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 with NewEdge Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life. He also has experience in insurance sales, advising on life, health, long-term care, and Medicare insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing both in-house and third-party solutions alongside centralized due diligence and technology platforms.

Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. 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 advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC based in New Britain, CT. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he serves as a voting board member of the Ballet Theater Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with both passive and active investment strategies.

James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 that distinguishes it from many enterprise peers.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Lyle Gal is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with two years of industry experience. Prior to Integrity Alliance, he has held roles at American Senior Benefits and First Command Advisory Services, among others. He is also involved in the sales and service of fixed insurance products and Medicare supplements through American Senior Benefits. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services with a broad range of portfolio management and financial planning options.

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial since 2026. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Fidelity. Outside of his advisory role, he provides occasional financial and business guidance for his wife's marketing and business development consulting firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial administration through its affiliated accounting and family office practices.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at Merrill from 2004 to 2017 before joining LPL Financial in 2017. Lori is also a commissioned notary public for the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role at LPL, he has worked in several positions including at Charlies Meat Market and Vector Marketing. His background also includes time at Nichols College and North Haven High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.