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 credential and 21 years of industry experience. He has worked concurrently with OTI Marketing since 2011 and infinex Investments, Inc. since 2004. Outside of his advisory roles, he operates Selloti LLC, an online reselling business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes individualized account management and third-party partnerships.

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.

Brian Elliott is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 29 years of industry experience. He has been affiliated with Capital Concepts, LLC and Commonwealth Financial Network since 2006. Outside of his advisory work, he holds a notary public commission and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Ralph Giansanti Jr. is a financial advisor with OSAIC Institutions, Inc. holding a Series 63 license and 38 years of industry experience. He has been associated 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, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, employing a hybrid adviser/broker-dealer model and various third-party and co-advisory arrangements.

Ryan Olschefskie is a financial advisor with Commonwealth Financial Network in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Commonwealth Financial Network since 2015. In addition to advisory services, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Matthew Rich is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Osaic Institutions since 2013 and is also involved with Bomar Adventures, LLC, where he manages real estate investments. 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Mercer H&B, and MMC Securities Corp. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Gould is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth Financial Network and Capital Concepts, LLC since 2006. Outside of advisory work, he is involved in fixed annuity sales through BancNorth Investment Group Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Matthew Glatt is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2024. Glatt also serves as CEO of Nesso Accounting and Tax, LLC, a firm specializing in individual and business tax planning and preparation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.

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 holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and runs Boola Moola, a financial education resource for the Yale community. He is also active with the Yale Club of New Haven, having served as its immediate past president and currently assisting as assistant treasurer. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with a range of investment management and execution capabilities.

Brittany Squires is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 credentials and has seven years of industry experience. Her career includes roles at Infinex Investments, Citizens Securities, Citizens Bank, and United Bank. Outside of advising, she serves as a Notary Public without compensation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of 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 discretionary and non-discretionary account options.

Amber Pinette is a Series 66-registered financial advisor with nine years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has worked with Infinex - Thomaston Financial Services since 2014. Amber volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves 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 with a hybrid adviser and broker-dealer model that supports both discretionary and non-discretionary account management.

Jessica Cafasso is a CFP® with 15 years of industry experience. She is currently affiliated with Osaic Institutions, Inc. and has previously worked at Infinex Investments, LPL Financial, and Webster 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Wallie Feliciano is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2013, while also maintaining roles with Jet Set, Inc. and Jet Set Investments since 1999. Outside of financial advising, he is involved in a multilevel marketing company and serves as a board member of the Wallingford Country Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines firm supervision with delegated investment management, offering both discretionary and non-discretionary advisory services along with access to alternative investments and lending solutions.

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.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.