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.

Roberta Nestor is a financial advisor with Commonwealth Financial Network in Milford, CT, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1994. Outside of her advisory role, she owns Nestor Financial Network, LLC, which facilitates insurance business, and serves as co-trustee for a family friend’s trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Keith Brown is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. since 2020, Assured Partners since 2015, and VOYA Financial Advisors, Inc. from 2014 to 2018. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

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. 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.

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.

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.

Matthew Teel is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of advisory work, he is the founder and principal of Risk & Insurance Associates LLC, a wholesale fixed insurance firm. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a portfolio approach grounded in fundamental analysis and Modern Portfolio Theory.

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.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

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.

Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

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.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.