Daniel Frey is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Key Investment Services since 2016 and also has experience with KeyBank. 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 model selection and provides ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Laurence Stanger is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1994. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Brendan Smith is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Savant Wealth Management and was previously associated with Exencial Wealth Advisors, LLC, where he was an equity partner. Outside of advisory services, he is involved in tax preparation and group life and health insurance management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Kevin Agan Jr. is a financial professional with Bankers Life Advisory Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked in related roles at Bankers Life Securities, Bankers Life & Casualty, and S&S Worldwide. Outside of his advisory work, he owns Agan Financials LLC, a business involved in home renovation and rental property management in Connecticut. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Joshua Morton is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has been in the industry since 2024, with prior experience that includes roles in financial services and hospitality. Outside of advising, he has worked as a server and bartender at a restaurant and bar in Essex, CT. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

William Lawlor is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lawlor serves as an uncompensated board member of BH CARE, a nonprofit organization in North Branford, CT. Janney Montgomery Scott is a 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, and institutional clients, offering brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Robert Van Ostenbridge is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked at Bank of America, Merrill, and Triad Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a range of program structures and technology tools to support advisors and clients.

Lee Sheiman is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Webster Bank, Wells Fargo Bank, Wells Fargo Clearing, and Citigroup. He is also a commissioned notary in an investment-related capacity. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Craig Wezenski is a financial advisor with Savant Wealth Management in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors, LLC for six years and at Willingdon Wealth Management LLC for four years. He is also an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and family office services with an investment approach blending evidence-based asset allocation and actively managed strategies supported by centralized resources across a large advisory team.

Jean Wilczynski is a CFP® and Series 65-licensed advisor at Savant Wealth Management with 12 years of industry experience. She previously worked at Exencial Wealth Advisors, LLC for 12 years before joining Savant. Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church in Old Lyme, Connecticut, providing volunteer financial oversight. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated accounting, legal, and trust services.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and operates The Ferrucci Company, a securities business he founded in 1992. 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 back-office support, including trading, technology, compliance, and investment management services.

Richard La Saracina is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Mohegan Sun and Dodd Stadium. In addition to his advisory role, he is an insurance agent appointed with Bankers Life & Casualty, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis in its investment process.

Patrick Witheril is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney in 2021. Outside of his advisory work, he serves as Vice President of the Business Networking International Shoreline East Chapter in Madison, CT. Janney Montgomery Scott is a 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 municipal clients, offering brokerage services, financial planning, and multiple wrap/advisory programs.

Samuel Sweitzer is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Patrick Gingras is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Watermark Securities, Inc., Brenton Point Wealth Advisors LLC, and Essex Financial Services, Inc. He is involved in a joint venture with Lindberg & Ripple, serving as an insurance producer and introducing clients to life insurance solutions when appropriate. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of portfolio management strategies and integrates financial planning, tax, and administrative services into many client relationships.

Stephen Bohan is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2011. In addition to his advisory role, he is the owner of S.E. Bohan Financial Group, LLC, which engages in the sale and marketing of fixed insurance, fixed annuities, disability, health, and long-term care insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating with both discretionary and non-discretionary arrangements.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Michael Allegra is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including prior roles at Janney Montgomery Scott and Hans Kissle Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and a variety of portfolio management options.

Eric Moreira is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Essex Financial Services Inc. He also owns EJM Consulting, LLC, which manages advisory business activities related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, point-in-time recommendations, supported by a centralized consulting team and algorithmic tools.

Garrett Symmes is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Outerknown LLC, Lole Bands USA LLC, Coalision USA/Lole, and Alo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques, and Morgan Stanley offers a range of products including wrap programs and private fund relationships.