Matthew Trevethan is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at Aetna/CVS Health and The Hartford Golf Club. Janney Montgomery Scott 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 municipal clients, providing brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Fitzgerald is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 1995. Outside of his advisory role, he is a member of Sound Life Connections Inc., an educational organization assisting challenged students transitioning out of public school systems. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing discretionary management through customized and model-based portfolios.

Dane Castle is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation, Bank of America, and E*Trade Securities LLC. 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, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Matthew Teel is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of advisory work, he is the founder and principal of Risk & Insurance Associates LLC, a wholesale fixed insurance firm. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a portfolio approach grounded in fundamental analysis and Modern Portfolio Theory.

Daniel Finn is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and has over a decade of experience with New York Life Insurance and Finn Financial Solutions, LLC, where he owns a business brokering non-registered insurance products. He serves as a board member for the Middlesex Chamber of Commerce and the Town of East Hampton Board of Finance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a variety of program types, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and has worked as an insurance agent appointed with various companies since 2003. Outside of advising, he is involved in real estate through ownership in MRTD, LLC and Geezers, LLC, which focuses on renovating properties to buy and sell. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA 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 focus on both discretionary and non-discretionary accounts.

Kyle Voiland is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at ALDI Inc. from 2006 to 2018. Outside of his advisory role, he is involved as an insurance agent and partner in local financial and insurance-related business ventures. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently working with third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Bailey Jr. is a Series 66-licensed financial advisor with Equity Services, Inc. in Glastonbury, CT, where he has worked since 2001, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in the occasional purchase and sale of antiques and artwork as a hobby. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

David Mitchell is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has also been associated with Vp Distributors Inc and Virtus Investment Partners since 2009 and 2008, respectively. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been associated with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure and emphasizes client choice between discretionary and non-discretionary account management.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

James Poliner is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Bank of America and Merrill. Janney Montgomery Scott is a large 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 municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience, including roles at KeyBank, New England Retirement Strategies, LPL Financial, and HAI Group. Outside of finance, he worked in landscaping for several years and has experience in education roles at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Heather Blanchard is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Money Concepts since 2009. Outside of her advisory role, she is the owner of Clarity Wealth Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and platforms such as Envestnet.

James Newman is a CFP® with 16 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, having previously worked at Peak Point Capital Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.