Patrick Witheril is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Morgan Stanley Dw Inc. He serves as Vice President of the Business Networking International Shoreline East Chapter in Madison, 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 and offers a comprehensive range of brokerage, financial planning, consulting, and advisory services.

Mary Neary is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account investment options and operates as a broker-dealer and insurance agency.

Leo Beauregard is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at American Portfolios and infinex Investments, Inc. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Patrick Gingras is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Watermark Securities, Inc., Brenton Point Wealth Advisors LLC, and Essex Financial Services, Inc. He is involved in a joint venture with Lindberg & Ripple, serving as an insurance producer and introducing clients to life insurance solutions when appropriate. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of portfolio management strategies and integrates financial planning, tax, and administrative services into many client relationships.

Vincenzo Dastoli is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Investment Management Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Stephen Bohan is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2011. In addition to his advisory role, he is the owner of S.E. Bohan Financial Group, LLC, which engages in the sale and marketing of fixed insurance, fixed annuities, disability, health, and long-term care insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating with both discretionary and non-discretionary arrangements.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Infinex Investments, Inc. since 2014. Outside of his advisory role, he is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved with Stoggy Hollow, a restaurant business. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives, offering discretionary and non-discretionary management, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Michael Allegra is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and the Hans Kissle Company. His background also includes experience outside the financial industry at Snyders-Lance/Snack Factory LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Polka is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., Massachusetts Mutual Life Insurance Company, and MetLife Resources. Polka is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of advisory and non-advisory financial services.

Eric Moreira is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Essex Financial Services Inc. He also owns EJM Consulting, LLC, which manages advisory business activities related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, point-in-time recommendations, supported by a centralized consulting team and algorithmic tools.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Bennett Buffalo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Citizens Bank and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria and derivatives capabilities.

Nitung Liao is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC and Bridgelight Financial Advisors, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that focus on analyzing client goals and recommending investment strategies.

Nicholas Jean Louis is a financial advisor with Ameriprise in Portland, CT, holding a Series 66 designation and six years of industry experience. His previous work includes roles at Creative Financial Group, Landmark Americana, and West Chester University. Outside of his advisory work, he is co-owner of Brownstone Management of CT, LLC and works as a barback at Racks Billiards and Bar. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Taylor Flotre is a financial advisor with Ameriprise in Madison, CT, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, he worked for NOV from 2011 to 2020. Outside of his advisory role, he maintains practice management responsibilities through Flintlock Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and written recommendation reports.

Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.

Joseph Markim is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supported by a large network of investment adviser representatives and a range of strategic and tactical investment options.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Edward Riley is a financial advisor with Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1999 to 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with more than 14,000 financial advisors. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.