Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Meredith Pickett is a CFP® with four years of industry experience, currently serving at Connecticut Wealth Management, LLC. She previously worked at Planning Partners and has been involved with The Institute of Sustainable Nutrition for several years as an instructor and board member. Outside of financial advising, she participates in the nutrition and herbal medicine field through her ongoing role at The Institute of Sustainable Nutrition. 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 follows a long-term, fundamental analysis approach and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Alexander Romejko is a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at New England Guild Wealth Advisors, Inc. and spent six years at the University of Connecticut. Connecticut Wealth Management provides comprehensive 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 employs a long-term, fundamental analysis approach with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Labib Fasihuddin is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked since 2017, including prior experience at Northwestern Mutual. 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, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Richard Rosen is a CFP® professional with 15 years of industry experience, currently with Connecticut Wealth Management, LLC since 2023. His prior roles include positions at Adviser Investments, LPL Financial, Amundi Pioneer Institutional Asset Management, Inc., and Edward Jones. Connecticut Wealth Management offers 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, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Michael Tedone is a financial advisor at Connecticut Wealth Management, LLC with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Connecticut Wealth Management, he worked at Marcum Wealth Management, LLC and Osaic FS, Inc. Tedone serves as a board member of the Boys and Girls Club of Hartford. 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 combined with strategic asset allocation and offers a range of investment options including mutual funds, ETFs, individual securities, and private equity opportunities.

Zachary Bylykbashi is a CFP® and Series 66 licensed financial advisor with six years of industry experience. He is currently with Connecticut Wealth Management, LLC and has previously worked at Commonwealth Financial Network and Egidio Assante Lennon Wealth Management. Outside of his advisory role, he serves as an assistant wrestling coach at Wesleyan University. 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 combined with strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. 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.

Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential. Prior to joining Connecticut Wealth Management, she worked at X-Golf and was affiliated with the University of Connecticut. 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 combined with strategic asset allocation, utilizing a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Steven Minninger Jr. is a CFP® professional with 18 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2022. His prior roles include positions at Etico Partners LLC, Benchmark Investments, Inc., and Securities America Advisors. He is also the owner of Menninger Financial Services, LLC, operating as Waypoint Wealth Planning and Investment Advisors. William Joseph Capital Management, Inc. is a multi-advisor firm managing approximately $469 million in discretionary assets, serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing a range of investment strategies and third-party sub-advisors accessed through the AssetMark platform.

Joseph Schreck is a CFP® professional with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2017. He previously worked at Bard Financial Services and AIG. Outside of his advisory role, he holds leadership and board positions with several nonprofit organizations, including serving as treasurer for All Saints Catholic Academy and president of the Notre Dame High School Loyalty and Endowment Fund. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios with a range of investment strategies and supports affiliated businesses and proprietary funds alongside its advisory services.

Christopher Winkel is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Connecticut Wealth Management, LLC since 2021. Connecticut Wealth Management offers 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 combined with strategic asset allocation and utilizes a range of investment vehicles including no-load mutual funds, ETFs, individual securities, and alternative investments.

Megan Trask is a CFP® and Series 65 registered financial advisor with 11 years of industry experience. She has worked primarily at Connecticut Wealth Management, LLC, with prior experience at Reynders, McVeigh Capital Management LLC. Megan serves on the Investment Committee for Village for Families and Children, a nonprofit organization. Connecticut Wealth Management offers 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, using a range of investment vehicles and offering fiduciary support and recruiting services.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, she held various roles at the University of Connecticut and worked at multiple service-oriented positions including Big Dipper Ice Cream Parlour. 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 typically uses a long-term, fundamental analysis approach combined with strategic asset allocation, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.

Danielle Tata is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fiduciary Trust International, Parametric Portfolio Associates, and Eaton Vance. Connecticut Wealth Management serves individuals, trusts, estates, non-profit organizations, businesses, and plan sponsors by offering financial planning, investment management, retirement plan advisory, trust support, and business-owner consulting. The firm uses a long-term, fundamental analysis approach with strategic asset allocation, employing a variety of investment vehicles including no-load mutual funds, ETFs, and alternative investments.

Richard Persechino is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been affiliated primarily with Connecticut Wealth Management, LLC since 2020, including a prior one-year tenure at New England Capital Planners, Inc. Connecticut Wealth Management serves individuals, trusts, estates, non-profits, businesses, and plan sponsors by providing financial planning, investment management, retirement plan advisory, and trust support services. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation, utilizing a diverse range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior firms include Thrivent Financial, Cetera, and UBS Financial Services. She is also a licensed assistant involved with Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.