Matthew Trevethan is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at Aetna/CVS Health and The Hartford Golf Club. 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, corporate and retirement plan sponsors, and municipal clients, providing brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Dane Castle is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation, Bank of America, and E*Trade Securities LLC. 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Daniel Finn is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and has over a decade of experience with New York Life Insurance and Finn Financial Solutions, LLC, where he owns a business brokering non-registered insurance products. He serves as a board member for the Middlesex Chamber of Commerce and the Town of East Hampton Board of Finance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a variety of program types, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and has worked as an insurance agent appointed with various companies since 2003. Outside of advising, he is involved in real estate through ownership in MRTD, LLC and Geezers, LLC, which focuses on renovating properties to buy and sell. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Kyle Voiland is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at ALDI Inc. from 2006 to 2018. Outside of his advisory role, he is involved as an insurance agent and partner in local financial and insurance-related business ventures. 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, frequently working with third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Bailey Jr. is a Series 66-licensed financial advisor with Equity Services, Inc. in Glastonbury, CT, where he has worked since 2001, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in the occasional purchase and sale of antiques and artwork as a hobby. 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

David Mitchell is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has also been associated with Vp Distributors Inc and Virtus Investment Partners since 2009 and 2008, respectively. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been associated with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure and emphasizes client choice between discretionary and non-discretionary account management.

James Poliner is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Bank of America and Merrill. Janney Montgomery Scott is a large 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, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Heather Blanchard is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Money Concepts since 2009. Outside of her advisory role, she is the owner of Clarity Wealth Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and platforms such as Envestnet.

James Newman is a CFP® with 16 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, having previously worked at Peak Point Capital Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Gregory Pitruzzello is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008 and is involved in life insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered investment advisory services with broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of December 2025.

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset managers.

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. 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 advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Russell Bell is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Commonwealth since 2011. He is also a principal at Heritage Capital Advisors and owns Russell Bell Financial Group, LLC, both entities involved in his securities and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support while allowing affiliated advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Jay Tibball is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Commonwealth since 2011 and Heritage Capital Advisors, LLC since 2005. In addition to his advisory work, he is involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage portfolios using a broad range of securities and insurance products.

Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. Integrated Wealth Concepts LLC 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, employing customized portfolios and a primarily long-term investment approach.