLC. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm’s multi-team model includes 38 advisors and employs diverse investment methods such as fundamental, technical, and cyclical analysis, along with discretionary asset management and third-party advisory services.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a company providing SaaS-based clinical business operations solutions. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

Jonathan Fairbanks is a financial advisor at Mutual Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mutual Securities, Inc. and Janney Montgomery Scott. Outside of his advisory role, he is also licensed as an insurance agent, focusing mainly on monitoring existing annuity contracts. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with Symmetry Partners since 2012. His prior roles include positions at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven approach utilizing Modern Portfolio Theory and factor-based methods across multiple investment vehicles.

Christina Charest is a Series 65-licensed financial advisor with Bradley, Foster & Sargent Inc, based in Hartford, CT. She has seven years of industry experience and has been with Bradley, Foster & Sargent since 2004. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing discretionary portfolios with approximately $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term holding, and a Growth-at-a-Reasonable-Price investment approach, and also serves as adviser to pooled investment vehicles including a registered mutual fund and a private investment fund.

Alison Cosgrove is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is affiliated with Bradley, Foster & Sargent Inc and has been with JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. since 2014. Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals, trusts, retirement plans, and institutions, including high-net-worth clients. The firm employs a long-term, capital-preservation focused investment approach combining fundamental analysis and technical tools, and manages both pooled investment vehicles and registered funds.

Thomas Sargent is a CFA® charterholder with 25 years of industry experience. He has been with Bradley, Foster & Sargent Inc in Hartford, CT since 2000. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms, managing roughly $9.07 billion in assets. The firm emphasizes individualized asset allocation, long-term capital preservation, and a Growth-at-a-Reasonable-Price investment approach, and it serves as adviser to a registered mutual fund and a private investment fund in addition to managing client portfolios.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at firms including Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., an acres swim and tennis club in Wethersfield, CT. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

David Connelly Jr. is a financial advisor with Artura Wealth, LLC and holds a Series 63 designation. He has 28 years of industry experience, including over 30 years as CEO and manager of Symmetry Partners, LLC, an RIA where he leads strategic direction and oversees investment portfolios. Prior to joining Artura Wealth, he worked at Apella Capital, LLC. Artura Wealth, LLC is a newly registered investment adviser providing discretionary portfolio management primarily for pooled or institutional investment programs, as well as individuals and organizations. The firm employs model portfolios based on modern portfolio theory, tailoring allocations to clients’ risk tolerance, time horizon, and objectives.

Joseph Ciarleglio is a Series 65-credentialed financial advisor with Bradley, Foster & Sargent Inc in Hartford, CT. He has seven years of industry experience and has been with the firm since 2013. Bradley, Foster & Sargent provides investment advisory and financial planning services to individuals, families, non-profits, institutions, and law firms. The firm manages discretionary portfolios with a focus on capital preservation and a Growth-at-a-Reasonable-Price strategy, overseeing approximately $9.07 billion in assets across several thousand accounts.