Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

Kevin Iles is a financial advisor with Hammond Iles Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Vanguard Group, Ceros Financial Services, and the Pittsburgh Penguins. Hammond Iles Wealth Advisors offers personalized, discretionary investment management and financial planning services to individuals, corporations, and other entities, managing approximately $475 million in client assets. The firm employs a long-term, asset allocation-driven investment approach grounded in Modern Portfolio Theory and incorporates tax-aware strategies and defined outcome ETFs.

Joseph Conlan is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation and Mass Mutual Life Insurance Company. Outside of financial advising, he is an investor and mentor in two businesses: a transportation company specializing in moving motorcycles and cars, and an educational services company providing virtual tutoring for high school students. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and bases its portfolio advice on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Eric Kaleta is a financial advisor at LRI Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at VP Distributors LLC and Virtus Investment Partners. His current roles also include serving as a registered representative for M Holdings Securities, where he advises retirement plan clients. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting, emphasizing ongoing supervision and tailored strategies across a range of client objectives.

Timothy Miller is a CFP® with 15 years of industry experience, currently serving at AdviceOne Advisory Services, LLC. He previously worked at Securities Service Network, Inc. for eight years. Outside of his advisory role, he manages a timber farm through Stronghold Farm LLC. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, utilizing mutual funds and proprietary asset-allocation models that emphasize long-term returns and risk management.

Matthew Scott is a financial advisor with Johnson Brunetti in Wethersfield, CT, holding a Series 65 designation and three years of industry experience. He previously worked at Key Bank and Assurance Investigations Group before joining JB Capital. In addition to his advisory role, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with tailored portfolio strategies that consider clients’ financial situations and risk tolerances.

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

John Waterman is a financial advisor at Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation with 12 years of industry experience. He has been with Sky Investment Group since 2011, working within an eight-advisor team. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through fundamental analysis of large, financially strong companies and offers both equity and fixed-income strategies, alongside a lower-fee Strategic Liquidity service for cash management and short-term liquidity needs.

Patrick Terrion is a Series 65-licensed financial advisor with 26 years of industry experience. He has been with Founders Capital Management, LLC in Hartford, CT since 2004 and previously worked at the University of Connecticut from 2000 to 2020. Founders Capital Management provides investment advisory services primarily to individuals, including high-net-worth clients, as well as charitable organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on bottom-up, fundamental analysis with an emphasis on intrinsic value, typically constructing portfolios from individual equities and bonds while using ETFs or mutual funds for diversification in smaller accounts.

Robert Bingham is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, using fundamental analysis to guide investment decisions.

Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.

Paul Himmelstein is a financial advisor with IBN Financial Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses and over 42 years of industry experience. He is also president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agency specializing in life insurance, health insurance, and annuities. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and businesses with a range of financial planning, asset management, and consulting services. The firm uses multiple analytical methods and a dynamic portfolio strategy that adjusts allocations across various asset classes to align with client objectives and risk tolerances.

Dylan Cowen is a financial advisor at SGL Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Financial Advisory Services, LLC since 2013 and Cowen Tax Advisory Group since 2011. He is also affiliated with an accounting firm. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation with a long-term focus, often implementing client strategies through third-party managers.

Kathleen Gibilisco is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Securities Service Network from 2007 to 2020 and has been with AdviceOne since 2001. AdviceOne Advisory Services, LLC provides 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 for long-term growth and fixed income for current income, using proprietary asset-allocation models and manager due diligence.

Diane Daley is a financial advisor at Yhb Investment Advisors Inc with 11 years of industry experience and holds a Series 65 credential. She has been with Yhb Investment Advisors since 2011. Outside of her advisory role, she serves as a volunteer member on the Pension Board for the Town of Canton, reviewing holdings and making recommendations on asset allocations and withdrawals. Yhb Investment Advisors provides discretionary portfolio management to individuals, charitable institutions, corporations, trusts, and retirement plans, employing a team-based investment process focused on diversified allocations and independent research. The firm also offers pension and 401(k) consulting, trustee services, and specialized administrative support.

James Reynolds is a CFP® and CFA® with 18 years of industry experience. He has been with Hartford Financial Management Inc. (HFM Wealth Management) since 2019 and previously worked at Ganim Financial and Kestra Financial Services. He has also been involved with nonprofit organizations including the Connecticut Zoological Society and Thrive Bridgeport. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach with scenario analyses and fundamental investment analysis, providing discretionary portfolio management and specialized services like pension plan consulting and balance-sheet management for banking institutions.

Jeffrey Woodcock is a financial advisor at Johnson Brunetti with one year of industry experience. He holds a Series 65 license and previously worked with JB Capital LLC and Goodwin University. Outside of advising, he sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm applies fundamental analysis to tailor portfolios and utilizes third-party support for portfolio models and back-office functions.

Logan French is a financial advisor at RMC Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining RMC, he worked at Thomas H. Lee Partners and KPMG LLP. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm focuses on individually constructed equity and fixed-income portfolios, strategic asset allocation, and offers ancillary services such as trustee arrangements and administrative support for legacy accounts.

Jennifer Killilea is a financial advisor at Johnson Brunetti with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Radius Financial Group, Armstrong Advisory Group, and Outsourced For Success. In addition to her advisory role, she is active as an insurance agent through an affiliated agency, selling life insurance and fixed annuities. Johnson Brunetti is a multi-adviser firm providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and uses fundamental analysis to tailor portfolios according to clients’ financial situations and risk tolerances.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory work, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, where she is chair of the board. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, working with both individual and institutional clients including state and municipal government entities.