Jake Belden is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has less than one year of industry experience. His prior experience includes roles at BelRose Industries, Smart Buy Auto, and Enterprise. Outside of finance, he is involved with JVB Property Holdings and has a background in various business ventures. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Liam Smith is a financial professional with CWM, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade, among other firms. Smith supports advisors operationally and assists with technology during meetings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Kevin Palmieri is a financial advisor with Integrated Wealth Concepts LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as an assistant coach for a high school tennis program in Southington, CT. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. Woodhouse is also involved in banking through Ion Bank. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm features a hybrid adviser/broker-dealer structure and operates through a network of investment adviser representatives who manage accounts with varying levels of client discretion.

Shawn Mcgrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Lockton Companies LLC, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michaela Casey is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and four years of industry experience. She has worked at Certified Financial Services and currently serves as a cantor at Saint Patrick's Church, leading the congregation in singing. Michaela is also involved in music performance with her family group KC Sisters and owns a music publishing company that manages royalties from their published songs. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a mix of proprietary and third-party models.

David Weigert is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Commonwealth Financial Network since 2012 and Conry Asset Management from 2012 to 2018. He is also co-owner of Omnica Wealth, 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 clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Mitchel Raudat is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and Lightspeed Commerce. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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.

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Carl Cieplinski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including nine years at Commonwealth and one year at Voya Financial Advisors. His outside business activity includes fixed insurance sales conducted under Cahill & Associates Financial Services, LLC. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Quast is a CFP® and ChFC® with 27 years of industry experience, currently serving at Valic Financial Advisors since 2011. Prior to that, he worked at Agia beginning in 2022. He is active in his community as a council member at Bethlehem Lutheran Church and participates in the East Hampton/Marlborough Rotary Club. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Richard Failoo Velasquez is a financial advisor with Key Investment Services LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at KeyBank, Wells Fargo, and The Hartford Insurance Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets connections.

John Caplan is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 15 years before joining NewEdge Advisors in 2022. 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 combining asset management with financial planning, utilizing a range of investment strategies and periodic portfolio reviews.

Vincent Feijoo Jr. is a CFP® professional with 25 years of industry experience, currently serving at Commonwealth Financial Network since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over a decade of experience at those firms. Feijoo is also a co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Isaac Cho is a financial advisor at OSAIC Institutions, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, the Federal Reserve Bank of Atlanta, and several other organizations. 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, operating with a hybrid adviser/broker-dealer structure and a distinctive model that emphasizes firm supervision with delegated investment management.

Robert Velardi is a financial advisor with Osaic Institutions, Inc. He holds Series 65 and Series 63 licenses and has 38 years of industry experience. Since 2013, he has worked with Infinex Investments, Inc., and he also serves as a Vice President and Financial Advisor at ION Bank. 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 provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Mario Alvino is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2010 and also works with Connecticut Investors Group, LLC. In addition to advisory services, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jeffrey Snyder is a CFP® with 24 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2017. His prior experience includes roles at First Allied Advisory Services and First Financial Associates. Outside of his advisory work, he is involved in producing a comedy show and underwriting a film project. J. W. Cole Advisors is an SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

Jeffrey Engler is a CFP® certificant with 30 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior experience includes eight years at Lincoln Financial Securities Corporation. Engler is the owner of Engler Financial LLC, a private entity involved in securities, advisory, and insurance business. 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 $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Craig Montanari is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 16 years. Montanari is also a co-owner of LJMCAM, LLC, an entity involved in managing commercial real estate in North Haven, CT. 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 operational support, including model portfolio management and customized investment solutions.