Laurence Stanger is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Fahnestock & Co., Inc. since 1994. He holds Series 63 and Series 65 certifications. 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 variety of investment programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Brendan Smith is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Savant Wealth Management and was previously associated with Exencial Wealth Advisors, LLC, where he was an equity partner. Outside of advisory services, he is involved in tax preparation and group life and health insurance management. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Ralph Giansanti Jr. is a financial advisor with OSAIC Institutions, INC., holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Infinex Investments, Inc. for 13 years and Harvest Capital Advisors, LLC for 13 years. Outside of his advisory role, he serves as a board member of the Ray of Hope Foundation, which places computer rooms in inner-city schools. 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, and access to alternative investments while operating a hybrid adviser/broker-dealer model with a distinctive use of third-party promoters and extensive affiliated entities.

Matthew Rich is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at OSAIC Institutions since 2000 in various capacities and is also involved with Bomar Adventures, LLC and Rich Capital, both investment-related businesses. Matthew has experience managing real estate investments through Bomar Adventures, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and operates a unique hybrid adviser/broker-dealer structure.

Wallie Feliciano is a financial advisor at OSAIC Institutions, INC. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc. since 2013. Outside of advisory work, he is involved in direct selling through a multilevel marketing company and serves on the board of the Wallingford Country Club. He also participates in the City Manager Search Committee for Meriden, CT, and is president of Caribbean Property Development Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and combines a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

William Lawlor is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several firms, including Wells Fargo Clearing, RBC Capital Markets, Oppenheimer, and Ryan Beck & Co. Lawlor serves as a board member of BH CARE in North Branford, 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 diverse client base with services including brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management and offering in-house custody and trustee capabilities.

Robert Van Ostenbridge is a CFP® professional with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial, Triad Advisors, Bank of America, N.A., and Merrill. 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 advisors. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures and emphasizing centralized due diligence and technology to support advisor and client needs.

Lee Sheiman is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior experience includes roles at LPL Financial, Webster Bank, Wells Fargo Bank and Clearing, and Citigroup. He is also a commissioned notary as of 2021. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform using proprietary algorithms and client risk profiles, while maintaining a broader range of commission-based brokerage and advisory activities.

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.

Michael Ludwin is a financial advisor at OSAIC Institutions, INC. with 32 years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, Harvest Capital Advisors, LPL Financial, Uvest Financial Services Group, and Webster Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Sabina Vegiard is a financial advisor at Osaic Institutions, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Infinex Investments, Inc., Key Investment Services LLC, LPL Financial, and Citizens Securities, Inc. In addition to her advisory role, she serves as a Notary Public providing services to bank customers. 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, wrap programs, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Jennifer Campbell is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. She has been affiliated with Infinex Investments, Inc. since 2004. Outside of her advisory role, she is involved with Accel Compliance, LLC, focusing on insurance regulations and data entry. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a mix of discretionary and non-discretionary asset management.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network in Essex, CT, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Commonwealth since 2001 and also operates The Ferrucci Company, a securities business he has owned since 1992. 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 offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Patrick Witheril is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Morgan Stanley Dw Inc. He serves as Vice President of the Business Networking International Shoreline East Chapter in Madison, 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 and offers a comprehensive range of brokerage, financial planning, consulting, and advisory services.

Leo Beauregard is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at American Portfolios and infinex Investments, Inc. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

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.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Infinex Investments, Inc. since 2014. Outside of his advisory role, he is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved with Stoggy Hollow, a restaurant business. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives, offering discretionary and non-discretionary management, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Michael Allegra is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and the Hans Kissle Company. His background also includes experience outside the financial industry at Snyders-Lance/Snack Factory LLC. 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, third-party asset management, and institutional platforms.