Richard Pignone is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 54 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as attorney in fact for his wife. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing multiple strategies managed internally and by third parties.

Albert Lim is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent three years with Ameriprise Financial Services. Lim is also a partner in a residential real estate investment and rental company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Michael Fitzgerald is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 1995. Outside of his advisory role, he is a member of Sound Life Connections Inc., an educational organization assisting challenged students transitioning out of public school systems. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing discretionary management through customized and model-based portfolios.

Michael Lewis is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, LPL Financial, Cetera Investment Services, and KeyBank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through proprietary and third-party methodologies within plan lineups chosen by plan sponsors.

Andrew Banks IV is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2002. Outside of his advisory role, Banks serves as the treasurer and board member of F.O.C.U.S., a children's charity in New Haven, 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. 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, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

Joseph Lussier is a financial advisor at Creative Planning with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Kusick is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His work history includes roles at Investmark Advisory Group and Sportscenter of Connecticut. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Allen Dina III is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career history includes roles at JPMorgan Chase Bank and KeyBank prior to his current position. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios, emphasizing client-directed model selection with ongoing monitoring and third-party product due diligence.

Ryan Colwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Parker Dewey LLC and LVCC Golf Inc, as well as time spent as a full-time student at Albertus Magnus College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Nelsen is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Northern Trust, Wilmington Trust, and People's Securities, Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

Brian Obremski is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He has worked at Janney Montgomery Scott since 2010. Outside of his advisory role, he serves as Treasurer for the LSM Class of '95 Alumni Scholarship Fund, which awards scholarships to high school seniors. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

Eleas Vlahos is a financial advisor with Empower Advisory Group in Hamden, CT, holding a Series 66 designation and 14 years of industry experience. Prior to joining Empower Advisory Group in 2026, he worked at Prudential Investment Management Services and The Prudential Insurance Company of America for over two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed accounts.

John Zaprzalka is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 24 years of industry experience. He previously worked at LPL Financial for 18 years and has been associated with Apicella, Testa & Co., P.C. for over four decades. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Cynthia Giovacchino is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Webster Bank. Outside of advising, she manages several rental properties. 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 model that delegates investment analysis to its representatives while maintaining firm supervision.

Michael Asmerom is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and four years of industry experience. His career includes multiple roles at TD Private Client Wealth LLC and TD Bank N.A. since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm uses a mix of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Vincent Esposito is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His prior roles include positions at Sungarden Fund Management, LLC and Dynamic Wealth Advisors dba Fair Street Advisors. Since 2021, he has also worked as a practice management coach, providing guidance 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 services, and sponsors wrap-fee programs, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

John Huber Jr. is a financial advisor with Prime Capital Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edward Jones and Private Client Services. Outside of his advisory work, he serves as vice president of a local chapter of BNI Global, a professional networking organization. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm manages accounts using diversified strategies and delivers comprehensive reporting and financial administration through its affiliated accounting and family office practices.

John Sutfin is a Series 65-licensed advisor at Integrity Alliance, LLC with three years of industry experience. His prior work includes roles at Brokers International Financial Services and Bankers Life. In addition to his advisory work, he is involved with American Senior Benefits, where he works as a fixed insurance agent and provides retirement planning services. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent representatives. The firm offers a variety of investment strategies and support services, operating as both an SEC-registered investment adviser and a broker-dealer.