Joseph Mcbride is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Kristin Hall is a financial advisor with Principal Financial Services, holding a Series 66 credential and bringing 24 years of industry experience. She has been with Principal Financial Services since 2005 and Principal Life Insurance Company since 2004. Outside of her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 work includes roles at Fairfield County Bank and MassMutual, spanning over three decades. Outside of advisory work, he is involved in an insurance brokerage business focusing on individual and group life and health insurance. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Paul Beatty is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Commonwealth since 2002 and also maintains a role at Bailey & Beatty Financial Services, LLC, which he has been involved with since 1995. Outside of advising, he subleases branch office space to a design firm in Danbury, CT. 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 construction flexibility and model portfolios managed by its Investment Management and Research team.

Cassandra Fullilove is a Series 66–licensed financial advisor with 18 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021, following prior roles at United Capital and Raymond James & Associates. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and proprietary analytics, and offers clients access to a broad range of affiliated Goldman Sachs resources.

Edwin Griswold Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Integrated Wealth Concepts and affiliated firms since 2016 and previously spent 11 years at Osaic FA, Inc. His activities include managing non-variable insurance business lines in addition to his advisory role. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

William Greenlay is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank for two years before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients in various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, including in-house research and security-pricing activities.

William Walsh III is a financial advisor at Key Investment Services LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual and Cantor Fitzgerald. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model combining platform services from Envestnet and portfolio management from its Chief Investment Office and third-party managers.

Jennifer Patten is a CFP®-designated financial advisor with Commonwealth Financial Network, where she has worked since 2005. She has 24 years of industry experience. Patten is also a co-owner of Prosperity, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering 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 to its affiliated advisors.

John Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

David Bunin is a CFP® with 25 years of industry experience, currently serving as a Principal Advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is the sole member of DB3 Management, LLC, an operating account business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Anita Andrews is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 1999. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Devone Mc Leod is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Triad Advisors, Reby Advisors, and KeyBank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. 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 portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

David Raymond is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 1996. Raymond holds Series 63 and Series 65 licenses and serves on the board of the Lakewood-Trumball YMCA, where he participates in monthly meetings focused on operations and community engagement. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.