Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and has been an insurance agent appointed with various companies since 2003. Outside of his advisory role, he is an owner of Geezers, LLC, a real estate business focused on property renovation and resale. 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, operating with a hybrid adviser/broker-dealer structure and emphasizing firm supervision rather than centralized account management.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. 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 provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Eric Hanson is a Series 66 licensed financial advisor with Hightower Advisors, based in Madison, CT. He has 22 years of industry experience and has been with Hightower Advisors since 2013. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves a broad client base including pension plans, charitable organizations, corporations, and financial institutions.

Christopher Mcfadden is a financial advisor with Hightower Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

George Hughes IV is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, New England Retirement Strategies, LLC, LPL Financial, and HAI Group. Outside the financial sector, he has experience working in landscaping and has held positions in education. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model, offering multiple wrap programs and integrating services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Kathryn Genovese is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citizens Securities, Inc. from 2016 to 2024. Outside of her advisory role, she serves as Girls Coordinator and a board member for CT River Lacrosse in Old Lyme, CT. Janney Montgomery Scott 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 retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Frank Abel IV is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Commonwealth Financial Network since 2011 and has been with The Ferrucci Company since 1999. Outside of advisory services, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Ryan Colwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Parker Dewey LLC and LVCC Golf Inc, as well as time spent as a full-time student at Albertus Magnus College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and has also been involved with Ferrucci Financial Services Corp since 1996. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers customizable investment solutions and model portfolios managed by its Investment Management and Research team.

Donna Judge is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Janney in 2019. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services such as brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management with trustee and custody capabilities.

Vincent Esposito is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sungarden Fund Management, Dynamic Wealth Advisors dba Fair Street Advisors, Spruce Hill Capital, and Commonwealth Financial Network. Since 2021, he has also provided practice management coaching to independent advisors entering the wealth management industry. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.

John Chipelo is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 20 years of industry experience. He has been with Infinex Investments since 2014. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Stephen Shaw is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has previously worked at FedEx and Elmo's Dockside Restaurant. His spouse operates a home day care center, Miss Ally's LLC, in Clinton, CT. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and municipal clients, providing brokerage, financial planning, consulting, and advisory services through both in-house and third-party portfolio management.

Thomas Genera is a financial advisor with Eagle Strategies (NY Life) based in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with New York Life Insurance since 1981 and with NYLife Securities Inc. since 1991. Additionally, he is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its regulatory assets on a non-discretionary basis.

Matthew Sullivan is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He previously worked for Sullivan Financial Group and Commonwealth Financial Network for 21 years. He is also the sole member of Sullivan Financial Group, LLC, an entity created for securities and insurance business, and has limited involvement with Medicare product referrals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Tiffany Knoop is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Commonwealth Financial Network, and Ivory Wealth Management. Outside of her advisory role, she serves as an administrative assistant for Denton & Haskins, a back office operations business. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Adam Bouley is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at GWFS Equities, Voya Financial Advisors, and First Citizens Investor Services. 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 a range of brokerage, financial planning, and advisory services.

Tyler Bruns is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models along with a mix of investment vehicles, and serves both as a sub-advisor and through its turnkey asset management platform.

Robert Kusiak is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been affiliated with infinex Investments, Inc. since 2004 and OTI Marketing since 2011. Outside of his advisory work, Kusiak operates an online reselling business through Selloti LLC. 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 combines a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.