Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. 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 plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. 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, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that distinguishes it from many enterprise peers.

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.

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. 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 range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial since 2026. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Fidelity. Outside of his advisory role, he provides occasional financial and business guidance for his wife's marketing and business development consulting 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 with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial administration through its affiliated accounting and family office practices.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role at LPL, he has worked in several positions including at Charlies Meat Market and Vector Marketing. His background also includes time at Nichols College and North Haven High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Barry Michitsch is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in a residential masonry and construction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Odonnell Jr. is a financial advisor with LPL Financial in Naugatuck, CT, holding a Series 63 designation and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1993. Outside of his advisory role, he conducts eBay sales as a home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jane Griffith is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including ten years at Cetera Advisor Networks and over three decades running her own law practice. In addition to her advisory work, she maintains an active law practice and provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jon Laroche is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including one year at LPL Financial prior to joining Cambridge in 2011. Outside of his advisory work, Laroche is active with Kiwanis International and provides advice and strategic support to the Danbury Area Salvation Army. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians, and offers proprietary and third-party model strategies.

Thomas Martin is a financial advisor with Cetera in North Haven, CT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Independent Financial Group, and Penn Mutual Life Insurance Company. He is the sole owner of Martin Strategic Wealth LLC, which focuses on continuity and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual financial planning engagements.

John Tierney is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charter Oak Financial and the University of Massachusetts. Outside of his advisory duties, Tierney serves as a notary public for the Commonwealth of Massachusetts, works as a personal coach focusing on mental health and entrepreneurship, and coaches other financial advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.