Robert Grenus is a financial advisor at Integrated Wealth Concepts LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities include providing non-variable insurance products such as accident, health, long-term care, term life, and health savings accounts. Integrated Wealth Concepts serves individuals, 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 with a primarily long-term investment approach and utilizing a range of mutual funds, ETFs, equities, and fixed income.

Tyler Fortier is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. His career includes roles at Heritage Capital Advisors, Lincoln Financial Distributors, and Voya Financial Advisors. He is also involved in fixed insurance sales, dedicating a portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office support.

Matthew Somberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been a principal at Gottfried & Somberg Wealth Management, LLC since 2006. Somberg serves as a co-trustee for a private family foundation and is involved in offering speaking seminars through Teacher Retirement Planning Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors. The firm provides a comprehensive advisor-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products and services.

Melchior Crescenti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and has also been associated with Prudential Investment Management Services LLC and The Prudential Insurance Company of America since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Eduardo Vela is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles between 2014 and the present. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party programs and supports both discretionary and non-discretionary account management.

Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Michael Elser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Third Eye Associates, Ltd. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction and maintains a substantial clearing and custody relationship with National Financial Services LLC.

Matthew Muzyka is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of finance, he played junior hockey with the Drumheller Dragons in the Alberta Junior Hockey League. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors and affiliated broker-dealer services, utilizing a variety of managed account solutions and third-party platforms.

Benjamin Halter is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at RBC Capital Markets. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Marc Michalak is a CFP® professional with 30 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has a longstanding association with Guardian Life Insurance of America beginning in 1997. Outside of his advisory role, he is involved with Physicians Wealth Strategies LLC, a business related to his Guardian and Park Avenue activities. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and fee-based advisory relationships. The firm offers financial planning, retirement consulting, and business consulting services, utilizing a range of proprietary and third-party investment strategies across various account types.

Brian Maitland is a financial advisor with Citizens Securities, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Citizens Securities since 2016. Maitland serves as a National Council member of Avon Old Farms School without compensation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

William Coe is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes long-term roles at Infinex Investments, Inc., Thomaston Savings Bank/CTAS, and New Haven Savings Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a mix of fundamental and technical analysis, access to alternative investments via the CAIS platform, and lending and cash-management solutions such as CapitalHub and securities-backed lines of credit.

Joseph Lorenzo is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with infinex Investments, Inc. since 2015. Lorenzo is based in Meriden, CT. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm offers access to alternative investments, lending and cash-management solutions, and employs a mix of fundamental and technical analysis to support its clients.

Rishesh Singh is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Certified Financial Services. He was also involved with Sheesh Ventures LLC for nine years. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Scott Skidmore is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Thomaston Savings Bank, LPL Financial, and Wells Fargo Advisors. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options. The firm primarily delivers advice through investment adviser representatives who use a combination of fundamental and technical analysis and may recommend third-party managers or wrap programs.

Collin Sayler is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation. He has experience with several firms including Mercer Investments, Pathstone, Pimco, and Allianz Asset Management. Sayler is currently based in Glastonbury, 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 investment management, technology, and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Lori Duquette is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities and Citizens Securities. Duquette has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through both point-in-time financial plans and optional managed accounts.

Kevin Mancini is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm provides both advisory and brokerage solutions primarily through its network of investment adviser representatives.

Hal Guy is a CFP® and ChFC® with 37 years of industry experience, currently serving at Private Advisor Group, LLC since 2012. He also has a role with LPL Financial dating back to 2012. In addition to his advisory work, he teaches CFP review courses and provides tax preparation services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to multiple third-party asset managers and platforms.

Maria Conlon is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior firms include National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Outside of her advisory role, she is involved in youth and nonprofit basketball organizations as a coach and owner, and holds a partial ownership stake in a local pizzeria. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.