Elisa Francis is a financial advisor at Symmetry Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Annuities Distributors and Ast Investment Services. Francis currently serves as a regional consultant for Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services to a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various vehicles such as ETFs, mutual funds, and separately managed accounts.

Adam Login is a CFP® with 18 years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Prudential Annuities Distributors and PRUCO Securities, LLC. Outside of his advisory work, he serves as a baseball umpire in Middlesex County. 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.

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He has worked at Symmetry Partners since 2006, with a brief period at Foreside Financial Services from 2018 to 2025. Romano holds Series 66 and Series 63 designations. Symmetry Partners provides investment management services to a wide range of clients, including individuals, retirement plans, pension and institutional clients, and serves as investment adviser to registered investment companies. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods, implementing strategies across ETFs, mutual funds, and separately managed accounts.

Peter Sarner is a financial advisor at B. Riley Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2007, including roles at B. Riley Wealth Management and National Securities Corporation. He is also the owner and chairman of Sarner Wealth Management, LLC, which focuses on marketing advisory services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through both proprietary and third-party investment models.

Alex Cal is a CFP® with six years of industry experience and is currently an advisor at Foundations Investment Advisors LLC. Prior to joining Foundations in 2023, he worked at Cetera and Travelers Insurance. Outside of his advisory role, he provides tax preparation and consulting services through his own firm and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing to manage client assets.

James Baronian is a financial advisor at Westminster Financial Advisory Corp with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster Financial Securities, Inc. since 2000. Outside of his advisory role, he is involved in marketing and sales for Medicare Advantage and Medicare Supplement plans. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, and various entities, utilizing a diversified, multi-asset class approach with both long- and short-term investment strategies.

Joseph Weiss is a CFA® charterholder and holds Series 66 and Series 63 licenses with two years of industry experience. He is currently affiliated with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Equitable Advisors, Eagle Strategies, and New York Life, among others. Outside of financial services, he has been involved with Instacart and operated his own corporation. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers using fundamental and technical analysis.

Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. 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 primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Robert Murphy III is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles at Simplicity Wealth and affiliated firms since 2019, as well as prior positions at The Leaders Group Inc and Zenith Marketing Group. Outside of his advisory work, he serves as a volunteer deputy chief at Long Hill Fire Company No. 1 and is a board member of Honor Flight CT, which organizes trips for veterans. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside customizable overlays such as tax optimization. It combines advisory services with technology and operational solutions, operating a TAMP that provides independent model managers and private-label software for advisers.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Isaac Bartholomew is a financial advisor at Symmetry Partners with a Series 65 designation and one year of industry experience. He has worked at Symmetry Partners since 2024 and is also involved in 401(k) servicing and administration through 401k Belay. Prior to his advisory career, he held roles at The Church of Jesus Christ of Latter-day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base including charitable organizations, corporate plans, and individuals.

Angelo Pietri is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with infinex Investments, Inc. since 2015. Outside of his advisory role, he assists with a photography business co-founded by his spouse and conducts financial education seminars. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Jonathon Torres is a financial advisor at TD Private Client Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Bank of America, Merrill, and TD Bank. His current role is based in Glastonbury, CT. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm emphasizes a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms and custodians.

Nicholas Yacovone is a Series 66 licensed advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network in Glastonbury, CT. His career includes prior roles at Heritage Capital Advisors and USI Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm manages around $212.7 billion in assets and offers a range of managed-account programs, third-party asset management access, and back-office support services.

Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Theresa Cahill is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been associated with Cahill & Associates Financial Services, LLC since 2012 and worked at Voya Financial Advisors from 2014 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jack Alissi is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and five years of industry experience. He has worked at Omnica Wealth and CIG Private Wealth Management prior to his current role. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.