Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Michael Howard is a financial advisor at Lincoln Investment with a Series 63 designation and 50 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004 and previously worked at Howard Financial Planners, Inc. and Howard Financial Corporation. Outside of his advisory role, he is co-president of Howard Financial and Associates PLLC, which is involved in insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, charities, and retirement plans. The firm employs a range of investment strategies developed by its in-house Investment Management & Research team and supports primarily advisor-led client relationships using model portfolios and platform tools.

Alexis Karn is a financial advisor at Carson Wealth with a Series 65 license and four years of industry experience. Prior to joining Carson Wealth, Karn was with Karn, Couzens & Associates, Inc. for nine years. Outside of advisory work, Karn is involved in content creation on social media platforms. CWM, LLC, the parent firm, is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers a range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

James Couzens is a financial advisor at Carson Wealth with over 56 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cetera Wealth Services and Karn, Couzens & Associates. Additionally, he is an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory firm overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with OSAIC Institutions, Inc. and Rich Capital since 2013. 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 a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2007, and prior experience at Aita Financial Group. Outside of his advisory work, he serves as an independent contractor for Doctors Disability Specialists. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

Alexandra Lavallee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2018. She previously held roles at Raymond James Financial Services from 2016 to 2018. Outside of her advisory work, she is involved with Alameda Financial Group as a registered representative for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm utilizes strategic asset allocation and a combination of passive and active investment exposures across various risk profiles through both proprietary and third-party models.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Colette Ward is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Johndrow Wealth Management, Meritage Financial Strategies, MML Investors Services, and Mass Mutual Life Insurance Company. She is also involved in fixed insurance sales as a secondary business activity. 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 managing about $213 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custodial services.

Robert Karn is a CFP®-designated financial advisor with over 43 years of industry experience. He is currently affiliated with Carson Wealth and has held roles at multiple firms including Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Karn is also involved in holding companies and serves as a notary. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Laura Sundquist is a CFP® professional with 14 years of industry experience. She is currently with Private Advisor Group, LLC and has held prior roles at Sage Financial Design, Inc. and Connecticut Wealth Management, LLC. In addition to her advisory work, Ms. Sundquist is a Certified Public Accountant who provides tax advice and tax preparation services independently from her investment practice. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Borkowski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2013. Outside of his advisory role, he is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

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.

Jason Giordano is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Ion Bank and Infinex Investments since 2020 and previously at LPL Financial and Webster Investment Services. He serves as a board member of the Northwest Connecticut Community Foundation, which manages an endowment fund for charitable giving. 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, access to alternative investments, and a hybrid adviser/broker-dealer structure with discretionary and non-discretionary account management.

Karol Mcallister is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Since 2007, Mcallister has been associated with both Commonwealth Financial Network and Federal Hill Financial, LLC, where they are a co-owner. In addition to their advisory role, Mcallister serves as a board member of the Canton Public Library. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and platforms, including discretionary model portfolios managed by its Investment Management and Research team.

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.