Conrad Tarte is a CFP®-designated financial advisor with over 45 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, Continental Nine Financial Management, and Grove Point Investments. Outside of his advisory work, he is the sole owner of Continental Nine Financial Management, providing fee-based investment advisory, tax preparation, and estate planning services. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs strategic asset allocation with a combination of active and passive management, utilizing both in-house and third-party models to tailor client investment strategies.

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.

John Grosso is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Commonwealth and Egidio Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Jessica Grillo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Egidio Assante Wealth Management, LLC since 2012 and has been affiliated with Commonwealth Financial Network since 2008. Grillo also spends a small portion of her time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with a range of investment program options and discretionary model portfolios managed by its Investment Management and Research team.

Thomas Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. for 38 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

David Richardson is a CFP® with two years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Sanctuary Securities, Inc., Barnum Financial Group, and positions in education at Bryant University and St. Paul Catholic High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under written agreements.

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 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.

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.

Michael Burke is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Sanctuary Advisors in 2025, he worked with Lido Advisors, LLC, Bank of America, and Merrill. He was also a professional freelance photographer from 2023 to 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers various portfolio management programs, retirement plan consulting, and access to third-party managed account platforms.

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.

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.

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 license and one year of industry experience. Prior to joining Kestra Investment Services, he worked in healthcare roles at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. He also provides financial planning and investment management assistance as an analyst with Bergenn Financial Group. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving clients such as sovereign wealth funds and offering pooled employer plan arrangements.

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.

Joseph Lorenzo is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Joseph has been with Infinex Investments, Inc. since 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

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.