Matthew Rich is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at OSAIC Institutions since 2000 in various capacities and is also involved with Bomar Adventures, LLC and Rich Capital, both investment-related businesses. Matthew has experience managing real estate investments through Bomar Adventures, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and operates a unique hybrid adviser/broker-dealer structure.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Mercer H&B. He has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and managed account services.

Michael Gould is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth Financial Network and Capital Concepts, LLC since 2006. Outside of advisory work, he is involved in fixed annuity sales through BancNorth Investment Group Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Matthew Glatt is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2024. Glatt also serves as CEO of Nesso Accounting and Tax, LLC, a firm specializing in individual and business tax planning and preparation. 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 range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.

Brittany Feller is a financial advisor with Commonwealth Financial Network based in Madison, CT. She holds a Series 66 designation and has six years of industry experience. She has worked at Egidio Lennon Wealth Management, LLC since 2013 and has been affiliated with Commonwealth Financial Network since 2003. Feller is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting 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, trading, compliance, and practice management, enabling advisors to offer customized portfolio solutions and access to managed model portfolios.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at LPL Financial LLC, Waddell & Reed, Inc., and various insurance carriers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategists.

Brittany Squires is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Infinex Investments, Inc. and Citizens Securities, Inc. Outside of advisory work, she serves as a notary public on a voluntary basis. OSAIC Institutions, INC. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, with a focus on decentralized investment management and a sizable non-discretionary asset base.

Amber Pinette is a Series 66-licensed financial advisor with nine years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has been with Infinex - Thomaston Financial Services since 2014. Outside of her advisory role, she volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves individuals, ERISA 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 that combines firm supervision with decentralized account management.

Wallie Feliciano is a financial advisor at OSAIC Institutions, INC. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc. since 2013. Outside of advisory work, he is involved in direct selling through a multilevel marketing company and serves on the board of the Wallingford Country Club. He also participates in the City Manager Search Committee for Meriden, CT, and is president of Caribbean Property Development Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and combines a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Tyler Sadak is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked with Certified Financial Services and Park Avenue Securities. Outside of advising, he works as an independent contractor selling insurance products not affiliated with Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.

Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Richard Marciano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using in-house portfolio management and third-party strategists, supported by proprietary technology platforms and a range of investment strategies.

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 services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, among others. Outside of finance, he is involved with Curtain Transportation, a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides comprehensive brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

Garrett Burns is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024. Prior to that, he held roles at firms including CWM, LLC, FLP Financial Group, LLC, and Asset Strategies, Inc. In addition to his advisory work, he is involved in accounting and tax preparation through Nesso Accounting & Tax, LLC and holds a life, health, and disability insurance license. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, corporations, pension plans, and charitable organizations through a network of independent advisers. The firm provides a variety of investment and consulting services, utilizing multiple program structures and technology tools to support personalized portfolio management and ongoing manager due diligence.

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 financial advisor at OSAIC Institutions, INC. with 32 years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, Harvest Capital Advisors, LPL Financial, Uvest Financial Services Group, and Webster Investment Services. 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 through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Sabina Vegiard is a financial advisor at Osaic Institutions, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including Infinex Investments, Inc., Key Investment Services LLC, LPL Financial, and Citizens Securities, Inc. In addition to her advisory role, she serves as a Notary Public providing services to bank customers. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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, wrap programs, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Jennifer Campbell is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. She has been affiliated with Infinex Investments, Inc. since 2004. Outside of her advisory role, she is involved with Accel Compliance, LLC, focusing on insurance regulations and data entry. 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 mix of discretionary and non-discretionary asset management.