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.

Thomas Genera is a financial advisor with Eagle Strategies (NY Life) based in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with New York Life Insurance since 1981 and with NYLife Securities Inc. since 1991. Additionally, he is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its regulatory assets on a non-discretionary basis.

Michael Malloy is a financial advisor at Mercer Global Advisors Inc. He holds a Series 65 designation and has recently begun his career in the industry. Prior to joining Mercer, he held roles at MAI Capital Management, Sequoia Financial Group, and the University of Notre Dame. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other specialized strategies.

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.

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.

Heather Cramer is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having worked previously at Ameriprise, Sovereign Financial Group, Wealth Strategies of America, and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, and compliance services.

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.

Laurence Stanger is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Fahnestock & Co., Inc. since 1994. He holds Series 63 and Series 65 certifications. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Brendan Smith is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Savant Wealth Management and was previously associated with Exencial Wealth Advisors, LLC, where he was an equity partner. Outside of advisory services, he is involved in tax preparation and group life and health insurance management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

John Caserta is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and runs Boola Moola, a financial education resource for the Yale community. He is also active with the Yale Club of New Haven, having served as its immediate past president and currently assisting as assistant treasurer. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with a range of investment management and execution capabilities.

Robert Van Ostenbridge is a CFP® professional with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial, Triad Advisors, Bank of America, N.A., and Merrill. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures and emphasizing centralized due diligence and technology to support advisor and client needs.

Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. 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.

Lee Sheiman is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior experience includes roles at LPL Financial, Webster Bank, Wells Fargo Bank and Clearing, and Citigroup. He is also a commissioned notary as of 2021. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform using proprietary algorithms and client risk profiles, while maintaining a broader range of commission-based brokerage and advisory activities.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Wezenski is a financial advisor with Savant Wealth Management in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors, LLC for six years and at Willingdon Wealth Management LLC for four years. He is also an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and family office services with an investment approach blending evidence-based asset allocation and actively managed strategies supported by centralized resources across a large advisory team.

Mary Landsfield is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2023, she worked at Mass Mutual Life Insurance Company and its affiliates from 2018 to 2023, and co-founded Skymira, LLC, a software and radio technology company. She also serves on the advisory board of the University of New Haven’s Pompea College of Business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services within a vertically integrated group.