Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.

Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.

Elise Casey is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. Prior to her current role, she was affiliated with Park Avenue Securities and completed her education at Trinity College. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Marguerite Tomeo is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1978. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Christopher Cleland is a CFP® professional with 21 years of industry experience. He is currently with Integrity Alliance, LLC and has previously worked at Lincoln Investment. In addition to his advisory role, he is involved with American Senior Benefits, where he designs insurance strategies and manages insurance portfolio analysis. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of 164 independent advisers, employing a variety of portfolio management approaches and leveraging multiple custodial platforms and third-party programs.

Anthony Inzero is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC before joining TIAA-CREF in 2018. Outside of his advisory role, he serves as an umpire for collegiate baseball games. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Steven Klepack is a Series 65-registered financial advisor with TIAA-CREF, where he has worked since 2026. He has prior experience at Nuveen, Cigna Investment Management, Rockit Solutions, Peoples United Bank, and Bank of Montreal. 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 connected to TIAA-administered employer retirement plans. The firm offers a range of managed account options including model portfolios and customized portfolio management under a fiduciary standard, and also serves as adviser to the TIAA Donor Advised Fund.

Stephen Fordyce is a CFP® with 33 years of industry experience and is currently with Sanctuary Advisors, LLC. His prior experience includes over a decade at Snowden Capital Advisors LLC and Snowden Account Services, Inc. He serves on the board of Junior Achievement of Southwest New England, providing guidance on financial literacy initiatives for youth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering a range of investment advisory and financial planning services through a nationwide network of independent adviser representatives. The firm supports multiple investment strategies and maintains a fiduciary standard when agreements are in place.

Robert Bowman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Snowden Capital Advisors and Snowden Account Services. He is a member of the finance council for St. Bridget of Sweden Parish and serves on the board of The Tommy Fund, a nonprofit supporting families affected by pediatric cancer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of more than 400 independent adviser representatives, offering a range of portfolio management and retirement plan consulting services supported by multiple investment approaches and platforms.

Alexander Parkos is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and five years of industry experience. His prior roles include positions at Infinex Investments Inc., Aldrich Wealth Management, and Eastern CT State University. He also serves as a consultant for Rich Capital Financial Services outside of standard trading hours. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and offers access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Kade Huang Savino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. Savino has three years of experience at Egidio Lennon Wealth Management and prior roles including positions at Central Connecticut State University and Tunxis Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of roughly 2,900 advisors and hundreds of thousands of clients with approximately $212.7 billion in assets under management. The firm offers various managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Alan Sokol is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Thomas Nemet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously spent five years at Lincoln Financial Advisors. Outside of his advisory role, he also operates A+ Accounting and Tax Prep, a CPA affiliate program he has managed since 2003. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios with a long-term investment approach and employing both internal management and third-party managers.

Dante Egidio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. He has previously worked at Wayfair, Inc., Northeastern University, and the University of Connecticut. He is also associated with Egidio Lennon Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Sarah Mulcahy is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Putnam Retail Management for six years before joining Kestra in 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Jeffrey Montville is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following a prior role at Janney Montgomery Scott. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, delivered through both discretionary and non-discretionary platforms.

Joseph Dedomenico is a CFP® with 40 years of industry experience and has been with Commonwealth Financial Network since 2004. He is also registered with the Series 63 designation. Outside of his advisory role, he is involved in health and disability insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Mercer H&B, and MMC Securities Corp. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gordon Brown is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Company. Outside of his advisory role, Brown is a co-founder of Academic and Behavioral Support, LLC, which provides behavioral services for children with special needs. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing multiple investment approaches and platforms, and acts as a fiduciary under written advisory agreements.