Jack Alissi is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and five years of industry experience. He has worked at Omnica Wealth and CIG Private Wealth Management prior to his current role. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

George Henry Jr. is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has been a member of the CPA firm HRT Advisors since 2002. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income instruments, combining an enterprise operating scale with a range of model and wrap-fee program options.

Jenna Fiore is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Fiore has been with Janney since 2026. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Frederic De Baeck is a financial advisor with Money Concepts Capital Corp in Wethersfield, CT, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Money Concepts Capital Corp and its affiliate Money Concepts FPC since 2002. Additionally, he serves as an office manager at Massaro Wealth Management, where he has been involved in financial planning since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm supports approximately 431 advisors managing around $3.33 billion across about 14,700 clients, utilizing multiple managed programs and a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Alexander Laureano is a Series 66-credentialed financial advisor with Janney Montgomery Scott, based in Glastonbury, CT. He has one year of experience in the financial industry and previously worked in law enforcement and insurance. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial, LLC since 2012. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages 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 portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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 a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Steven Lowe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held roles at Kyberstone Wealth and Citadel Wealth Management, and has been affiliated with Commonwealth Financial Network and Connecticut Investors Group since 2010. He is also the owner and president of several private entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Brendan Kruh is a financial advisor at Private Advisor Group, LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes eight years at Symmetry Partners, LLC and roles at Working Capital Management LLC and Central Connecticut State University. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting across both wrap and non-wrap programs. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives who tailor strategies to client objectives.

Joseph Ferron III is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with J.W. Cole Advisors since 2017 and previously worked at First Allied Advisory Services and First Allied Securities. He also operates Ferron Financial, LLC, a separate business entity. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Edward Fredericks is a financial advisor at J.W. Cole Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors since 2017, following nearly a decade at First Allied Advisory Services and over 30 years with First Financial Associates. Outside of his advisory role, he is also an insurance agent and operates a holding company, Edward L Fredericks Associates LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley, Bank of America, Merrill Lynch, Amerisave, Transamerica Capital Inc, and Tata Consultancy Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Matthew Haddock is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding a Series 65 credential and six years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Gaudreau Wealth New England, Mid Atlantic Capital Corporation, Commonwealth Financial Network, and Innovative Wealth Managers. Outside of advising, he owns Woods Hollow Leather Co., a personal merchandise business. Integrated Wealth Concepts LLC 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, and family office services, using customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Douglas Turner is a financial advisor at Integrated Wealth Concepts LLC with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith, Inc. Turner currently also affiliates with LPL Financial, LLC. Integrated Wealth Concepts LLC 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, using customized portfolios and a long-term investment approach alongside sponsored wrap-fee programs.