As a financial planner for over a decade, I'm dedicated to helping my clients find ways that work for their life and their family to plan ahead and invest smartly in order to help them get to a retirement that is secure and satisfying. In my spare time, I most enjoy coaching my daughters' softball teams and skiing with my family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

As a fiduciary, I assist individuals and families with their investing and financial planning needs. Having served institutional and individual investors for nearly 20 years, I specialize in pre- and post-retirement investing, estate and college planning, and risk management. The CFA Institutes rigorous course of study guides my philosophy towards portfolio management and for maintaining the highest ethical standards for myself and the firm. I completed the CFA program in 2001 and remain a CFA Charterholder and member of the CFA Society Hartford. Analytical and conservative by nature, I began my career as an engineer at United Technologies (Pratt & Whitney). There I received a U.S. patent in manufacturing and worked with emerging technologies and in strategic planning. This was a great opportunity to understand the internal operations of big business and to witness the global effects of technological evolution from initial development to market disruption. That has served me well as an investor and advisor in a rapidly changing world. Later, I held Vice President positions with banking giants Sovereign Bank and HSBC. During this period I served as a corporate lender, investment banker, private equity portfolio manager and as Head of Investments and Wealth Management for sub-Saharan Africa. In my spare time, I enjoy whitewater kayaking, skiing, travel and spending time with family. A dedicated participant in community affairs, I have held leadership positions in the Rotary Club, Farmington Chamber of Commerce, and the Urban League of Greater Hartford.

About DAK Financial Services

DAK Financial Services is a Registered Investment Advisor in the State of Connecticut. An independent firm, we work closely with individuals and families to help them define and realize their financial and investment objectives. Let us help you to achieve your goals.

I have been in the industry assisting clients in meeting their objectives since 2001. I am a West Point graduate & hold a Masters of Science in Business Administration from Boston University. While on active duty for five years I was airborne qualified, served in Germany & Fort Sill, OK as a field artillery officer while holding various leadership roles leading troops with a combat mission. After leaving the Army as a captain I worked with Poland Springs for 12 years in various leadership positions in multiple states. I have lived in Cheshire, CT for 20 years with my wife Trish & four terrific children as I was fortunate enough to have been involved in coaching their sports in youth & high school. I have been involved in Cheshire Youth & High School lacrosse for years as well as at the state level.

About Hoynes Financial Group, LLC

Hoynes Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided some of the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

As a CERTIFIED FINANCIAL PLANNER™ practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship. Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding. Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007, Bob received his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Financial Consultant (ChFC®) designation from the American College. He holds his series 7, 24, 51, and 66 Securities licenses. A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.

About CT Financial Partners

With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Robert Tubridy is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Robert Tubridy is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Robert Tubridy is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Robert Tubridy is required to act in a fiduciary capacity.

As an experienced executive, Chief Operating Officer Mr. Joelson's primary responsibilities include oversight and effective operation of the firm and its staff, budgeting and growth planning, due diligence, client relations and service inquiries, ongoing analysis of market trends and the corresponding effect on investment assets with participation on the investment committee and finally general supervision of the firms processes and procedures. Mr. Joelson is a Yale University graduate who has obtained his CPA and is a CFA Charterholder. Ryan is a Senior Executive with over 22 years of asset management experience ranging from operational management and process improvement, financial advisory services, tax consultation, portfolio management, and product development. Ryan's expertise has been widely utilized throughout the financial industry over the years and can be found in publicly available investment products offered by household names such as Invesco and Nuveen.

About Coastal Wealth Management

Your financial goals are individual, and we can help you achieve them. We take the time to understand whats truly important to you, whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant. We focus as a firm on the following niches: retirement planning strategies, tax planning strategies, and employee stock options.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide quality advice, support and experience-driven insight that exceeds client expectations. Mr. McKee has an extensive background in financial services including equity research, asset management, alternative investments, and financial planning, and has cultivated the skills required to successfully guide high net worth clients and small businesses on a path to fulfilling their financial goals. Over the last two decades, Mr. McKee has gained professional accomplishments that have positioned him to become a leading financial resource for his clients. Prior to founding Target Rock Wealth Management, he was a Financial Advisor at Samalin Investment Counsel. Earlier in his career, Mr. McKee worked as a Regional Consultant at Gabelli Funds and an Associate Analyst at Morgan Keegan. In addition, he taught as an Adjunct Professor of Economics at SUNY Suffolk and has been quoted in various financial publications. Mr. McKee earned a BA in Economics from Hamilton College, an MBA with a concentration in Finance from Vanderbilt University, and is a CFA® Charterholder. The name Target Rock pays homage to the street Mr. McKee lived on as a young child, Target Rock Drive, which is named after the Target Rock in Lloyd Harbor, NY. Mr. McKee also believes it symbolizes the planning and stability he strives to achieve with all of his clients.

About Target Rock Wealth Management LLC

Target Rock Wealth Management LLC is a Registered Investment Advisor specializing in helping affluent and high net worth clients manage their wealth. As an independent, fee-only firm, you can be comfortable knowing that our advice is always objective and always in your best interest. Whether you are accumulating, preserving, or distributing your wealth, we can help you reach your goals through comprehensive financial planning that is seamlessly integrated with personalized portfolio management.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.