Michael Grossman is a CFP® with 35 years of experience in the financial services industry. He has been with AdviceOne Advisory Services, LLC since 2000 and previously worked at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory work, he is involved in entrepreneurial coaching through AdviceOne Empowerment Coaching LLC, where he provides business coaching to financial advisors. AdviceOne Advisory Services, LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm emphasizes a dual-portfolio approach using equity and fixed-income sleeves, relying on mutual funds, proprietary asset-allocation models, and manager due diligence.

Ronald Williams Jr. is a CFP® with 36 years of industry experience, currently serving at Empower Financial Advisory, LLC since 2021. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. He is also licensed as an insurance producer. Empower Financial Advisory, LLC provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets as of the end of 2025.

Anita Roberts is a financial advisor with AdviceOne Advisory Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with AdviceOne since 2007. Outside of her advisory work, Roberts is an independent consultant for Mary Kay, selling skin care and cosmetics, and serves as a coaching liaison for AdviceOne Empowerment Coaching LLC. 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 combining equity and fixed-income strategies using mutual funds and proprietary asset-allocation models, with a focus on long-term returns and risk management.

Bria Comer is a CFP® with 10 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. Her prior roles include positions at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of financial advising, she manages a small landscaping company and works as an independent consultant for beauty products. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and non-profit organizations. The firm uses proprietary asset-allocation models focused on diversification and conducts in-depth manager selection, serving as an ERISA/IRA fiduciary when advising on retirement accounts.

Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement 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 through diversified investments and integrated technology platforms.

Carlos Henriques is a CFP® with 18 years of experience in the financial advisory industry. He is currently with AdviceOne Advisory Services, LLC and has prior experience at SSN Advisory, Inc. and Securities Service Network, LLC. Outside of his advisory role, he provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. AdviceOne Advisory Services, LLC offers 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 proprietary asset-allocation models and manager due diligence to guide portfolio construction.

Jessica Butler is a financial advisor at Symmetry Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Vp Distributors Inc and Virtus Investment Partners for 15 years. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and registered investment companies. The firm employs a quantitative, research-driven investment approach that includes model portfolios, separately managed accounts, and a retirement program, with offerings spanning ETFs, mutual funds, and factor-based strategies.

Laura Hancock is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds a Series 66 designation and has worked at ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Gateway Wealth Partners 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 and Independent Managers when appropriate.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. 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.

Paul Bandurski is a CFP® professional with 26 years of industry experience. He is currently with Symmetry Partners, where he has worked since 2024. Prior to that, he spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Symmetry Partners provides investment management services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm’s quantitative, research-driven approach applies Modern Portfolio Theory and factor-based strategies across multiple investment vehicles and offers both model portfolios and advisory services to registered investment companies.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

Gordon Forgione is a financial advisor with Foundations Investment Advisors LLC in Glastonbury, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory work, he owns and operates an insurance sales business, Midstate Insurance and Financial Services, doing business as Summit Retirement Solutions. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios and an asymmetric rebalancing approach.

Nicholas Rioux is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and no prior industry experience. He has worked at Schreck Wealth Management LLC since 2024 and has been employed as an occupational therapist at Yale New Haven Health Continuum since 2016. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm uses customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance, while also supporting proprietary funds and affiliated service entities.

Kevin O'Connor is a financial advisor at Navy Federal Investment Services, LLC with 13 years of industry experience. He holds the Series 66 credential and has been with Navy Federal Investment Services since 2016. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of services, including unified managed accounts and a Private Wealth Consulting program for clients with $1,000,000 or more in assets.

Benjamin Barning is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and has held prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans, offering asset management, financial planning, and specialized advisory services. The firm focuses on fixed-income and income-oriented investment strategies, employing fundamental and technical analysis to actively manage portfolios and provide customized solutions.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.