Paul Scileppi is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a total of 12 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.

Vincenzo Dastoli is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Global Portfolio Strategies, Inc., Prudential Investment Management Services, and The Prudential Insurance Company of America. He has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

James Collins Jr. is a CFP® with 21 years of experience in financial services. He is currently affiliated with OSAIC Institutions, Inc. and holds a vice president position at ION Bank. His prior roles include positions at LPL Financial and Webster Investment Services Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure and a distinctive model that combines firm supervision with delegated account management.

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 Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. 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 a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

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.

Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Infinex Investments, Inc. since 2014. Outside of his advisory role, Ellsworth is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved in a restaurant business through Stoggy Hollow LLC. 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 model that supports both discretionary and non-discretionary accounts.

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.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charlies Meat Market and Vector Marketing, as well as time at Nichols College. Stevens operates under the DBA Stevens & Boutilier Financial Advisors, LLC for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Philip Ludwig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of Accounting Matters, LLC, a payroll services company based in Farmington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Jane Griffith is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2023. She previously worked for Cetera Advisor Networks LLC for 10 years and has maintained her own law practice since 1991, which includes tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management supported by in-house and third-party research.

Jose Chaparro Rosero is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior career includes roles at Webster Bank, Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved with Mighty Powerful Meals, a for-profit business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Martin is a financial advisor with Cetera in North Haven, CT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Independent Financial Group, and Penn Mutual Life Insurance Company. He is the sole owner of Martin Strategic Wealth LLC, which focuses on continuity and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

John Tierney is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charter Oak Financial and the University of Massachusetts. Outside of his advisory duties, Tierney serves as a notary public for the Commonwealth of Massachusetts, works as a personal coach focusing on mental health and entrepreneurship, and coaches other financial advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Ronald Gambardella is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of advising, he serves as a notary public and owns a tax preparation business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client preferences.

Michael Lecours is a CFP® with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. He is also the founder and owner of FPPATHFINDER LLC and operates Wealth Strategies Team, LLC. Lecours has experience as an independent insurance agent and is involved in multiple business activities beyond his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with tailored investment approaches.