Brooks Pellerin is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fisher Investments, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he officiates youth hockey games with USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

James Nocerino is a financial advisor with OSAIC Institutions, INC., holding 43 years of industry experience. He previously worked at Infinex Investments, Inc. and Harvest Capital Advisors, LLC. Outside of his advisory role, he is the owner and CEO of JJN Wealth Management, LLC, focusing on financial advising and insurance products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

Leslie Busch is a financial advisor at TIAA-CREF with 10 years of industry experience and a Series 66 designation. She has worked at TIAA-CREF since 2018 and previously held roles at Waddell & Reed and various insurance agencies. Busch has also been involved with the Boys & Girls Club of Milford. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, including customized investment solutions through dedicated portfolio managers.

Julia Ferraro is a financial advisor at Key Investment Services LLC in Hamden, CT, with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2023. Outside of advising, she is involved in her family’s grocery business, Ferraro's Foodland, where she assists with cashier duties and catering during busy periods, and also works as a part-time waitress at a local steakhouse. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

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 at OSAIC Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Infinex Financial Group, CFM Construction Corp., and Trinity College. 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, operating with a hybrid adviser and broker-dealer structure.

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 at OSAIC Institutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Brokerage Services LLC and Northwestern Mutual. Outside of advising, he works part-time on weekends at Lowe's, a home improvement store. OSAIC Institutions, Inc. provides customized advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model, offering both discretionary and non-discretionary portfolio management, access to alternative investments, and lending solutions.

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 17 years of industry experience. His prior roles include positions at Ion Bank, Infinex Investments, United Bank, and LPL Financial. He is also involved in banking through Ion Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure with a focus on firm supervision and independent third-party promoters.

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 financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Ion Bank (Naugatuck Savings Bank) since 2011 and infinex Investments, Inc. since 2007. In addition to her advisory roles, she serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to individual adviser representatives.

Michael Messina is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has previously worked at LPL Financial and is a co-owner of Gulish & Associates, Inc., where he has been 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 affiliated advisors and their individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and a variety of investment options.

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 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.