Lorna Barham is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has held positions at firms including Pershing LLC, People's United Advisors, Inc., and Symmetry Partners, LLC. 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 existing TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Melanie Kregling is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Melanie has been with Janney Montgomery Scott since 2010. She is a member of the Professional Advisors Council for the Community Foundation for Greater New Haven, where she provides advice on nonprofit community agencies and development strategies. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage, financial planning, and advisory services.

Jessica La Chance is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at DiMatteo Group Financial Services and the University of Tampa. La Chance also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Gregory Nappo is a financial advisor with Janney Montgomery Scott in New Haven, CT, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2017, alongside earlier work with the New Britain Bees and Miami Marlins. He is also involved with Core Training Academy. 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 through a combination of in-house and third-party portfolio management across multiple advisory programs, and offers brokerage, financial planning, and consulting services.

Richard Esposito is a financial advisor at SPC with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Parkland Securities, Eagle Strategies, New York Life, Allstate Insurance, Park Avenue Securities, and Guardian Life Insurance. He serves as a Gift Officer at Assumption University and is an elected member of the Board of Finance in East Haven, CT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of independent advisors and emphasizes a variety of account structures and third-party platforms as part of its comprehensive approach.

Keith Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996 and has operated his own CPA practice since 1992. Anderson is also a part owner of Anderson, Brolin & Coba CPA's, LLC, a tax and accounting service business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their 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.

Steven Raab is a financial advisor with Valic Financial Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Valic in 2018, he worked at Mbsc Securities Corporation for 10 years. Outside of his advisory role, he is a member and half-owner of 317 Via Tuscany LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Kevin Small is a CFP® professional with 14 years of experience in the financial industry. He has worked at Hightower Advisors since 2024 and previously spent over a decade with Equitable Advisors and Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and proprietary research, serving clients through a network of Advisor Practices with access to various investment products and tailored portfolio management strategies.

Keith Schlingheyde is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Before joining Benjamin F. Edwards in 2021, he worked at Northern Lights Distributors, LLC and Astor Investment Management LLC from 2015 to 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Joseph Cortese is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Planning in 2016, he worked at Northcoast Asset Management and Quasar Distributors, LLC from 2014 to 2016. Outside of his advisory role, he is involved with Slacktide Real Estate LLC as a landlord. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by various active and passive techniques, while managing approximately $295.6 billion in assets across more than 1,100 advisors.

Catherine Gulish is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Commonwealth since 2021 and also operates Gulish and Associates, Inc. alongside her advisory role. Prior to her financial career, she worked at W.B. Mason and studied at Stonehill College. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of discretionary model portfolios and customizable investment solutions while supporting affiliated advisors with operations, technology, compliance, and practice management.

Christopher North is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Joseph McBride is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment options.

James Hunter is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Fairfield County Bank, MML Investors Services, Inc., and MassMutual. Hunter also has ownership and sales responsibilities in Hunter Financial Group, an insurance brokerage focusing on individual and group life and health insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporations. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with decentralized investment management and access to alternative investments and lending solutions.

Leslie Busch is a financial advisor with TIAA-CREF, holding a Series 66 designation and nine years of industry experience. She has worked with TIAA-CREF since 2018 and previously was employed at Waddell & Reed, Inc. from 2016 to 2018. Busch has been involved with community organizations, including the Boys & Girls Club of Milford. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using model and customized portfolios under a fiduciary standard.

Julia Ferraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to her current role, she worked at KeyBank and has experience in hospitality with Porter's Steakhouse and Salvatore's Steakhouse. Outside of financial advising, she is involved in her family’s business, Ferraro's Foodland, where she helps with cashier duties and catering orders during busy periods, and she is also an influencer on the Like To Know It platform. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and manages client investments with a focus on client-directed model selection and due diligence of third-party advisory products. The firm operates within the KeyCorp group and integrates services with affiliated banking and capital markets entities.

Jennifer Pianello is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Pianello has been with Janney Montgomery Scott and its related entities since 2014. 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, financial planning, consulting, and advisory programs.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of her advisory role, she serves on several boards, including the Greater Waterbury Chamber of Commerce, United Way of Greater Waterbury’s Women United Steering Committee, Northwest Community Bank’s Advisory Board, and the Smaller Manufacturers Association of Connecticut, where she is also the board treasurer. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs using a range of account types and employs various investment philosophies through a large network of independent advisors and affiliated entities.

Timothy O'Shea Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at GWM Advisors, LLC and TIAA-CREF. 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 that integrates asset management with financial planning and consulting.