Marc Austin is a CFP® with 36 years of industry experience and currently serves as an advisor at Wealthspire Advisors. He previously worked at Private Capital Group, LLC for 18 years before joining Wealthspire in 2022. Outside of his advisory work, he manages assets through a family partnership, MEGAMUFFIN, LLC. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.

Pablo Mozo Garimaldi is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as a driver for Amazon Flex. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Park Avenue Securities and Certified Financial Services, as well as academic attendance at St. Lawrence University and The Loomis Chaffee School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm offers tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Peter Cohen is a Series 63 licensed advisor with over 51 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at related Ameritas entities since 2008. He is also the president and CEO of PC Planning & Benefits Inc., which provides insurance sales and business planning services, including work with captive insurance companies and retirement plans. Additionally, Cohen has sales advisory roles in medical practice management software and payment recovery services. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios and investment vehicles and operates multiple program platforms while leveraging third-party technology and sub-advisers.

Paula Fischer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Commonwealth since 2011 and also operates PF Solutions, Inc., along with roles at The Kochen Group and Dc Design Studio. Outside of financial advising, she owns a consulting and art and jewelry design business and serves as Director of Membership at Shuttle Meadow Country Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that offers operations, trading, technology, investment management, compliance, and practice-management support.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds the Series 63 and Series 65 designations. Her career includes positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory 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.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.

Elise Casey is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. She began her industry career in 2025 following her studies at Trinity College. Prior to entering financial services, she was involved with Student Avon for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Elizabeth Debassio is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the PFS™ designation and has previously worked at Connecticut Wealth Management, LLC and Marcum Wealth Management, LLC. She operates under the business name WP Financial within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies, leveraging proprietary and third-party investment platforms.

Christopher Cleland is a CFP® professional with 22 years of industry experience. He is currently with Integrity Alliance, LLC and has previously worked at American Senior Benefits, Lincoln Investment, and several other firms. He is also involved in fixed insurance sales and strategy design through American Senior Benefits. Integrity Alliance operates as a large advisory network serving individual investors, corporations, and qualified retirement plans, offering a range of investment management and financial planning services with a variety of allocation approaches and third-party manager options.

Ross Abbott is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2017, previously spending six years with Voya Financial Advisors. Abbott serves as treasurer for Westwood Bay, Inc., an association managing a group of lakeside cottages on Lake Winnipesaukee in New Hampshire. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers customized and model-based portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund sponsored by Charityvest.

Joshua Nunez is a financial advisor at Empower Advisory Group in West Hartford, CT, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Empower Financial Services in 2024, he worked in various roles including at ASPLUNDH Tree Experts and Ray's Tree Service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Scott Kieper is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with these firms since 2014. Outside of his advisory work, he serves as a director for The Life Farm Company, a nonprofit focused on providing activities for children and seniors. Park Avenue Securities LLC, a 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 employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions with access to proprietary and third-party programs.

Richard Quirion is a CFP® with 37 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Wells Fargo Clearing, Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He is also the owner of ARQ Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and was also associated with VOYA Financial Advisors, Inc. in 2012, and Agia since 2022. Outside of his advisory work, Olewnik is involved in coaching mountain biking and ski racing, leading clinics and coaching athletes across various locations in New England. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services to address client investment needs.