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.

Alexander Parkos is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments Inc. since 2019, following prior roles at Aldrich Wealth Management and Silver City Properties. Outside of his advisory work, Parkos is a consultant for Rich Capital Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm provides both discretionary and predominantly non-discretionary portfolio management through a network of investment adviser representatives who use fundamental and technical analysis along with third-party due diligence.

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.

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.

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.

Tyler Bruns is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models along with a mix of investment vehicles, and serves both as a sub-advisor and through its turnkey asset management platform.

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.

Robert Kusiak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 21 years of industry experience. He has worked at OTI Marketing since 2011 and at Infinex Investments, Inc. since 2004. Outside of his advisory work, he operates an online reselling business, Selloti LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary asset management.

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.

Laurence Stanger is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1994. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Brendan Smith is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Savant Wealth Management and was previously associated with Exencial Wealth Advisors, LLC, where he was an equity partner. Outside of advisory services, he is involved in tax preparation and group life and health insurance management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Ralph Giansanti Jr. is a financial advisor at OSAIC Institutions, Inc. with 37 years of industry experience. He holds a Series 63 designation and has been with Infinex Investments, Inc. since 2013. Outside of his advisory role, he serves as a board member for the Ray of Hope Foundation, which places computer rooms in inner-city schools. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, alternative investments, and lending solutions, delivering advice primarily through a network of investment adviser representatives who use a mix of fundamental and technical analysis.

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.

Matthew Rich is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Osaic Institutions (formerly Infinex Investments) since 2013. Outside of his advisory role, he is involved with Bomar Adventures, LLC, a real estate investment and management business. 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 and financial planning, operating with a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

Matthew Glatt is a CFP® professional with 25 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. He has held leadership roles in multiple related businesses, including CEO of Nesso Accounting and Tax, LLC and Nesso Insurance, LLC. Outside of his advisory work, he is involved in managing tax planning and property and casualty insurance operations. NewEdge Advisors is an enterprise-scale registered investment adviser providing services to individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services with a focus on centralized due diligence and the integration of technology tools to support advisor and client needs.

Brittany Feller is a financial advisor with Commonwealth Financial Network based in Madison, CT. She holds a Series 66 designation and has six years of industry experience. She has worked at Egidio Lennon Wealth Management, LLC since 2013 and has been affiliated with Commonwealth Financial Network since 2003. Feller is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, trading, compliance, and practice management, enabling advisors to offer customized portfolio solutions and access to managed model portfolios.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, Inc., and various insurance carriers. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

John Caserta is a ChFC® and Series 66 credentialed advisor with 20 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2012 and also maintains a role with Penn Mutual Life Insurance Company. Outside of his advisory work, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and operates Boola Moola, a financial education resource for the Yale community. He has also served as immediate past president and currently as assistant treasurer of the Yale Club of New Haven, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers a range of services including financial planning, consulting, and retirement plan consulting, utilizing both discretionary and predominantly non-discretionary investment management approaches.