Brittany Squires is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her work history includes roles at Infinex Investments, Inc., Citizens Securities, Inc., Citizens Bank, and United Bank. Outside of her advisory work, she serves as a notary public without compensation. 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, and access to alternative investments through a hybrid adviser/broker-dealer model that combines firm supervision with delegated account management.

Wallie Feliciano is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and has been involved with Jet Set, Inc. and Jet Set Investments since 2000 and 1999 respectively. Outside of advisory work, he serves on the board of the Wallingford Country Club and is a member of the City Manager Search Committee in Meriden, CT, among other business activities including leadership in real estate and direct selling. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s operations feature a predominantly non-discretionary asset base and a dual broker-dealer/adviser status, offering both advisory and brokerage solutions through a large network of investment adviser representatives.

Robert Van Ostenbridge is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked at Bank of America, Merrill, and Triad Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a range of program structures and technology tools to support advisors and clients.

Gregory Nappo is a Certified Financial Planner® with 33 years of industry experience, currently advising at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

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.

Lee Sheiman is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Webster Bank, Wells Fargo Bank, Wells Fargo Clearing, and Citigroup. He is also a commissioned notary in an investment-related capacity. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Wezenski is a financial advisor with Savant Wealth Management in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors, LLC for six years and at Willingdon Wealth Management LLC for four years. He is also an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and family office services with an investment approach blending evidence-based asset allocation and actively managed strategies supported by centralized resources across a large advisory team.

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 Ludwin is a Series 66 credentialed advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements and access to alternative investments, lending, and cash-management options. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer and adviser status.

Sabina Vegiard is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Infinex Investments, Inc. since 2020 and previously at Key Investment Services LLC from 2016 to 2019. Outside of advisory work, she provides notary public services to bank customers. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Jennifer Campbell is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 20 years of industry experience. She has been with Infinex Investments, Inc. since 2004. Outside of her advisory role, she is involved with Accel Compliance, LLC, which focuses on insurance regulations and data entry. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm employs a combination of fundamental and technical analysis and offers access to alternative investments, lending, and cash-management solutions primarily through a network of investment adviser representatives.

Asa Cort is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fiduciary Investment Advisors and People's Securities, Inc. Outside of his advisory role, he is a co-founder of The Cort Family Foundation, which provides scholarships and supports nonprofit initiatives in lower-income communities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of financial planning, brokerage, and advisory services.

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.

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.

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.