David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. 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, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

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.

Jeffrey Dunphy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and 65 licenses and bringing 11 years of industry experience. His work history includes positions at TD Bank N.A. and Richard Chevrolet. Outside of finance, he owns JnJ Unlimited, a small business involved in sticker sales and inventory management. 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 customers. The firm emphasizes strategic and tactical asset allocation through its TD Managed Portfolios, utilizing both affiliated and third-party sub-managers.

Sarah Germini is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and works closely with affiliated entities within the KeyCorp group.

Morris Mete is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Primerica Advisors since 2013. He also holds a position with Guardian Life Insurance Co of America. Outside of his advisory role, Mete officiates high school football games. Primerica Advisors is part of an enterprise serving a broad retail client base with a range of brokerage and advisory services, employing diverse investment strategies including proprietary model portfolios and third-party managers.

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.

Robert Danner is a financial advisor at Commonwealth Financial Network with a Series 65 credential. He has one year of experience in wealth management following a nine-year career at Pediatric Associates of Cheshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Beau Tillinghast is a CFP® professional with nine years of experience in financial advising. He is currently with Commonwealth Financial Network and previously worked at Kreitler Financial LLC 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 $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 consulting, and custody services.

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.

Robert Grenus is a financial advisor at Integrated Wealth Concepts LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities include providing non-variable insurance products such as accident, health, long-term care, term life, and health savings accounts. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach and utilizing a range of mutual funds, ETFs, equities, and fixed income.

Tyler Fortier is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. His career includes roles at Heritage Capital Advisors, Lincoln Financial Distributors, and Voya Financial Advisors. He is also involved in fixed insurance sales, dedicating a portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office support.

Matthew Somberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been a principal at Gottfried & Somberg Wealth Management, LLC since 2006. Somberg serves as a co-trustee for a private family foundation and is involved in offering speaking seminars through Teacher Retirement Planning Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors. The firm provides a comprehensive advisor-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products and services.

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.

Eduardo Vela is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles between 2014 and the present. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party programs and supports both discretionary and non-discretionary account management.

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.

Michael Elser is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has worked at several firms, including Northwestern Mutual and Omnica Wealth, where he is a co-owner. 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, and custody services.

Matthew Muzyka is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Wells Fargo Advisors for four years. He has also been involved in junior hockey as a player with the Drumheller Dragons in the Alberta Junior Hockey League. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management options and fiduciary services.

Benjamin Halter is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at RBC Capital Markets. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.