Jason Villano is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and is based in Glastonbury, CT. He has been associated with Gottfried & Somberg Wealth Management since 2025 and has experience working in various roles at other firms and organizations, including Allegiant Wealth Management and Mad Tents LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 financial advisor with five years of industry experience. He currently works at NewEdge Advisors and also maintains roles at Nesso Accounting & Tax, LLC, and Nesso Wealth. In addition to his advisory work, he is a licensed insurance agent specializing in life, health, disability, annuities, and long-term care insurance. 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 wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology-driven tools.

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 licensed advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He has worked at Infinex Investments, Inc. since 2013. 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, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Sabina Vegiard is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc. and Key Investment Services LLC. Additionally, she serves as a Notary Public providing services to bank customers. 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, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure 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. Campbell has been affiliated with Infinex Investments, Inc. since 2004. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser 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 a notable non-discretionary asset base and lending marketplace.

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 the Series 66 credential and previously worked in the automotive sales industry. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

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.

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.

Francis Carson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2005 to 2020. Carson serves as a board member of the Stratford Visiting Nurses Association, a nonprofit organization providing nursing care to patients and their families. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.

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.

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.

Leo Beauregard is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at American Portfolios and Infinex Investments, Inc. 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, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.