Kathleen Christensen is a financial advisor at Connecticut Wealth Management, LLC with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes five years at Marcum Wealth Management, LLC. Christensen serves on the boards of the Bridge Family Center, a nonprofit organization in West Hartford, CT, and the Connecticut Women’s Council. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, nonprofits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and offers services under written agreements, including trust and recruiting services for business-owner clients.

Joshua Sweeney is a CFA® charterholder with 13 years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2023, and has held prior roles at firms including Ameriprise and Water Island Capital. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services. The firm serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors using a long-term, fundamental analysis investment approach combined with strategic asset allocation.

John Russo is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Connecticut College and Choate Rosemary Hall. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors with financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. In addition to his advisory role, he is an independent insurance agent selling fixed insurance products. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Joseph Koontz is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ESPN for 14 years. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, offering portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

William Horigan is a CFP® with seven years of industry experience, currently serving at Connecticut Wealth Management, LLC. He has worked exclusively with the firm since 2017. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, incorporating a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Jack Rose is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked at Key Bank and the Hartford Golf Club, among other roles. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to a diverse client base. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Nathan Nagel is a Series 65-licensed financial advisor at Connecticut Wealth Management, LLC with experience beginning in 2025. Prior to his advisory role, he worked in education at Christian Heritage School and the University of Connecticut. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors with financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a variety of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Dennis Oconnor is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisors LLC for 10 years. Oconnor is also active as an insurance agent with Top Advisors Group. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to model portfolios and third-party managers.

Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc. and various insurance and healthcare-related companies. He is also a licensed insurance agent for investment-related insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network that employs diversified investment models and third-party managers within a structured risk framework.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits 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 non-discretionary Fund Advice developed by Morningstar Investment Management.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include Lincoln Investment Planning, Inc., where he has worked since 2007, as well as positions at Global Portfolio Strategies, Inc. and TD Ameritrade, Inc. He is also an agent with Howard Financial and Associates PLLC, providing life insurance and fixed annuities. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm’s in-house Investment Management & Research team employs a proprietary mutual-fund screening process to build tax-aware, diversified portfolios delivered on both discretionary and non-discretionary bases.

Eric Natale is a financial advisor at Connecticut Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked in roles at Baker Hughes and General Electric. Connecticut Wealth Management offers financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting services to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

John Shanley is a CFP® professional with 14 years of industry experience, currently serving at Connecticut Wealth Management, LLC. His prior roles include positions at Mercer Advisors Inc., Pinnacle Investment Management Inc., and Fidelity. Shanley volunteers on the finance committee of the Connecticut Historical Society, where he assists with budgeting and reviewing the investment portfolio. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting to individuals, trusts, estates, non-profits, businesses, and plan sponsors. The firm uses a long-term, fundamental analysis approach combined with strategic asset allocation, offering a range of investment options including no-load mutual funds, ETFs, individual stocks and bonds, and private equity opportunities for qualified clients.

David Palladino is a Series 66-licensed advisor at Fortis Capital Advisors, LLC with four years of industry experience. Prior to joining Fortis Capital Advisors in 2022, he managed a power washing business, Pals Power Washing, from 2013 to 2022, occasionally contributing as a project manager and laborer. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Michael Howard is a Series 63 licensed advisor with over 50 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2004 and previously ran Howard Financial Planners, Inc. from 1986 to 2004. Howard is also co-president and co-member of Howard Financial and Associates PLLC, an insurance and fixed annuities business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary strategies, utilizing proprietary mutual fund screening and collaborating with third-party managers, supported by institutional relationships and a nationwide network of independent advisors.