Ronald Tine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with StoneX Advisors Inc. He has been with StoneX Advisors since 2015 and also maintains a role as an insurance agent through his own firm, RJ Tine Associates LLC, where he focuses on life, disability, group health, long-term care insurance, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes ten years with VP Distributors LLC and Virtus Investment Partners. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven approach emphasizing Modern Portfolio Theory and factor-based methods across various investment products.

Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, 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 stocks, bonds, and independent managers.

Matthew Hamel is an investment professional at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Virtus Investment Partners and Vp Distributors Inc. Hamel serves as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.

Stephen Weiner is a CFP® professional with six years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Personal Business Mgt. Group, Ltd. Advisors Capital Management serves a broad range of clients, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods and manages over $8 billion in discretionary assets.

Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Carl Cornaglia is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and previously spent eight years with Sii Investments, Inc. Outside of his advisory role, Cornaglia is involved in property and casualty insurance businesses as a managing principal of American Heritage Insurance, LLC and Heritage Financial, as well as a broker with BRBG LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and maintains ongoing portfolio supervision and rebalancing.

Cole Connelly is a financial advisor at Symmetry Partners with a Series 65 credential and five years of industry experience. Prior to joining Symmetry Partners in 2021, he held roles at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as an adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven investment approach using modern portfolio theory and factor-based methods across various investment vehicles.

Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

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.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

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.

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a company providing SaaS-based clinical business operations solutions. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

David Palladino is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has been with Fortis since 2022. Prior to his advisory role, he managed a power washing business, where he continues to participate occasionally as a project manager and laborer. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with Symmetry Partners since 2012. His prior roles include positions at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven approach utilizing Modern Portfolio Theory and factor-based methods across multiple investment vehicles.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

James Tavares is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at firms including Foreside Financial Services, LLC, Symmetry Partners, LLC, and Apella Capital, LLC. Outside of his advisory role, he serves as president of Pine Acres Club Inc., an acres swim and tennis club in Wethersfield, CT. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities 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 nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.