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.

Isaac Cho is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, the Federal Reserve Bank of Atlanta, and Oala Shuttle Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Scott Trevethan is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Advest, Inc. Outside of his advisory work, he is involved in tennis instruction and is a professional pickleball player and team owner in professional senior pickleball leagues. 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 a broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

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.

Lee Norman is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes over a decade at Infinex Investments, Inc. and two years at Harvest Capital Advisors, LLC. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.

Martin Mangialardi is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Sorrento Pacific Financial, LPL Financial, and Chase Investment Services. 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 offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer model featuring both discretionary and non-discretionary accounts, access to alternative investments, and a lending marketplace.

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 at Kestra Advisory with a Series 66 designation and four years of industry experience. Prior to joining Kestra Advisory, he worked at Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, he owns Apres Ski, LLC, a private entity focused on creating a dating app. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supported by due diligence processes and multiple management platforms.

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.

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.

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 (a New York Life company) based in Madison, CT. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Lindahl has worked with Eagle Strategies since 2022 and operates Lindahl Financial Group, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing fiduciary responsibilities and mainly managing assets 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.

Joseph Lorenzo is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Joseph has been with Infinex Investments, Inc. since 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

Kevin Mancini is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 designations and has 23 years of industry experience. He has been with Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a model that delegates investment analysis and account management to its investment adviser representatives while providing firm supervision.

Mark Kiniry is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 39 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Alps Fund Services, Inc. He is currently based in Westbrook, Connecticut. 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’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Linda Remington is a financial advisor with Eagle Strategies (NY Life) in Madison, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked with Nylife Securities Inc. since 2003 and New York Life Insurance Co. since 2002. In addition to her advisory role, she is involved in insurance brokering of non-New York Life products including fixed annuities, life, disability, long-term care, and health insurance. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed 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 two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He also served with the Fellowship of Catholic University Students for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and various investment vehicles.

Dane Castle is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His previous roles include positions at FSC Securities Corporation and Bank of America. 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 and lending solutions.