Thomas Moran is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2019 and previously at LPL Financial, LLC from 2011 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. 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 portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at KeyBank, New England Retirement Strategies, LLC, and LPL Financial. Outside of finance, he has experience working in landscaping and has held roles in education at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, with oversight and due diligence processes to support its offerings.

Tricia Gordon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Ion Bank, Infinex Investments, United Bank, and Key Investment Services LLC. She currently serves as First Vice President at Ion Bank, a role involving banking and investment-related responsibilities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Gregory Pitruzzello is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at both Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. He is also active as an insurance agent providing life insurance sales and service for multiple carriers. 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, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ryan Colwell is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Parker Dewey LLC and LVCC Golf Inc, as well as time spent as a full-time student at Albertus Magnus College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brian Obremski is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He has worked at Janney Montgomery Scott since 2010. Outside of his advisory role, he serves as Treasurer for the LSM Class of '95 Alumni Scholarship Fund, which awards scholarships to high school seniors. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

Eleas Vlahos is a financial advisor with Empower Advisory Group in Hamden, CT, holding a Series 66 designation and 14 years of industry experience. Prior to joining Empower Advisory Group in 2026, he worked at Prudential Investment Management Services and The Prudential Insurance Company of America for over two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed accounts.

Donald Nemeth Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at The Legend Group from 2012 to 2017. Outside of his advisory role, he is also involved as a landlord managing minor property maintenance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches and managing approximately $22.9 billion in advisory assets.

Angelo Piccolo is a financial advisor with OSAIC Institutions, Inc. in Naugatuck, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Citigroup and People's Securities, Inc., and currently holds roles at both OSAIC Institutions and Ion Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services, including access to alternative investments and lending solutions. The firm employs a combination of fundamental and technical analysis and maintains a distinctive operational model with a focus on non-discretionary assets.

Cynthia Giovacchino is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Webster Bank. Outside of advising, she manages several rental properties, dedicating part of her time to property management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Michael Asmerom is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and four years of industry experience. His career includes multiple roles at TD Private Client Wealth LLC and TD Bank N.A. since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm uses a mix of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kelli Menard is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2022, she worked at Merrill and various divisions of People's United Bank, as well as Infinex Investments and Manchester Community College. In addition to her advisory role, she is also involved with ION Bank in a retail banking capacity. OSAIC Institutions, Inc. serves 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 model that leverages third-party promoters and extensive affiliations to deliver a distinctive service approach.

Vincent Esposito is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His prior roles include positions at Sungarden Fund Management, LLC and Dynamic Wealth Advisors dba Fair Street Advisors. Since 2021, he has also worked as a practice management coach, providing guidance to independent advisors entering the wealth management industry. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Andrew Acosta is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People United Bank for eight years. Outside of his advisory role, he is involved in tax preparation activities through entities such as the CT Institute of Finance and Sound Coaching Inc. 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 a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside various analytical approaches.

John Chipelo is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has been with Infinex Investments since 2014. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets, dual broker-dealer/adviser status, and extensive networking arrangements with banks and credit unions.

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.