Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, and compliance services.

Joseph Dedomenico is a CFP® with 40 years of industry experience and has been with Commonwealth Financial Network since 2004. He is also registered with the Series 63 designation. Outside of his advisory role, he is involved in health and disability insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

John Caserta is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and runs Boola Moola, a financial education resource for the Yale community. He is also active with the Yale Club of New Haven, having served as its immediate past president and currently assisting as assistant treasurer. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with a range of investment management and execution capabilities.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. 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 a range of brokerage, financial planning, and advisory services.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at Sentinel Asset Management, Pacific Specialty Insurance Company, LPL Financial, and Ast Investment Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Landsfield is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Mass Mutual Life Insurance Co and related entities for five years. Mary is also a co-founder of Skymira, LLC, a software and radio technology company, and serves as a board member on the University of New Haven-Pompea College of Business Advisory Board. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and other entities. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard.

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.

Asa Cort is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including People's United Bank, People's Securities, Fiduciary Investment Advisors, and Janney Montgomery Scott, where he has been since 2019. Cort is a co-founder of The Cort Family Foundation, Inc., which provides scholarships and supports food aid and nonprofit efforts in lower-income communities. 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, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Matson has been with Janney Montgomery Scott since 2026. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Medvey is a CFP® and ChFC® with 25 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 27 years with Benmark, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering comprehensive investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios, employing a range of investment vehicles including ETFs, index funds, and private funds.

Emily Joyce Grikis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience, including one year prior to joining her current firm. She has worked at Benjamin F. Edwards & Co. since 2017 and previously held a role outside of finance in the automotive sector. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Shari Rahmlow is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She worked at Merrill from 2012 to 2023 before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management via model portfolios or customized portfolios managed under client-approved investment policies.

Samuel Brimer is a CFP® with 24 years of industry experience, currently serving at SPC and previously at Parkland Securities. He has provided tax preparation and accounting services through Brimer & Butler CPA for over 40 years. Brimer is also a board member of the Arbuckla Master Conservancy District and operates a sole proprietorship, Sam Brimer Wealth Management. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with discretionary and nondiscretionary options.

Mark Mikucki is a financial advisor with SPC in Trumbull, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has been with SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves as co-trustee of family trusts, managing assets on behalf of relatives. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a team of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Wesley Preslar is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance and Ameritas Investment Corp. since 2006. He also owns and operates Wes Preslar Insurance Agency and serves as an independent insurance agent, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios with various fund types and individual securities, while leveraging third-party technology and sub-advisers.

Thornton Fay is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at GWFS Equities, Empower Advisory Group, and Wells Fargo Clearing. Thornton is based in Hamden, CT. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Glenn Ratcliffe is a CFP® professional with 42 years of industry experience, currently serving at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is involved in his community as a finance committee member at Trinity Episcopal Church in Southport, CT, and serves on the Board of Directors and Finance Committee of the Limestone Trout Club in Canaan, CT. 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 a range of advisory and brokerage services.