Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Peter Pabich is a CFP® with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2021. His prior experience includes roles at The Leaders Group Inc, Private Capital Group, LLC, and Lincoln Financial Advisors. He is also an insurance agent licensed to sell life, disability, and long-term care insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Andrea Mati is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Northwestern Mutual. Outside of her advisory role, Mati co-owns Mati LLC, which operates a self-service car wash and owns a commercial body shop. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Brian Halter is a Series 66 credentialed financial advisor with six years of industry experience, currently with Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he performs music under the name Brian Halter Music at various venues and private events. 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 diverse clientele including individuals, families, trusts, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Melissa Hicks is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at VOYA Financial Advisors and has been affiliated with both Commonwealth Financial Network and Cahill & Associates Financial Services, LLC. Outside of her advisory role, she teaches financial literacy workshops for Connecticut Junior Republics. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Lee Norman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Infinex Investments, Inc. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving independent third-party promoters and multiple affiliated entities.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.

Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

Kevin Paro is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he owns FLD KP, LLC, a private entity involved in operating a car club in Naples, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

David Maikowski is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Infinex Investments, Inc. since 1996. Outside of his advisory role, he is involved in farming, specifically buying, raising, and selling cattle. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines a hybrid adviser/broker-dealer model with a focus on customized advisory services, lending solutions, and access to alternative investments.

Martin Mangialardi is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. Prior to joining OSAIC Institutions in 2026, he spent 11 years with Cuna Brokerage Services, Inc. and CUNA Mutual Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

Conrad Tarte is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, LLC, Continental Nine Financial Management, and Grove Point Investments, LLC. Tarte is the sole owner of Continental Nine Financial Services and Continental Nine Financial Management, where he provides fee-based investment advisory, tax preparation, estate planning, and life insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

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® professional with 22 years of experience, currently serving as a financial advisor at Primerica Advisors since 2013. He also holds a position with Guardian Life Insurance Co of America. Outside of his advisory role, Mete officiates high school football games. Primerica Advisors is part of an enterprise serving a broad retail client base with a range of brokerage and advisory services, employing diverse investment strategies including proprietary model portfolios and third-party managers.

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.

Beau Tillinghast is a CFP® professional with nine years of experience in financial advising. He is currently with Commonwealth Financial Network and previously worked at Kreitler Financial LLC and Raymond James Financial Services. 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 approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.