Jennifer Pianello is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Pianello has been with Janney Montgomery Scott and its related entities since 2014. 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 brokerage, financial planning, consulting, and advisory programs.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

Timothy O'Shea Jr. is a financial advisor with NewEdge Advisors, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has worked at GWM Advisors, LLC, since 2021 and spent 15 years at TIAA and TIAA-CREF from 2006 to 2021. 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and emphasizing centralized due diligence, ongoing monitoring, and technology integration.

William Woods is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Infinex Financial Group, CFM Construction Corp., and Trinity College. OSAIC Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed transaction control.

Daniel Cain is a CFP® professional with 14 years of industry experience. He is currently with Connecticut Financial Group, LLC and Commonwealth Financial Network, having previously worked at LPL Financial and Gulish & Associates. Cain is also co-owner of Gulish & Associates, Inc. and owner of Connecticut Financial Group, LLC and Connecticut FG, LLC, all entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, technological, and compliance support to affiliated advisors.

John Dimatteo is a CFP® professional with 32 years of industry experience, currently serving at Commonwealth Financial Network since 1998. He also co-owns DiMatteo Group Financial Services Inc. and DiMatteo Group Florida, Inc., entities involved in advisory and insurance services. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Michael Del Re III is a financial advisor at Prime Capital Financial with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Financial Network Limited. He is also an independent fixed insurance agent affiliated with Financial Network Limited. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services along with affiliated tax advisory and financial administration capabilities.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

Gray Peckham is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Northwestern Mutual, and The Milford Bank. Outside of advising, he works part-time at a home improvement store on weekends. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure and a network of investment adviser representatives.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2016, with prior experience at United Bank from 2016 to 2019. Woodhouse is also involved in banking activities through Ion Bank. 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 and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Charles Noble IV is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2013. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Jennifer Rowland is a Series 66 licensed financial advisor with 14 years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has worked at Ion Bank (Naugatuck Savings Bank) since 2011. Outside of advisory roles, she serves as a First Vice President and officer at Ion Bank. 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 and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Michael Messina is a CFP® professional with over 10 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2019, including a break from 2019 to 2022 before rejoining in 2022. Prior to that, he was with LPL Financial for six years. Messina is a co-owner of Gulish & Associates, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a diverse client base, managing roughly $213 billion in client assets. The firm provides a broad platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

John Caplan is a financial advisor at NewEdge Advisors with 27 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022, and previously worked at TIAA-CREF from 2007 to 2022. He holds the Series 66 designation. 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 provides a broad range of services, including portfolio management, financial planning, and retirement consulting, and utilizes a variety of program structures combining in-house and third-party management with technology tools to support advisors and clients.

Isaac Cho is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Equitable Advisors, LLC and the Federal Reserve Bank of Atlanta, as well as roles outside the financial sector such as at Oala Shuttle Services and Choong Man Chicken. 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 provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

James Bolan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Charles Schwab Bank, Charles Schwab & Co., Inc., and SGA Inc. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Robert Velardi is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Infinex Investments, Inc. since 2013. In addition to his advisory role, Velardi serves as a Vice President and Financial Advisor at ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large 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 a distinctive service and distribution model.

John Ashelford is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He has been with TD firms since 2012, including roles at TD Bank and TD Private Client Wealth LLC. Outside of his advisory work, he serves as Chairman of the Board for the Connecticut Hurricanes Drum and Bugle Corps, a nonprofit organization. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border model serving U.S. clients virtually through Canadian advisors.

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.