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 Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been self-employed since 1992 and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2015. He serves on the advisory board of a local bank, providing input on community engagement and accessibility. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

William Woods is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Infinex Financial Group, CFM Construction Corp., and Trinity College. OSAIC Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed transaction control.

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 and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad platform of investment and wealth management services.

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.

Joshua Gottfried is a financial advisor with Commonwealth Financial Network in Hartford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Teachers Retirement Planning Services, LLC and Commonwealth Financial Network since 1999. Gottfried is also involved in tax preparation services through a private entity co-owned with a partner. 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 about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Nicolas Santos is a financial advisor with Focus Partners Wealth, LLC in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Colony Group, LLC and GYL Financial Synergies, as well as involvement with the University of Connecticut Foundation and entrepreneurial experience with Brothers Associates Landscaping and Masonry LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, retirement plan, and sub-advisory services. The firm employs a tax- and fee-sensitive investment approach with portfolios that may include public equities, fixed income, alternative investments, and overlay strategies, supported by an extensive network of affiliated service companies and product relationships.

Liam Smith is a financial professional with CWM, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade, among other firms. Smith supports advisors operationally and assists with technology during meetings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Jeffrey Fogle is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Massachusetts Mutual Life Insurance Company and Gwfs Equities, Inc. His other business activities include insurance services and participant retirement plan education through Schuster Driscoll, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets.

Alyson Zibell is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc. and Thomaston Savings Bank for over a decade. Outside of her advisory role, she is involved in customer service at Thomaston Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with a focus on delegated investment analysis and extensive third-party affiliations.

Edward Blumenthal is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He 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 a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Matthew Sweet is a financial advisor with Osaic Institutions, Inc. based in Torrington, CT. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior work includes roles at Torrington Savings Bank, NBT Bank, Infinex Investments, Union Savings Bank, and Raymond James Financial Services. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its advisers.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2016, with prior experience at United Bank from 2016 to 2019. Woodhouse is also involved in banking activities through Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been involved with Howard Financial Planners, Inc. since 1982 and Main St Management since 2000. Outside of his advisory work, he serves as an NRA pistol instructor and is active in martial arts through teaching and association leadership roles. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and manages a range of investment strategies overseen by an Investment Management & Research team, providing both discretionary and non-discretionary programs.

Shawn Mcgrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Lockton Companies LLC, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michaela Casey is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and four years of industry experience. She has worked at Certified Financial Services and currently serves as a cantor at Saint Patrick's Church, leading the congregation in singing. Michaela is also involved in music performance with her family group KC Sisters and owns a music publishing company that manages royalties from their published songs. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a mix of proprietary and third-party models.