Christine Blumenthal is a financial advisor at Savant Wealth Management in Guilford, CT, holding a Series 65 credential. She has four years of industry experience, including prior roles at Exencial Wealth Advisors and Shoreline Financial Advisors. Before entering financial services, she spent five years with Team Demas Orthodontics. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Christian Thomas is a CFA® charterholder with 16 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2021. His prior experience includes roles at Lockton Investment Advisors and USI Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by affiliated legal, trust, and retirement plan service businesses.

Patrick Smith is a CFA® charterholder with 23 years of industry experience. He currently works at Savant Wealth Management and previously spent 18 years at Shoreline Financial Advisors and three years at Exencial Wealth Advisors, where he is an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Chad Berry is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney in 2025, he held roles at Fidelity Investments, Bank of America, Merrill, and other organizations. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Wu is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brenton Point Wealth Advisors LLC and Llbh Private Wealth Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, with $72.3 billion in assets under management as of May 2026.

Mitchel Raudat is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and two years of industry experience. He has previously worked at LPL Financial and Canoga Wealth Management, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with manager selection and uses multiple investment strategies supported by technology platforms and third-party managers.

Vincent Crudo is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 12 years before joining Janney in 2019. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Scott Trevethan is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney since 2019, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-time tennis instructor and a professional pickleball player, owning and managing teams in senior professional pickleball leagues. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

John Raudat is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Private Advisor Group and LPL Financial since 2011, following prior roles at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Outside of advisory work, he is involved in automobile racing as a team owner, racing driver, spokesman, and driving coach. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, utilizing both discretionary and non-discretionary approaches, technology platforms, and diverse investment strategies often implemented through third-party managers and TAMPs.

Michael Malatesta is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at KeyBank, MassMutual Life Insurance Co, MML Investors Services LLC, Cetera Financial Specialists LLC, Riverside Financial, and Loon Mountain. He also has experience outside finance, having worked at A&W Sanitation for six years and attended Plymouth State University. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based advisory products with a multi-provider platform and integrates services from KeyCorp affiliates to support portfolio management, municipal advisory, and investment banking.

Roan Sullivan is a financial advisor with Kestra Advisory Services LLC who holds a Series 66 designation and has three years of industry experience. Prior to joining Kestra, he was associated with Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, Sullivan owns Apres Ski, LLC, a private entity established to create a dating app. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Connor Dolan is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Dynamic Wealth Advisors dba Fair Street Advisors and GSB Wealth Management. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term approach alongside tactical rebalancing.

Thomas Vorio is a CFP® professional with nine years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MW Financial, and Northwestern Mutual in various capacities. He serves as a power of attorney successor for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms as well as managed accounts, and it operates as a broker-dealer and insurance agency.

Justin Lindahl is a financial advisor with Eagle Strategies (New York Life) based in Madison, CT. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Lindahl is also the owner of Lindahl Financial Group, which brokers non-registered insurance products alongside offering New York Life products and services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Stephen Norton is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial and Saybrook Wealth Group. He is the owner of Ableplanning.com, an online service providing special needs planning to families and individuals. MAI Capital Management offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of customized portfolio strategies and provides both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

Mark Kiniry is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Alps Fund Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Linda Remington is a financial advisor with Eagle Strategies (NY Life) based in Madison, CT. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. She has worked with Nylife Securities Inc. and New York Life Insurance Co. since 2002 and 2003, respectively. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Matthew Montana is a CFP® with 27 years of industry experience and has been with Hightower Advisors since 2013. He serves as the N81 Sea Strike Department Head in the U.S. Navy Reserve, dedicating time to general management in national defense. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various portfolio construction strategies.

Peter Sheen is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Hightower, he worked with Knights of Columbus and its related entities for multiple years. He also has experience with the Fellowship of Catholic University Students. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.