David Maikowski is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 30 years with Infinex Investments, Inc. Outside of his advisory work, he is involved in farming, specifically buying, raising, and selling cattle. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 emphasizes firm supervision while delegating investment management to its representatives.

Jeffrey Dunphy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and 65 licenses and bringing 11 years of industry experience. His work history includes positions at TD Bank N.A. and Richard Chevrolet. Outside of finance, he owns JnJ Unlimited, a small business involved in sticker sales and inventory management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm emphasizes strategic and tactical asset allocation through its TD Managed Portfolios, utilizing both affiliated and third-party sub-managers.

Giuseppe Fiducia is a financial advisor with TIAA-CREF in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, often utilizing model portfolios or customized strategies, and acts as adviser to a donor-advised fund.

Morris Mete is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Guardian Life since 2013. His prior experience includes roles at MSI Financial Services, Inc. and PRUCO Securities, LLC. Outside of his advisory career, he officiates high school football games. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm offers customized financial planning and investment strategies using both proprietary and third-party platforms, with access to insurance products and alternative investments.

Rollin Schuster Jr. is an advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Schuster Driscoll, LLC. Schuster serves on the board of Franklin Pierce University and is president of The Alliance for Non Profit Growth and Opportunities, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and supports multiple management platforms and third-party solutions.

William Rabbitt is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Private Capital Group, LLC and Osaic FA, Inc. In addition to his advisory work, he operates an independent insurance agency separate from his investment services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model that combines proprietary and third-party managed account solutions across various strategies and investment platforms.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Eduardo Vela is a ChFC® with 20 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as Ameritas Investment Company and PRUCO Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, along with integrated insurance and alternative investment options.

Jonathan Yolles is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he serves as head coach for the Avon High School Boys Basketball team. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Richard Rustic is a CFP® professional with over 42 years of industry experience, currently serving at Commonwealth Financial Network since 2002. He is co-owner of Federal Hill Financial, LLC, an investment-related business based in Bristol, CT. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Marc Michalak is a CFP®-designated financial advisor with Guardian Life, where he has worked since 1997, accumulating 30 years of industry experience. His career has been focused within Guardian Life and its affiliated entities. Outside of his primary role, he is involved with Physicians Wealth Strategies LLC, a non-investment-related business affiliated with his Guardian and Park Avenue activities. Guardian Life's Park Avenue® Wealth Management offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.

Christopher Murtha is a financial advisor with Lincoln Investment in Hartford, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked with Lincoln Investment Planning since 2007 and previously held roles at Global Portfolio Strategies and TD Ameritrade. Murtha is also involved with Howard Financial and Associates PLLC, providing life insurance and fixed annuities. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management supported by an in-house investment research team and third-party managers, maintaining a strong focus on advisor-led relationships and fiduciary retirement advice.

Theodore Demers Jr. is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at Commonwealth Financial Network since 2013 and previously was with USI Securities, Inc. and LPL Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, and back-office services, supporting both individual and institutional clients.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

William Coe is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Haven Savings Bank since 1987, as well as at Infinex Investments, Inc. and Thomaston Savings Bank/CTAS since 1996. 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 a focus on client choice in discretionary authority and a distribution approach involving third-party promoters.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. Cohen’s background also includes roles at Harvard Extension University and involvement with Dog Days of West Hartford. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with various 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 within an enhanced open architecture framework.

Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside access to insurance products and alternative investments.

Matthew Karpas is a financial advisor at Sequoia Financial Group, L.L.C. with 19 years of industry experience. He holds a Series 65 designation and previously operated Karpas Strategies, LLC for 30 years before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Hunter Pasqualini is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at LPL Financial and Northwestern Mutual. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.