Nicolas Santos is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies. Outside of finance, he has experience operating Brothers Associates Landscaping and Masonry LLC. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Liam Smith is a financial professional with Carson Wealth and holds Series 63 and Series 66 licenses. He has four years of industry experience and has held roles at Charles Schwab, TD Ameritrade/Schwab, and other financial services firms. His background includes operational support and technology assistance within advisory teams. Carson Wealth is an SEC-registered enterprise adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach with tailored solutions and extensive integration of custodial and technology platforms.

Jeffrey Fogle is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and GWFS Equities, Inc. In addition to his advisory work, he facilitates insurance services for individual clients through Schuster Driscoll, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions.

Alyson Zibell is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at infinex Investments, Inc. since 2011 and Thomaston Savings Bank since 2008. Outside of advisory work, she serves as a customer service representative at Thomaston Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on firm supervision and client choice over discretionary authority.

Edward Blumenthal is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Matthew Sweet is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Torrington Savings Bank, NBT Bank, Infinex Investments, Inc., and Raymond James Financial Services Advisors, Inc. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and offering 33 years of industry experience. He has managed Howard Financial Planners, Inc. since 1982 and has been involved with Main St Management since 2000. Outside of finance, he serves as an independent NRA pistol safety instructor and is engaged in martial arts instruction through his ownership of related associations and LLCs. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting and model portfolio management with a dynamic in-house Investment Management & Research team and a layered delivery model that includes third-party managers and fiduciary services for ERISA/retirement advice.

Shawn Mcgrane is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at several firms, including Lockton Companies LLC and OneAmerica Securities. In addition to advisory work, he provides general insurance brokerage services on a limited basis. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering comprehensive support through affiliated legal, accounting, and trust services.

Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has previously worked with Certified Financial Services. Outside of her financial advisory role, she performs as a cantor at Saint Patrick’s Church and is involved in a family music group, KC Sisters, as a performer and owner of a music publishing company. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning tools.

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.

Richard Lawson is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a 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, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed accounts.

Vincent Feijoo Jr. is a CFP® professional with 26 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, retirement and plan consulting, and access to various investment products through both internal and third-party managers.

Nicole Bailey is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at OneDigital Investment Advisors LLC, GYL Financial Synergies, LLC, and SS & C Technologies. Focus Partners serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing wealth management, financial planning, and retirement consulting. The firm employs a long-term investment approach combining active and passive strategies within an “enhanced open architecture” framework.

Peter Pabich is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Lincoln Financial Advisors, The Leaders Group Inc, and Private Capital Group, LLC. His work includes serving as a non-variable insurance agent specializing in life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Andrea Mati is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Northwestern Mutual. Outside of her advisory role, Mati co-owns Mati LLC, which operates a self-service car wash and owns a commercial body shop. 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 relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Melissa Hicks is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at VOYA Financial Advisors and has been affiliated with both Commonwealth Financial Network and Cahill & Associates Financial Services, LLC. Outside of her advisory role, she teaches financial literacy workshops for Connecticut Junior Republics. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Paul Vaida is a CFP® professional with 28 years of industry experience. He has worked at Janney Montgomery Scott since 2016, following tenures at Merrill and Advest, Inc. He holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Michael Blackwell is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Equitable Advisors, and Banc of America Investment Services. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.