Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

Michael Rabbitt is a CFP® professional with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes positions at Bank of America and Merrill. In addition to his advisory role, he sells insurance products as an independent agent through a separate business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, employing various analytical approaches and trading strategies to align with client objectives.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Matthew Coviello is a financial advisor with Commonwealth Financial Network in Cheshire, CT. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Commonwealth in 2026, he worked at Egidio Lennon Wealth Management, LLC starting in 2025. His background also includes several years in education at Central Connecticut State University, Pomperaug High School, and Rochambeau Middle School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Andrew Mcallister is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2002. Mcallister is also a co-owner of Federal Hill Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Colin Murray is an investment advisor representative at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life Insurance Company. Murray also conducts insurance advisory services related to life, health, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party strategies, supported by technology and centralized due diligence.

Ty Bongiovanni is a Series 66-licensed financial advisor with 19 years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Nesso Wealth, Cetera Advisor Networks, and National Planning Corporation. Outside of advisory work, he has operated Bongiovanni Insurance & Financial LLC, providing life, health, disability, annuities, and long-term care insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Paul Scileppi is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a total of 12 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

James Collins Jr. is a CFP® with 20 years of industry experience, currently serving at OSAIC Institutions, INC. He has held positions at ION Bank, Infinex Investments, LPL Financial, and Webster Investment Services. Collins also holds a vice president role at ION Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services with a focus on customized financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and integrated network of investment adviser and broker-dealer representatives.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. 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 offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Lyle Gal is a Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Brendan Kenny is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he provides occasional financial and business guidance to his wife's marketing and business development firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, using various investment strategies across discretionary and non-discretionary accounts.

Rebecca Rubino is a Series 65-licensed financial advisor with NewEdge Advisors, LLC, bringing one year of industry experience. Her prior roles include positions at Kreitler Financial, Berkshire Bank, and Bank of America. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Merrill for 13 years before joining LPL Financial in 2017. In addition to her advisory role, she is a commissioned notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies through proprietary and third-party research.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in tax preparation and accounting services as part of Leopold Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and multiple portfolio management strategies.

Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

Nolan Glenn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at M Holdings Securities, Inc., FactSet Research Systems, and Rocaton Investment Advisors. 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 plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.