Kevin Small is a CFP® professional with 14 years of experience in the financial industry. He has worked at Hightower Advisors since 2024 and previously spent over a decade with Equitable Advisors and Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and proprietary research, serving clients through a network of Advisor Practices with access to various investment products and tailored portfolio management strategies.

Keith Schlingheyde is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Northern Lights Distributors LLC, Astor Investment Management LLC, Allspring Funds Management LLC, and Strong Capital Management Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services incorporating proprietary and third-party investment strategies, as well as in-house equity and fixed-income portfolios.

Catherine Gulish is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Commonwealth since 2021 and also operates Gulish and Associates, Inc. alongside her advisory role. Prior to her financial career, she worked at W.B. Mason and studied at Stonehill College. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of discretionary model portfolios and customizable investment solutions while supporting affiliated advisors with operations, technology, compliance, and practice management.

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 work, he officiates youth hockey games for USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

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.

Kyle Foito is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at firms including Exencial Wealth Advisors LLC, Fidelity Investments LLC, and Edward Jones. His background also includes roles outside the financial sector, such as at Lockheed Martin and Fire American Tavern. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Julia Ferraro is a financial advisor with Key Investment Services LLC in Hamden, CT, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Key Investment Services since 2023 and previously at KeyBank. Outside of her advisory role, she assists in her family’s meat market and grocery store, Ferraro's Foodland, particularly during busy holiday periods. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to a range of clients including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary implementation and non-discretionary model selection, integrating services through affiliated KeyCorp entities.

Joseph Sipala is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds the Series 65 designation and has worked at Northern Lights Distributors, LLC since 2018, following a six-year tenure at Symmetry Partners, LLC. 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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.

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.

Christine Blumenthal is a financial advisor at Savant Wealth Management in Guilford, CT, holding a Series 65 credential. She has four years of industry experience, including prior roles at Exencial Wealth Advisors and Shoreline Financial Advisors. Before entering financial services, she spent five years with Team Demas Orthodontics. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

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.

Patrick Smith is a CFA® charterholder with 23 years of industry experience. He currently works at Savant Wealth Management and previously spent 18 years at Shoreline Financial Advisors and three years at Exencial Wealth Advisors, where he is an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

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.

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.

Michael Messina is a CFP® professional with 10 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at LPL Financial and Gulish & Associates, where he remains a co-owner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets, offering a range of managed-account programs and access to third-party asset managers.

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.

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 credentials and bringing 38 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Osaic FA, Inc., TD Wealth Management Services Inc., and Cetera Investment Services LLC. He also serves as a Vice President and Financial Advisor at ION Bank. 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 and employs a hybrid adviser/broker-dealer model that integrates discretionary and non-discretionary management along with access to alternative investments and lending solutions.