Gerald Goldberg is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves as managing member of several non-investment related LLCs, overseeing their day-to-day administrative activities. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy organization. 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 consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Michele Molitor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at FD Financial since 2021 and previously spent 11 years with Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, with an investment approach that includes discretionary model portfolios and multiple program options tailored to advisors’ client needs.

James Eagan is a financial advisor at Key Investment Services LLC in Hartford, CT, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked with Key Investment Services since 2016 and also spent time at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model that integrates platform services from Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Benjamin Kille is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to joining Wealthspire, he worked at Private Capital Group, LLC for 19 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Donald Meckel is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2006 in various roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on each client’s goals and risk tolerance, with client authorization required for trade execution.

Edward Steiger is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Linberg & Ripple and M Holdings Securities, Inc. He is also the owner of Wealth Planning Advisors, LLC, a private entity established to facilitate securities and advisory business. 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, technology, and operational support, with discretionary portfolio management offered through its Investment Management and Research team.

James Nocerino is a financial advisor with OSAIC Institutions, INC., holding 43 years of industry experience. He previously worked at Infinex Investments, Inc. and Harvest Capital Advisors, LLC. Outside of his advisory role, he is the owner and CEO of JJN Wealth Management, LLC, focusing on financial advising and insurance products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

Chad Langevin is a CFP® with 15 years of industry experience, currently affiliated with Commonwealth Financial Network in West Hartford, CT. He has worked at Sonder Wealth Advisors and Commonwealth Financial Network since 2019 and was previously with TIAA-CREF from 2015 to 2019. Langevin also served in the Connecticut Army National Guard from 2007 to 2019. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Amy Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Private Capital Group, LLC for eight years. Miller holds director roles with the Connecticut Women's Council, the Estate and Business Planning Council of Hartford, and Horizons at Ethel Walker School, contributing to strategic direction and fundraising efforts. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement.

Eric Bergenn is a financial advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company and Foresters Financial Services. He serves on the Board of Directors of the West Hartford Chamber of Commerce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Michael D. Apice is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015 and has operated his own financial practice, Money Mindfulness, since 2016. Apice also serves on the advisory board of a local bank, providing guidance on community engagement and accessibility. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

William Woods is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Infinex Financial Group, CFM Construction Corp., and Trinity College. 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, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Shane Reilly is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Daniel Cain is a CFP® professional with 14 years of industry experience. He is currently with Connecticut Financial Group, LLC and Commonwealth Financial Network, having previously worked at LPL Financial and Gulish & Associates. Cain is also co-owner of Gulish & Associates, Inc. and owner of Connecticut Financial Group, LLC and Connecticut FG, LLC, all entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, technological, and compliance support to affiliated advisors.

Thomas Lombardi is a financial advisor at Empower Advisory Group with a Series 66 designation. He has worked in the financial industry since 2022, including roles at Empower Financial Services, Carson Wealth, and Pension Consultants Inc. Outside of finance, he was involved with the U.S. Soccer Association for ten years. 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 retail brokerage account holders. The firm offers integrated services through proprietary and third-party planning tools and emphasizes long-term portfolio returns and client savings rates.

Erik Crespo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at PFS Investments Inc., Wolters Kluwer, Primerica Financial Services, and Aetna Health. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and co-owning FS Financial, LLC, which facilitates securities, advisory, and insurance business. He is also involved in fixed insurance sales. 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 support services, including portfolio management and retirement plan consulting, while enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Nicolas Santos is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies. Outside of finance, he has experience operating Brothers Associates Landscaping and Masonry LLC. Focus Partners serves individuals, families, family offices, and institutional clients with 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, third-party managers, and private funds.