Lorna Barham is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has held positions at firms including Pershing LLC, People's United Advisors, Inc., and Symmetry Partners, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Melanie Kregling is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Melanie has been with Janney Montgomery Scott since 2010. She is a member of the Professional Advisors Council for the Community Foundation for Greater New Haven, where she provides advice on nonprofit community agencies and development strategies. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage, financial planning, and advisory services.

Jessica La Chance is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at DiMatteo Group Financial Services and the University of Tampa. La Chance also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Gregory Nappo is a financial advisor with Janney Montgomery Scott in New Haven, CT, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2017, alongside earlier work with the New Britain Bees and Miami Marlins. He is also involved with Core Training Academy. 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 through a combination of in-house and third-party portfolio management across multiple advisory programs, and offers brokerage, financial planning, and consulting services.

Richard Esposito is a financial advisor at SPC with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Parkland Securities, Eagle Strategies, New York Life, Allstate Insurance, Park Avenue Securities, and Guardian Life Insurance. He serves as a Gift Officer at Assumption University and is an elected member of the Board of Finance in East Haven, CT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Keith Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1996 and operates his own CPA practice, Keith E Anderson CPA, established in 1992. Additionally, he is part owner of Anderson, Brolin & Coba CPA's, LLC, a tax and accounting service business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed account programs, access to third-party managers, and a range of investment options, acting as both a wrap-fee program sponsor and back-office provider.

James Munro is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, as well as AXA Advisors from 2016 to 2018. He is also the owner of Munro Wealth Management, 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 managing roughly $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.

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 role, he officiates youth hockey games with USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy organization. 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, retirement consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Michele Molitor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at FD Financial and Wells Fargo Clearing prior to her current role. 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 a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

James Nocerino is a financial advisor with OSAIC Institutions, INC., holding 43 years of industry experience. He previously worked at Infinex Investments, Inc. and Harvest Capital Advisors, LLC. Outside of his advisory role, he is the owner and CEO of JJN Wealth Management, LLC, focusing on financial advising and insurance products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

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® professional with seven years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, Fidelity Investments, Webster Bank, LPL Financial, Edward Jones, and Lockheed Martin. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and related implementation services through affiliated accounting, legal, and trust entities.

Julia Ferraro is a financial advisor at Key Investment Services LLC in Hamden, CT, with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2023. Outside of advising, she is involved in her family’s grocery business, Ferraro's Foodland, where she assists with cashier duties and catering during busy periods, and also works as a part-time waitress at a local steakhouse. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

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.