Melchior Crescenti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and has also been associated with Prudential Investment Management Services LLC and The Prudential Insurance Company of America since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Alan Tuchmann is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses, and has 10 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc. Outside of his advisory work, he has been involved with Jaigantic Studios LLC since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Burke is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Sanctuary Advisors in 2025, he worked with Lido Advisors, LLC, Bank of America, and Merrill. He was also a professional freelance photographer from 2023 to 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers various portfolio management programs, retirement plan consulting, and access to third-party managed account platforms.

Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Matthew Muzyka is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Wells Fargo Advisors for four years. He has also been involved in junior hockey as a player with the Drumheller Dragons in the Alberta Junior Hockey League. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management options and fiduciary services.

John Kuehnle is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds a Series 66 credential and has worked at Infinex Investments, Inc. and Milford Bank since 2007. In addition to his advisory role, he is an insurance agent involved in fixed insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large 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 and broker-dealer model with both discretionary and non-discretionary account management.

Patrick Clark is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2010 and is also the owner of Alpine Wealth Management, LLC, a private entity facilitating securities and fixed insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple investment program structures and supports advisors with operations, technology, compliance, and practice management.

Lynne Rosenfeld is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Janney since 2017, with prior experience at Merrill. 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 clientele including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Joseph Lorenzo is a Series 66 licensed advisor with 11 years of industry experience. He has been associated with Infinex Investments, Inc. since 2015. Lorenzo is currently affiliated with OSAIC Institutions, Inc., an enterprise firm based in Meriden, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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, operating with a hybrid adviser/broker-dealer structure.

Stephen Gulish is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Gulish & Associates, Inc., a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at John Hancock and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Juan Muniz III is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously held positions at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Walgreens. Muniz also manages a team of agents responsible for hiring and training within Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 create tailored portfolios, offering both wrap and non-wrap programs with ongoing rebalancing and performance reviews.

Kevin Mancini is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large 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 a significant non-discretionary asset base and various third-party manager relationships.

Leo Connors Jr. is a CFP® professional with 21 years of industry experience, currently serving at Janney Montgomery Scott since 2018. He previously worked at Bank of America and Merrill, gaining extensive experience across these firms. Connors is a board member of the Central Connecticut Coast YMCA, where he contributes to the organization's mission and serves on its investment committee. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio managers supported by centralized asset management and dedicated client service operations.

Bonnie Sviridoff is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at KeyBank and Key Investment Services dating back to 2016. She is based in North Haven, CT. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment strategy selection, overseen by its Product Due Diligence Committee, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Alexander Casella is a financial advisor with Hornor, Townsend & Kent, LLC holding the ChFC® designation and Series 63 and 66 licenses, with seven years of industry experience. He has previously worked with PennMutual / Concord Wealth Management, The Montagno Insurance Agency, and KeyBank. Outside of his advisory role, he is involved as a soccer referee and serves on the board of the Italian American Youth Foundation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a dual-registered SEC adviser and broker-dealer platform.

Peter Purcell III is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Andrew Pryde is a financial advisor with TIAA-CREF in Hamden, CT, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at TIAA and Fidelity, along with brief tenures at Northwestern Mutual and Benjamin Feldman. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolio management alongside model portfolio options.

Daniel Fagan is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA and TIAA-CREF for 17 years. In addition to his advisory role, Fagan serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support its network of independent investment adviser representatives.

Desmond Perry is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA from 2007 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm combines point-in-time planning with ongoing management through model and customized portfolios within a vertically integrated advisory model.

Lee Giordano is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with the Bankers Life affiliated companies since 2008, including roles at Bankers Life & Casualty, Inc. where he serves as a Unit Sales Manager responsible for hiring and training agents. 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 tailor asset allocations and manages portfolios across a broad range of securities with periodic rebalancing and performance reviews.