Andrew Mcallister is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2002. Mcallister is also a co-owner of Federal Hill Financial, 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 retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Colin Murray is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life. He also has experience in insurance sales, advising on life, health, long-term care, and Medicare insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing both in-house and third-party solutions alongside centralized due diligence and technology platforms.

Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

Leo Beauregard is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at American Portfolios and infinex Investments, Inc. OSAIC Institutions, Inc. serves individuals, 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 with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC based in New Britain, CT. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he serves as a voting board member of the Ballet Theater Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with both passive and active investment strategies.

Vincenzo Dastoli is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Investment Management Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 distinguishes it from many enterprise peers.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Lyle Gal is a Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Sharni Cutajar is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Commonwealth Financial Network and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets, offering a wide range of managed-account programs, third-party asset management, retirement consulting, and custody services.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Infinex Investments, Inc. since 2014. Outside of his advisory role, he is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved with Stoggy Hollow, a restaurant business. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives, offering discretionary and non-discretionary management, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role at LPL, he has worked in several positions including at Charlies Meat Market and Vector Marketing. His background also includes time at Nichols College and North Haven High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Philip Ludwig is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of an accounting services firm specializing in payroll. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

James Odonnell Jr. is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates a small eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Jane Griffith is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including ten years at Cetera Advisor Networks and over three decades running her own law practice. In addition to her advisory work, she maintains an active law practice and provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jose Chaparro Rosero is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved in a for-profit business called Mighty Powerful Meals and serves as a part-time water analyst with Aquafeel Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.