Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Christopher Woodhouse is a financial advisor at Osaic Institutions, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Michael Rabbitt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he operates an independent insurance business separate from his investment advisory services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

James Zien is a CFP® with 39 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2018. Prior to this, he spent 13 years at Ameriprise Financial Services, Inc. He is also the owner of Trailhead Financial LLC, a private entity through which he conducts securities, advisory, and insurance business. 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 offers a comprehensive adviser-support platform that includes discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. 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 continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, including positions at Connecticut College and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework with diversified investments and centralized due diligence.

Keith Steele is a financial advisor with Empower Advisory Group in Granby, CT, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at EXP Realty and MassMutual. Outside of advising, he has worked as a part-time real estate agent and shuttle bus driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and offers integrated services linked to Empower’s recordkeeping and administrative platforms.

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Ashleigh Case Briggs is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked with TD Bank N.A. since 2013 and was previously employed at Munson's Chocolates for twelve years. 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 investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

James Ebert is a financial advisor with Commonwealth Financial Network, holding a Series 65 license and eight years of industry experience. His prior roles include positions at Renbrook School, Financial Planning Suite, Inc., and Yale University. Outside of advisory work, he is co-owner of Pendleton Capital Partners, LLC, a firm focused on commercial and residential real estate in Greenville, SC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Sandra Cullen is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations and has 26 years of industry experience. She has been with TIAA-CREF since 2008 and currently serves in Norfolk, CT. Outside of her advisory work, she is an associate of Norfolk Library Associates, a nonprofit organization supporting the local public library. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Michael Ciccarelli is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Merrill and Wells Fargo Advisors. Outside of financial services, he has worked in the hospitality sector, including at Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and custodial services, supporting various investment strategies through both internally managed models and external platforms.

Kenneth Rathke is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Wealthvest, Security Distributors, and The Leaders Group, Inc. 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 ties to TIAA-administered retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under fiduciary standards.

Jared Bloxsom is a CFP® and holds the Series 66 designation, with 24 years of industry experience. He has been with Janney Montgomery Scott since 2016, following a decade at Merrill. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Lyle Gal is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with two years of industry experience. Prior to Integrity Alliance, he has held roles at American Senior Benefits and First Command Advisory Services, among others. He is also involved in the sales and service of fixed insurance products and Medicare supplements through American Senior Benefits. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services with a broad range of portfolio management and financial planning options.

Andrew Lawson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Janney Montgomery Scott since 2013, including two roles at the firm spanning over 13 years, and previously spent one year at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. 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 clientele, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Michael Lepore Jr. is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Lepore is based in West Hartford, CT. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Darien Lewie is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Woodbury Financial Services, and Infinex Investments. In addition to his advisory role, Lewie owns and operates Lewie Insurance, a property and casualty insurance agency, and works as a laborer for Tom Fredo Home Builders. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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 under a hybrid adviser/broker-dealer structure with discretionary and non-discretionary account options.

Robert Black is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds a Series 63 designation and has been with Janney since 2013. Outside of his advisory role, he is an investor in a real estate company that focuses on the restoration and flipping of privately owned homes. 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 clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.