Wojciech Polowy is a financial advisor with Independent Financial Group, LLC based in New Britain, CT. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he serves as a voting board member of the Ballet Theater Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with both passive and active investment strategies.

Vincenzo Dastoli is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Investment Management Services. 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 that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 distinguishes it from many enterprise peers.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. 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 offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Lyle Gal is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with two years of industry experience. Prior to Integrity Alliance, he has held roles at American Senior Benefits and First Command Advisory Services, among others. He is also involved in the sales and service of fixed insurance products and Medicare supplements through American Senior Benefits. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services with a broad range of portfolio management and financial planning options.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial since 2026. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Fidelity. Outside of his advisory role, he provides occasional financial and business guidance for his wife's marketing and business development consulting firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial administration through its affiliated accounting and family office practices.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Infinex Investments, Inc. since 2014. Outside of his advisory role, he is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved with Stoggy Hollow, a restaurant business. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives, offering discretionary and non-discretionary management, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at Merrill from 2004 to 2017 before joining LPL Financial in 2017. Lori is also a commissioned notary public for the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Barry Michitsch is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

James Odonnell Jr. is a financial advisor with LPL Financial in Naugatuck, CT, holding a Series 63 designation and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1993. Outside of his advisory role, he conducts eBay sales as a home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cliff Anderson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gerald Creem is a CFA® charterholder and Series 63 licensed financial advisor with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. In addition to his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment decisions.

Thomas Martin is a financial advisor with Cetera in North Haven, CT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Independent Financial Group, and Penn Mutual Life Insurance Company. He is the sole owner of Martin Strategic Wealth LLC, which focuses on continuity and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Brian Tavano is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its advisory services.

Michael Lecours is a CFP® professional with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and was previously affiliated with Ohanesian / Lecours, Inc. He is the founder of FPPATHFINDER LLC and also owns Wealth Strategies Team, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Philip Bensley is a financial advisor with Ameriprise in Southbury, CT, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Bensley is also affiliated as an AFA with Nancy S Daoud & Associates. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.