Thomas Davis is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Lee Norman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Infinex Investments, Inc. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving independent third-party promoters and multiple affiliated entities.

Darrelyn Brennan is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. Outside of her advisory role, she is involved in local politics as Interim Town Chair of the Town of Wappingers Democratic Committee, where she assists in recruiting members, running meetings, and supporting candidate ballot access. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutional clients, and nonprofit organizations through a variety of financial planning, investment management, and retirement plan consulting services. The firm offers diverse discretionary and non-discretionary wrap programs with portfolios managed internally and by third parties, supported by ongoing monitoring and an Investment Strategy Committee.

Martin Mangialardi is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. Prior to joining OSAIC Institutions in 2026, he spent 11 years with Cuna Brokerage Services, Inc. and CUNA Mutual Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Korey Juniewic is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2023, with a brief tenure at LPL Financial in 2023. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and a broad range of securities and insurance products.

Leo Connors is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2018, following prior roles at Bank of America and Merrill. Janney Montgomery Scott LLC 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kenneth Steeves Jr. is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Conrad Tarte is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, LLC, Continental Nine Financial Management, and Grove Point Investments, LLC. Tarte is the sole owner of Continental Nine Financial Services and Continental Nine Financial Management, where he provides fee-based investment advisory, tax preparation, estate planning, and life insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Bennet Thonakkaraparayil is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Mercer Global Advisors Inc. since 2019, following eight years at Regent Wealth Management Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach to create globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

John Grosso is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Commonwealth and Egidio Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Michael Malatesta is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at several firms including Cetera Financial Specialists LLC and MassMutual Life Insurance Co. His background also includes roles outside finance such as at Loon Mountain and A&W Sanitation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selection and provides ongoing monitoring, product due diligence, and access to third‑party discretionary managers.

Brian Flanagan is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Infinex Investments, Milford Bank, and Total Wine & More. He has also worked in educational and community settings such as Quinnipiac University, Woodruff Family YMCA, and Joseph A Foran High School. 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 under a hybrid adviser/broker-dealer structure that combines firm supervision with adviser-led investment management.

Ralph Romanello is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund.

Jessica Grillo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Egidio Assante Wealth Management, LLC since 2012 and has been affiliated with Commonwealth Financial Network since 2008. Grillo also spends a small portion of her time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with a range of investment program options and discretionary model portfolios managed by its Investment Management and Research team.

Denise Crispino is a financial advisor at TIAA-CREF with 36 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining TIAA-CREF in 2023, she worked at Bank of America and Merrill from 2011 to 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.

Connor Dolan is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Dynamic Wealth Advisors dba Fair Street Advisors and GSB Wealth Management. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term approach alongside tactical rebalancing.

David Wallach is a financial advisor with Integrity Alliance, LLC in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Brokers International Financial Services, CarMax, Securities America Advisors, Securities America Inc., and LPL Financial. Outside of advisory work, he is involved in insurance sales and marketing. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Melchior Crescenti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and has also been associated with Prudential Investment Management Services LLC and The Prudential Insurance Company of America since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Alan Tuchmann is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses, and has 10 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc. Outside of his advisory work, he has been involved with Jaigantic Studios LLC since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.