Daniel Fagan is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at NewEdge Securities and NewEdge Advisors since 2022 and previously spent 17 years at TIAA and TIAA-CREF. Outside of advisory work, he serves as a Notary Public in North Haven, CT. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using a mix of mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 65 designation and has previously worked at firms including USI Consulting Group and CWM, LLC. His experience spans multiple roles within wealth management and consulting. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 14 years of industry experience. Since 2013, she has been associated with infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which shapes its service and compensation structure.

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.

Matthew Montana is a CFP® with 27 years of industry experience and has been with Hightower Advisors since 2013. He serves as the N81 Sea Strike Department Head in the U.S. Navy Reserve, dedicating time to general management in national defense. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various portfolio construction strategies.

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 at Benjamin F. Edwards & Company, Inc. with 54 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an attorney-in-fact for his wife in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Richard Lamore is a financial advisor at J.W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Corp. Outside of his advisory role, Lamore is involved with nonprofit organizations focused on financial education, including the Society of Financial Awareness and Poor Richard's Financial Literacy. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Andrew Verre is a financial advisor with Valic Financial Advisors in Portland, CT, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Christopher is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, having previously worked at firms including Nesso Group, CWM LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. Outside of advising, he operates a legal practice focused on basic estate planning and sells fixed insurance products such as life, health, annuities, and long-term care insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and emphasizes oversight of trading and product selection within its investment process.

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.

Dane Castle is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously 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 through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

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.

Thomas Dillon is a financial advisor at OSAIC Institutions, INC. with 22 years of industry experience. He holds a Series 66 designation and has worked with Infinex Investments, Inc. since 2013. Outside of his advisory role, he is involved in real estate through ownership in Geezers, LLC, a company focused on renovating properties for resale. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

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.

Gary Jameson is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Infinex Investments, Inc. since 1998. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory approach includes both discretionary and predominantly non-discretionary asset management, delivered through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis.

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.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.