Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Alexander Parkos is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and five years of industry experience. His prior roles include positions at Infinex Investments Inc., Aldrich Wealth Management, and Eastern CT State University. He also serves as a consultant for Rich Capital Financial Services outside of standard trading hours. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, and offers access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and was also associated with VOYA Financial Advisors, Inc. in 2012, and Agia since 2022. Outside of his advisory work, Olewnik is involved in coaching mountain biking and ski racing, leading clinics and coaching athletes across various locations in New England. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services to address client investment needs.

Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Mercer H&B. He has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and managed account services.

Francis Tedesco is a CFP®-certified financial advisor at Private Advisor Group, LLC with three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and offers both proprietary and third-party managed account solutions across various investment strategies.

William Richardson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 2006 and at Hutchinson Financial Services, LLC since 2015. 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 a range of advisory programs and support services, including portfolio management and retirement plan consulting, while allowing affiliated advisors discretion in constructing client portfolios from diverse securities and insurance products.

Amber Pinette is a Series 66-licensed financial advisor with nine years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has been with Infinex - Thomaston Financial Services since 2014. Outside of her advisory role, she volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. 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 with a hybrid adviser/broker-dealer structure that combines firm supervision with decentralized account management.

Tyler Sadak is a financial advisor with Primerica Advisors holding a Series 66 designation and has recently entered the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an independent contractor selling insurance products not affiliated with Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life, and has held prior roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of his advisory work, he is involved in a transportation business serving special needs students. Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and corporate clients, offering a range of advisory programs and financial planning solutions through a dual broker-dealer and registered investment adviser platform.

James Comerford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009, following a decade at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary management with a focus on strategic and tactical asset allocation, manager selection, and customized consulting and retirement solutions.

Christopher Martinez is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is involved in insurance sales outside of those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice supported by Fidelity/NFS custody and execution services.

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Paul Casali is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Fahnestock & Co., Inc. throughout his career. Casali serves as a trustee for several family and charitable trusts and is a member of the board of directors and house chair at Torrington Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable proportion of assets managed on a non-discretionary basis.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Christopher Woodhouse is a financial advisor at Osaic Institutions, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.