Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Patrick Clark is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2010 and is also the owner of Alpine Wealth Management, LLC, a private entity facilitating securities and fixed insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple investment program structures and supports advisors with operations, technology, compliance, and practice management.

Lynne Rosenfeld is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Janney since 2017, with prior experience at Merrill. 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 clientele including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Scott Skidmore is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors 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, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary client arrangements.

Stephen Gulish is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Gulish & Associates, Inc., a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at John Hancock and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Leo Connors Jr. is a CFP® professional with 21 years of industry experience, currently serving at Janney Montgomery Scott since 2018. He previously worked at Bank of America and Merrill, gaining extensive experience across these firms. Connors is a board member of the Central Connecticut Coast YMCA, where he contributes to the organization's mission and serves on its investment committee. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio managers supported by centralized asset management and dedicated client service operations.

Alexander Casella is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Hornor, Townsend & Kent in 2022, he worked at PennMutual / Concord Wealth Management and The Montagno Insurance Agency. Outside of advising, Casella serves as a board member of the Italian American Youth Foundation and is involved with the North Branford Rotary Club. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, including discretionary and non-discretionary account options, supported by third-party asset manager relationships.

Peter Purcell III is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Additionally, she operates as an independent insurance agent specializing in fixed insurance product sales. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures with an emphasis on non-discretionary, recommendation-based relationships.

Andrew Pryde is a financial advisor with TIAA-CREF in Hamden, CT, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at TIAA and Fidelity, along with brief tenures at Northwestern Mutual and Benjamin Feldman. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolio management alongside model portfolio options.

Bonnie Bailey is a CFP® professional with 10 years of industry experience, currently with NewEdge Advisors since 2024. She previously worked at Carson Wealth, Cetera Advisor Networks LLC, CWM, LLC, and Cornerstone Wealth Management. Bailey is also involved as an associate wealth advisor with GAAM Wealth Advisors and works as a life insurance agent with Freedom Moat, LLC. 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 suite of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 65 designation and has previously worked at firms including USI Consulting Group and CWM, LLC. His experience spans multiple roles within wealth management and consulting. 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 that integrates asset management with financial planning and consulting.

Elizabeth Ingriselli is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments, Inc. since 2013. 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, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.

Desmond Perry is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA from 2007 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm combines point-in-time planning with ongoing management through model and customized portfolios within a vertically integrated advisory model.

Keith Brown is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. since 2020, Assured Partners since 2015, and VOYA Financial Advisors, Inc. from 2014 to 2018. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Jaine'coann Barton is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including New England Capital Financial Advisors, Purshe Kaplan Sterling Investments, and Barnum Financial Group. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning services and ongoing discretionary management, with a focus on model portfolios and customized portfolio management under a fiduciary standard.

Richard Pignone is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 54 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as attorney in fact for his wife. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing multiple strategies managed internally and by third parties.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Kevin Christopher is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 24 years of industry experience. His background includes roles at firms such as CWM, LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. In addition to his advisory work, he is involved in selling fixed insurance products and maintains a minimal legal practice focusing on basic wills and healthcare proxies. 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 representatives. The firm provides a variety of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Albert Lim is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent three years with Ameriprise Financial Services. Lim is also a partner in a residential real estate investment and rental company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes model-based and customized portfolio management and acts as adviser to a donor-advised fund.