Richard Esposito is a financial advisor at SPC with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Parkland Securities, Eagle Strategies, New York Life, Allstate Insurance, Park Avenue Securities, and Guardian Life Insurance. He serves as a Gift Officer at Assumption University and is an elected member of the Board of Finance in East Haven, CT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Rance Hillier is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Hillier is also a general partner and co-owner of Mainsail Capital Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services that include wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of discretionary model portfolios and customized investment solutions.

Robert Hollmann is a CFP® professional affiliated with Kestra Advisory, with 36 years of industry experience. He has previously worked at Wells Fargo Advisors and LPL Financial among other firms. He is based in Essex, CT. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions within a supervisory framework.

Kyle Foito is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at firms including Exencial Wealth Advisors LLC, Fidelity Investments LLC, and Edward Jones. His background also includes roles outside the financial sector, such as at Lockheed Martin and Fire American Tavern. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Mary Anne Hartney is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and Merrill. Hartney has been with Janney Montgomery Scott since 2019. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes roles at J.P. Morgan Securities, Wells Fargo Bank, and KeyBank. Outside of advisory work, she owns Miss Ramah LLC, a clothing business, and works as a part-time driver for Uber and Lyft. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Joseph Sipala is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience and holds a Series 65 designation. His prior work includes roles at Northern Lights Distributors, LLC and Symmetry Partners, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Robert Fiocco is a CFP® with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and Somerset Hills Wealth Management. He has been with both firms since 2013. Fiocco is also registered as an agent for fixed insurance sales under Somerset Hills Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to its affiliated advisors.

Christine Blumenthal is a financial advisor at Savant Wealth Management with a Series 65 designation and over eight years of industry experience. She previously worked at Exencial Wealth Advisors, LLC and Shoreline Financial Advisors, LLC. Prior to her career in financial advising, she was with Team Demas Orthodontics for five years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports clients with integrated accounting, legal, and trust services through affiliated entities.

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 with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and Lightspeed Commerce. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

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.

John Caplan is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 15 years before joining NewEdge Advisors in 2022. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, utilizing a range of investment strategies and periodic portfolio reviews.

Robert Velardi is a financial advisor with Osaic Institutions, Inc. He holds Series 65 and Series 63 licenses and has 38 years of industry experience. Since 2013, he has worked with Infinex Investments, Inc., and he also serves as a Vice President and Financial Advisor at ION Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Craig Montanari is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 16 years. Montanari is also a co-owner of LJMCAM, LLC, an entity involved in managing commercial real estate in North Haven, CT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including model portfolio management and customized investment solutions.

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 with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he is involved in automobile racing as a team owner, driver, spokesman, and driving coach with Superfly Racing LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.