Dane Castle is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His previous roles include positions at FSC Securities Corporation and Bank of America. 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.

Daniel Finn is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and has over a decade of experience with New York Life Insurance and Finn Financial Solutions, LLC, where he owns a business brokering non-registered insurance products. He serves as a board member for the Middlesex Chamber of Commerce and the Town of East Hampton Board of Finance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a variety of program types, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Stanley Kesilewski III is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at TAL Education Group and Gilt Leaf Games. Outside of his advisory work, he serves as a Unit Field Trainer at Bankers Life and Casualty, where he recruits and trains insurance agents, and he is also a trustee for his family’s trust. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Seth Renaud is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has served as co-owner and president of Omnica Wealth, LLC, where he dedicates full time to securities, advisory, and insurance business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.

Jonas Regondola is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. His background includes roles at Bankers Life & Casualty, Inc., as well as work outside financial services in retail and hospitality sectors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.