Leo Connors 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 Montgomery Scott since 2018, following prior roles at Bank of America and Merrill. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kenneth Steeves Jr. is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2012. 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 offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Bennet Thonakkaraparayil is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Mercer Global Advisors Inc. since 2019, following eight years at Regent Wealth Management Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach to create globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Michael Malatesta is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has previously worked with KeyBank, MassMutual Life Insurance Co, MML Investors Services LLC, and Cetera Financial Specialists LLC. Outside of finance, his background includes roles in sanitation services and employment following his time at Plymouth State University. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of investment programs, including wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Brian Flanagan is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and having three years of industry experience. His work history includes roles at Infinex Investments, Milford Bank, Total Wine & More, and involvement with Quinnipiac University and local community organizations. 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, wrap programs, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary client accounts.

Ralph Romanello is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund.

Denise Crispino is a financial advisor at TIAA-CREF with 36 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining TIAA-CREF in 2023, she worked at Bank of America and Merrill from 2011 to 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.

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.

David Wallach is a financial advisor with Integrity Alliance, LLC in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Brokers International Financial Services, CarMax, Securities America Advisors, Securities America Inc., and LPL Financial. Outside of advisory work, he is involved in insurance sales and marketing. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Melchior Crescenti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and has also been associated with Prudential Investment Management Services LLC and The Prudential Insurance Company of America since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Alan Tuchmann is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses, and has 10 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc. Outside of his advisory work, he has been involved with Jaigantic Studios LLC since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Muzyka is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of finance, he played junior hockey with the Drumheller Dragons in the Alberta Junior Hockey League. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors and affiliated broker-dealer services, utilizing a variety of managed account solutions and third-party platforms.

John Kuehnle is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 24 years of industry experience. He has worked at Infinex Investments, Inc. and Milford Bank since 2007. Outside of his advisory role, he is active as an insurance agent specializing in fixed insurance sales. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a range of solutions, including financial planning, ERISA plan services, access to alternative investments via the CAIS platform, and lending and cash-management options.

Lynne Rosenfeld is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Janney since 2017, with prior experience at Merrill. 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 clientele including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

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.

Juan Muniz III is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously held positions at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Walgreens. Muniz also manages a team of agents responsible for hiring and training within Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs with ongoing rebalancing and performance reviews.

Leo Connors Jr. is a CFP® professional with 21 years of industry experience, currently serving at Janney Montgomery Scott since 2018. He previously worked at Bank of America and Merrill, gaining extensive experience across these firms. Connors is a board member of the Central Connecticut Coast YMCA, where he contributes to the organization's mission and serves on its investment committee. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio managers supported by centralized asset management and dedicated client service operations.

Bonnie Sviridoff is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016, including prior experience at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and provides oversight of third-party advisory products through its Product Due Diligence Committee.

Alexander Casella is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Hornor, Townsend & Kent in 2022, he worked at PennMutual / Concord Wealth Management and The Montagno Insurance Agency. Outside of advising, Casella serves as a board member of the Italian American Youth Foundation and is involved with the North Branford Rotary Club. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, including discretionary and non-discretionary account options, supported by third-party asset manager relationships.

Peter Purcell III is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.