Marguerite Tomeo is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1978. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Christina Nestor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked at Commonwealth since 2020 and also operates Nestor Financial Network. Outside of her advisory role, she participates in User Interviews, a consumer research platform. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

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.

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.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation and securities licenses Series 65 and Series 63, with 19 years of industry experience. Bellara has managed firms including Bellara & Associates since 2010 and Strategic Financial Group LLC since 2016. Outside of advisory work, he is a passive investor in a SaaS company focused on AI-driven automation for skilled trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and primarily manages assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Kade Huang Savino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. Savino has three years of experience at Egidio Lennon Wealth Management and prior roles including positions at Central Connecticut State University and Tunxis Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of roughly 2,900 advisors and hundreds of thousands of clients with approximately $212.7 billion in assets under management. The firm offers various managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Alan Sokol is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Peter Nieporent is a CFP® and Series 65-registered financial advisor at Creative Planning with 10 years of industry experience. He has previously worked at NorthCoast Asset Management, Connectus Wealth, and Kovitz Investment Group Partners. Nieporent is based in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets using a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.

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.

Dante Egidio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. He has previously worked at Wayfair, Inc., Northeastern University, and the University of Connecticut. He is also associated with Egidio Lennon Wealth Management, LLC. 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, retirement and plan consulting, and custody and clearing services.

Sarah Mulcahy is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Putnam Retail Management for six years before joining Kestra in 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Jeffrey Montville is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following a prior role at Janney Montgomery Scott. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, delivered through both discretionary and non-discretionary platforms.

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.

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.