Johnson Brunetti

Josh Altman is a financial advisor at Johnson Brunetti with a Series 66 designation and eight years of industry experience. He has held positions at multiple firms including Charles Schwab, TD Ameritrade, and Digital Federal Credit Union. In addition to his advisory work, 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 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 and tailored to clients’ financial situations and risk tolerances.

Nicholas Colantuono is a CFP® with 12 years of industry experience, currently serving at Johnson Brunetti. He has worked at JN Financial and JB Capital, LLC since 2018 and previously held roles at Integrated Wealth Concepts LLC, LPL Financial, Voya Financial Advisors, Inc., and Wayside Financial Partners. Colantuono also works as an insurance agent, selling 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, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm uses fundamental analysis for portfolio management and offers both long- and short-term investment strategies tailored to client needs.

Eric Hogarth is a CFP® with 21 years of industry experience and is currently affiliated with Johnson Brunetti. He has held roles at JN Financial LLC, JB Capital LLC, American Securities Insurance Company, and Financial Retirement Solutions LLC. In addition to his advisory work, he is an author who receives royalties from book sales. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and third-party money manager referrals. The firm serves individuals, corporations, pension plans, and trusts, employing a portfolio strategy based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Brett Larocque is a financial advisor at Johnson Brunetti with four years of industry experience. He holds a Series 66 designation and has worked at firms including KeyBank and TD Canada Trust. In addition to his advisory role, Larocque sells life insurance and fixed annuities through an affiliated insurance company. 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 emphasizes fundamental analysis with tailored portfolio strategies.

Matthew Salem is a financial advisor at Johnson Brunetti with a Series 65 credential and three years of industry experience. He previously worked at Sentinel Asset Management LLC and Bankers Life, among other roles. Salem also sells life insurance and fixed annuities through an affiliated insurance company, JN Financial. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, written financial planning, consulting, and referrals to third-party money managers for individuals, corporations, pension plans, and trusts. The firm employs fundamental analysis and tailors investment strategies to clients' financial situations and risk tolerances.

Jakob Hudanish is a financial advisor at Johnson Brunetti with a Series 65 designation and one year of industry experience. Prior to joining Johnson Brunetti and its affiliated JB Capital, he worked at Brown and Brown Insurance. He is also licensed as an insurance agent and sells life insurance and fixed annuities through an affiliated insurance company. 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 assets and employs fundamental analysis for portfolio construction, offering tailored investment strategies based on clients’ financial circumstances and risk tolerances.

Maxwell Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and two years of industry experience. His prior work experience includes roles at Keenan Financial, The Bulfinch Group, Bentley University, and Avon Old Farms School. Johnson Brunetti is a multi-adviser firm that 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 offers portfolio advice based on fundamental analysis tailored to clients' financial situations and risk tolerances.

Jeffrey Sobon is a financial advisor at Johnson Brunetti with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, Inc. outside of his advisory role, Sobon is a bassist. 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 employs fundamental analysis with tailored investment strategies based on clients' financial situations and risk tolerances.

Alex Hubbard is a financial advisor with Johnson Brunetti, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several firms, including JN Financial LLC and KeyBank. Hubbard is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts, utilizing fundamental analysis to tailor portfolios according to clients’ financial situations and risk tolerances.

Heather Atkins is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She is currently with Johnson Brunetti and has prior experience at Libertas Wealth Management Group. Atkins is also licensed to sell 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, providing discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm serves individuals, corporations, pension plans, and trusts with an investment approach based on fundamental analysis tailored to clients’ financial situations and risk tolerances.

Joel Johnson is a CFP® with over 33 years of experience in the financial services industry. He is a managing member of Johnson Brunetti and has held leadership roles at JN Financial LLC and Financial Retirement Solutions LLC. Outside of advising, he is an author on political and financial topics and serves on the board of directors for Connecticut Community for Addiction Recovery. Johnson Brunetti, also known as JB Capital, is a multi-adviser firm managing approximately $2.78 billion in assets. The firm provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts, using a portfolio approach based on fundamental analysis tailored to client risk tolerances.

David Shapiro is a financial advisor at Johnson Brunetti with 27 years of industry experience. He holds a Series 66 designation and has worked previously at CNL Securities Corp for 14 years before joining JB Capital in 2018. In addition to his advisory role, Shapiro is involved in the sale of fixed annuities and life insurance as a licensed insurance agent. Johnson Brunetti is a multi-adviser firm that manages 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 uses fundamental analysis to tailor portfolio strategies according to clients’ financial situations and risk tolerances.

Heath Grossman is a CFP® with 23 years of industry experience, currently part of the Johnson Brunetti team in Wethersfield, CT. His work history includes roles at JN Financial LLC, JB Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. He also engages in the sale of life and health insurance and fixed annuities on a part-time basis. 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 assets and utilizes fundamental analysis tailored to client-specific financial situations and risk tolerances.

John Breard is a CFP® with 12 years of industry experience, currently serving at Alera Investment Advisors, LLC. His prior experience includes roles at Valic Financial Advisors and Arista Advisory Group, LLC. He is also involved with JB Capital, LLC and its affiliate JN Financial, LLC, where he is a licensed insurance agent recommending insurance and annuity products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, institutions, and retirement plans. The firm employs a multi-manager approach with a focus on long-term fundamental analysis and offers comprehensive ERISA-related plan services.

Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing 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 and tailored portfolio strategies aligned with clients’ financial situations and risk tolerances.