Korey Juniewic is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2023, with a brief tenure at LPL Financial in 2023. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and a broad range of securities and insurance products.

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 at several firms including Cetera Financial Specialists LLC and MassMutual Life Insurance Co. His background also includes roles outside finance such as at Loon Mountain and A&W Sanitation. 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 investment selection and provides ongoing monitoring, product due diligence, and access to third‑party discretionary managers.

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.

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.

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 with Sanctuary Advisors, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Wells Fargo Advisors for four years. He has also been involved in junior hockey as a player with the Drumheller Dragons in the Alberta Junior Hockey League. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management options and fiduciary services.

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 Series 66 and Series 63 licenses and 39 years of industry experience. His prior work includes roles 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, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bonnie Sviridoff is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at KeyBank and Key Investment Services dating back to 2016. She is based in North Haven, CT. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment strategy selection, overseen by its Product Due Diligence Committee, and operates within the KeyCorp group with affiliated banking and capital markets entities.

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.

Daniel Fagan is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA and TIAA-CREF for 17 years. In addition to his advisory role, Fagan serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support its network of independent investment adviser representatives.

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 with Hightower Advisors based in Madison, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Hightower in 2025, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He also spent two years with the Fellowship of Catholic University Students. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to proprietary research and pooled 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.

Eric Hanson is a Series 66 licensed financial advisor with Hightower Advisors, based in Madison, CT. He has 22 years of industry experience and has been with Hightower Advisors since 2013. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves a broad client base including pension plans, charitable organizations, corporations, and financial institutions.

Christopher Mcfadden is a financial advisor with Hightower Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.