Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Aita Financial Group. He also works as an independent contractor for Doctors Disability Specialists. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Andrew Verre is a financial advisor with Valic Financial Advisors in Portland, CT, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Christopher is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 66 credential and has worked at firms including NewEdge Securities, Carson Group Partners, and Cetera Advisor Networks. In addition to his advisory role, he maintains a legal practice providing basic wills and healthcare proxy advice and is involved in financial services and insurance through the Nesso Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of advisory services and investment programs, combining in-house expertise with third-party solutions and utilizing technology tools to enhance advisor and client support.

Joseph Massaro is a CFP® professional with 31 years of experience at Money Concepts Capital Corp, where he has worked since 1995. He holds Series 63 and Series 65 licenses and is based in Wethersfield, CT. Outside of his advisory role, he is involved in disability insurance as an agent and owns Massaro Wealth Management, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages roughly $3.33 billion across 431 advisors, offering multiple managed programs with both discretionary and non-discretionary account structures.

Robert Karn is a CFP®-designated financial advisor with over 43 years of industry experience. He is currently affiliated with Carson Wealth and has held roles at multiple firms including Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Karn is also involved in holding companies and serves as a notary. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Dane Castle is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His previous roles include positions at FSC Securities Corporation and Bank of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Matthew Teel is a CFP® with 22 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and has longstanding affiliations with Barnum Financial Group and Risk & Insurance Associates LLC, which he founded. Outside of his advisory work, he holds leadership and board responsibilities at Barnum Financial Group and is active in the insurance business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to create diversified portfolios, supported by a network of independent advisors and sub-advisors.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and has been an insurance agent appointed with various companies since 2003. Outside of his advisory role, he is an owner of Geezers, LLC, a real estate business focused on property renovation and resale. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing firm supervision rather than centralized account management.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. is an SEC-registered investment adviser that 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, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor with Empower Advisory Group in Naugatuck, CT. He holds Series 63 and Series 66 credentials and has five years of experience in the industry. His prior experience includes roles at GWFS Equities Inc., Northwestern Mutual Investment Services, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and managed account solutions, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, Uvest Financial Services Group, Inc., and Webster Investment Services, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing independent promoters.

Eric Goldstein is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Oxford, CT, holding a Series 66 designation and with 22 years of industry experience. He has worked at several firms including True North Financial Solutions, PRUCO Securities, LLC, and Ameritas Investment Company. Outside of his advisory role, Goldstein serves as a board member of a Chamber of Commerce network group and is an insurance agent. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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 with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, New England Retirement Strategies, LLC, LPL Financial, and HAI Group. Outside the financial sector, he has experience working in landscaping and has held positions in education. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model, offering multiple wrap programs and integrating services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

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.

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.