Craig Wezenski is a financial advisor with Savant Wealth Management in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors, LLC for six years and at Willingdon Wealth Management LLC for four years. He is also an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and family office services with an investment approach blending evidence-based asset allocation and actively managed strategies supported by centralized resources across a large advisory team.

Jean Wilczynski is a CFP® and Series 65-licensed advisor at Savant Wealth Management with 12 years of industry experience. She previously worked at Exencial Wealth Advisors, LLC for 12 years before joining Savant. Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church in Old Lyme, Connecticut, providing volunteer financial oversight. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated accounting, legal, and trust services.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and operates The Ferrucci Company, a securities business he founded in 1992. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including trading, technology, compliance, and investment management services.

Richard La Saracina is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Mohegan Sun, and Dodd Stadium. He is also licensed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Patrick Witheril is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney in 2021. Outside of his advisory work, he serves as Vice President of the Business Networking International Shoreline East Chapter in Madison, CT. Janney Montgomery Scott is a 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 municipal clients, offering brokerage services, financial planning, and multiple wrap/advisory programs.

Samuel Sweitzer is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Patrick Gingras is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Watermark Securities, Inc., Brenton Point Wealth Advisors LLC, and Essex Financial Services, Inc. He is involved in a joint venture with Lindberg & Ripple, serving as an insurance producer and introducing clients to life insurance solutions when appropriate. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of portfolio management strategies and integrates financial planning, tax, and administrative services into many client relationships.

Stephen Bohan is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2011. In addition to his advisory role, he is the owner of S.E. Bohan Financial Group, LLC, which engages in the sale and marketing of fixed insurance, fixed annuities, disability, health, and long-term care insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating with both discretionary and non-discretionary arrangements.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Michael Allegra is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including prior roles at Janney Montgomery Scott and Hans Kissle Company. 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 consulting services, supported by research and a variety of portfolio management options.

Charles Polka is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Resources. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, incorporating model portfolios and research from multiple sources to support diversified investment strategies.

Eric Moreira is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Essex Financial Services Inc. He also owns EJM Consulting, LLC, which manages advisory business activities related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, point-in-time recommendations, supported by a centralized consulting team and algorithmic tools.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Bennett Buffalo is a financial advisor with J.P. Morgan Securities in Guilford, CT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Citizens Bank, Northwestern Mutual, and Guardian Life Insurance Company of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Nitung Liao is a financial advisor with MassMutual Investors Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, LLC – Hoynes Financial Group, Bridgelight Financial Advisors, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements and a range of investment programs.

Taylor Flotre is a financial advisor with Ameriprise in Madison, CT, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Ameriprise in 2020, he worked for NOV from 2011 to 2020. He is involved in business ownership through Flintlock Management, where he manages practice operations and regulatory reporting. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.

Michael Desi is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 2012 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Joseph Markim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Liberty Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.