Thomas Bailey Jr. is a Series 66-licensed financial advisor with Equity Services, Inc. in Glastonbury, CT, where he has worked since 2001, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in the occasional purchase and sale of antiques and artwork as a hobby. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Gerta Xhelaj is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD-affiliated firms since 2016. Outside of her advisory role, she is a member of an LLC that manages a rental property in Hartford, Connecticut. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

David Mitchell is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has also been associated with Vp Distributors Inc and Virtus Investment Partners since 2009 and 2008, respectively. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christien Dupuis is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

James Poliner is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Bank of America and Merrill. Janney Montgomery Scott is a large 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 municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Heather Blanchard is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Money Concepts since 2009. Outside of her advisory role, she is the owner of Clarity Wealth Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and platforms such as Envestnet.

James Newman is a CFP® with 16 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, having previously worked at Peak Point Capital Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Gregory Pitruzzello is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008 and is involved in life insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered investment advisory services with broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of December 2025.

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset managers.

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. 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 a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

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.

Kervin Vincent is a financial advisor with Key Investment Services LLC in Manchester, CT, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at KeyBank and Westfield Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Lazarus Regueiro is a financial advisor at Empower Advisory Group with six years of industry experience and holds the Series 66 designation. His work history includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., McIntosh Tax and Asset Management Group, LLC, Craig James Financial Services, LLC, and Stony Brook University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Russell Bell is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Commonwealth since 2011. He is also a principal at Heritage Capital Advisors and owns Russell Bell Financial Group, LLC, both entities involved in his securities and insurance business. 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 operational support while allowing affiliated advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Jay Tibball is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Commonwealth since 2011 and Heritage Capital Advisors, LLC since 2005. In addition to his advisory work, he is involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage portfolios using a broad range of securities and insurance products.

Margaret Czyz is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at TD Ameritrade from 2012 to 2021 and joined TD Private Client Wealth LLC and TD Bank N.A. in 2023. Outside of her advisory role, she serves as a catechist for grade school students at St. Patrick Church in Farmington, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, and financial planning support, using a blend of affiliated and third-party sub-managers within its investment strategies.

Philip Parker is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Prudential Investment Management Services LLC and KeyBank. Outside of his advisory work, he serves as treasurer for Trail Life USA Troop 1635 in Newington, Connecticut. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. Integrated Wealth Concepts LLC 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, employing customized portfolios and a primarily long-term investment approach.