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.

Albert Lim is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services and Commonwealth Financial Network prior to his current role. Outside of his advisory work, he is a partner in Valley Investment Properties, a residential real estate investment and rental company. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management, utilizing model and customized portfolios under fiduciary standards.

Michael Fitzgerald is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 1995. Outside of his advisory role, he is a member of Sound Life Connections Inc., an educational organization assisting challenged students transitioning out of public school systems. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing discretionary management through customized and model-based portfolios.

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.

Andrew Banks IV is a financial advisor with Janney Montgomery Scott in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2002, following a brief tenure at RBC Capital Markets. Banks serves as the treasurer on the board of F.O.C.U.S., a children’s charity in New Haven. Janney Montgomery Scott is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, and offers a range of brokerage, advisory, and financial planning services supported by both in-house and third-party portfolio 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.

Michael Kusick is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His work history includes roles at Investmark Advisory Group and Sportscenter of Connecticut. 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.

Allen Dina III is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes positions at JPMorgan Chase Bank and JP Morgan Securities LLC prior to joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers various wrap programs with custodial and trade execution services, integrating capabilities from KeyCorp affiliates.

Tricia Gordon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes roles at Ion Bank, Infinex Investments, United Bank, and several other firms dating back to 2000. She also serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 accounts.

Gregory Pitruzzello is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. In addition to his advisory role, he is actively involved in life insurance sales and servicing for multiple carriers. 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 advisory and broker-dealer services, supporting clients with a range of account options and a platform that includes third-party asset managers.