Bonnie Sviridoff is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at Key Investment Services since 2016 and has prior experience at KeyBank and LPL Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates to offer a range of custodial, trade execution, and ancillary insurance products.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

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.

Alexis Karn is a financial advisor at Carson Wealth with a Series 65 license and four years of industry experience. Prior to joining Carson Wealth, Karn was with Karn, Couzens & Associates, Inc. for nine years. Outside of advisory work, Karn is involved in content creation on social media platforms. CWM, LLC, the parent firm, is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers a range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

James Couzens is a financial advisor at Carson Wealth with over 56 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cetera Wealth Services and Karn, Couzens & Associates. Additionally, he is an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory firm overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Bonnie Bailey is a CFP® professional with 10 years of industry experience, currently with NewEdge Advisors since 2024. She previously worked at Carson Wealth, Cetera Advisor Networks LLC, CWM, LLC, and Cornerstone Wealth Management. Bailey is also involved as an associate wealth advisor with GAAM Wealth Advisors and works as a life insurance agent with Freedom Moat, LLC. 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 investment adviser representatives. The firm offers a broad suite of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including USI Consulting Group, CWM, LLC, and Nesso Wealth. 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 representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services that combine centralized due diligence, technology tools, and both in-house and third-party investment strategies.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with OSAIC Institutions, Inc. and Rich Capital since 2013. 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, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

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.

Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Aita Financial Group. He also works as an independent contractor for Doctors Disability Specialists. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Jaine'coann Barton is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including New England Capital Financial Advisors, Purshe Kaplan Sterling Investments, and Barnum Financial Group. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning services and ongoing discretionary management, with a focus on model portfolios and customized portfolio management under a fiduciary standard.

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. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Additionally, he serves as an attorney in fact for his wife on an investment-related matter. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Kevin Christopher is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 66 credential and has worked at firms including NewEdge Securities, Carson Group Partners, and Cetera Advisor Networks. In addition to his advisory role, he maintains a legal practice providing basic wills and healthcare proxy advice and is involved in financial services and insurance through the Nesso Group. 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 wide range of advisory services and investment programs, combining in-house expertise with third-party solutions and utilizing technology tools to enhance advisor and client support.

Robert Karn is a CFP®-designated financial advisor with over 43 years of industry experience. He is currently affiliated with Carson Wealth and has held roles at multiple firms including Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Karn is also involved in holding companies and serves as a notary. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Albert Lim is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services and Commonwealth Financial Network prior to his current role. Outside of his advisory work, he is a partner in Valley Investment Properties, a residential real estate investment and rental company. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management, utilizing model and customized portfolios under fiduciary standards.