Stephen Dennis is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Anthony Inzero is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC before joining TIAA-CREF in 2018. Outside of his advisory role, he serves as an umpire for collegiate baseball games. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Steven Klepack is a Series 65-registered financial advisor with TIAA-CREF, where he has worked since 2026. He has prior experience at Nuveen, Cigna Investment Management, Rockit Solutions, Peoples United Bank, and Bank of Montreal. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account options including model portfolios and customized portfolio management under a fiduciary standard, and also serves as adviser to the TIAA Donor Advised Fund.

Michael Malloy is a financial advisor at Mercer Global Advisors Inc. He holds a Series 65 designation and has recently begun his career in the industry. Prior to joining Mercer, he held roles at MAI Capital Management, Sequoia Financial Group, and the University of Notre Dame. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Stephen Fordyce is a CFP® with 33 years of industry experience and is currently with Sanctuary Advisors, LLC. His prior experience includes over a decade at Snowden Capital Advisors LLC and Snowden Account Services, Inc. He serves on the board of Junior Achievement of Southwest New England, providing guidance on financial literacy initiatives for youth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering a range of investment advisory and financial planning services through a nationwide network of independent adviser representatives. The firm supports multiple investment strategies and maintains a fiduciary standard when agreements are in place.

Robert Bowman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Snowden Capital Advisors and Snowden Account Services. He is a member of the finance council for St. Bridget of Sweden Parish and serves on the board of The Tommy Fund, a nonprofit supporting families affected by pediatric cancer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of more than 400 independent adviser representatives, offering a range of portfolio management and retirement plan consulting services supported by multiple investment approaches and platforms.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation and securities licenses Series 65 and Series 63, with 19 years of industry experience. Bellara has managed firms including Bellara & Associates since 2010 and Strategic Financial Group LLC since 2016. Outside of advisory work, he is a passive investor in a SaaS company focused on AI-driven automation for skilled trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and primarily manages assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Peter Nieporent is a CFP® and Series 65-registered financial advisor at Creative Planning with 10 years of industry experience. He has previously worked at NorthCoast Asset Management, Connectus Wealth, and Kovitz Investment Group Partners. Nieporent is based in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets using a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.

Magdalena Johndrow is a financial advisor with Commonwealth Financial Network in Fairfield, CT, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC. Outside of her advisory role, she is the owner of Johndrow Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Heather Cramer is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having worked previously at Ameriprise, Sovereign Financial Group, Wealth Strategies of America, and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, and compliance services.

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.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

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.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Pacific Specialty Insurance Company and Newton Allstate Agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

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.