Tyler Sadak is a financial advisor with Primerica Advisors holding a Series 66 designation and has recently entered the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an independent contractor selling insurance products not affiliated with Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

Garrett Burns is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with NewEdge Advisors, LLC and has prior experience at firms including CWM, LLC and Asset Strategies, Inc. In addition to his advisory role, he is involved in tax preparation through Nesso Accounting & Tax, LLC and holds a license to sell life, health, and disability insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of investment strategies and periodic portfolio reviews.

Mary Landsfield is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2023, she worked at Mass Mutual Life Insurance Company and its affiliates from 2018 to 2023, and co-founded Skymira, LLC, a software and radio technology company. She also serves on the advisory board of the University of New Haven’s Pompea College of Business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services within a vertically integrated group.

Samuel Degennaro is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Snowden Lane Partners for eight years. Degennaro has been with Sanctuary Advisors and its affiliated entity, Sanctuary Securities, Inc., since 2024. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and retirement consulting services using a variety of analytical approaches and account management options.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Emily Joyce Grikis is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Benjamin F. Edwards, she worked in automotive sales at Car Factory Direct/Bob's Buick GMC of Milford for one year. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies combining model-based and customized portfolios and maintains an in-house trading desk alongside its broker-dealer operations.

Shari Rahmlow is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She worked at Merrill from 2012 to 2023 before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management via model portfolios or customized portfolios managed under client-approved investment policies.

Samuel Brimer is a CFP® with 24 years of industry experience, currently serving at SPC and previously at Parkland Securities. He has provided tax preparation and accounting services through Brimer & Butler CPA for over 40 years. Brimer is also a board member of the Arbuckla Master Conservancy District and operates a sole proprietorship, Sam Brimer Wealth Management. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with discretionary and nondiscretionary options.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Matthew Coviello is a financial advisor with Commonwealth Financial Network in Cheshire, CT. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Commonwealth in 2026, he worked at Egidio Lennon Wealth Management, LLC starting in 2025. His background also includes several years in education at Central Connecticut State University, Pomperaug High School, and Rochambeau Middle School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 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.

Thornton Fay is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at GWFS Equities, Empower Advisory Group, and Wells Fargo Clearing. Thornton is based in Hamden, CT. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Marianne Noyes Ryder is a financial advisor with Commonwealth Financial Network in Newtown, CT. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. She has been with Commonwealth Financial Network for 18 years. Outside of her advisory work, she serves as a health care representative for a client. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a variety of managed-account programs and access to third-party asset managers, providing a broad platform that includes discretionary and nondiscretionary portfolio management along with custody and clearing services.

Andrew Mcallister is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2002. Mcallister is also a co-owner of Federal Hill Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Colin Murray is an investment advisor representative at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life Insurance Company. Murray also conducts insurance advisory services related to life, health, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party strategies, supported by technology and centralized due diligence.

Ty Bongiovanni is a Series 66-licensed financial advisor with 19 years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Nesso Wealth, Cetera Advisor Networks, and National Planning Corporation. Outside of advisory work, he has operated Bongiovanni Insurance & Financial LLC, providing life, health, disability, annuities, and long-term care insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Paul Scileppi is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a total of 12 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.