Anita Andrews is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 1999. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Raymond is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 1996. Raymond holds Series 63 and Series 65 licenses and serves on the board of the Lakewood-Trumball YMCA, where he participates in monthly meetings focused on operations and community engagement. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm supports both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.

Michael Messina is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has previously worked at LPL Financial and is a co-owner of Gulish & Associates, Inc., where he has been involved in securities, advisory, and insurance business. 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 their individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and a variety of investment options.

Shrill Patel is a financial advisor at Corient with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Corient, Patel worked at Stelvio Private Wealth and JP Morgan Chase. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that blends internal strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Stephen Johnson is a financial advisor at Carson Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gold Family Wealth, M&T Bank/Wilmington Trust, and Gerstein Fisher. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, with investment oversight driven by a committee that utilizes both fundamental and technical analysis to construct model portfolios.

Alison Smith is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Principal Life Insurance Company and Principal Securities Inc. since 2001. Outside of her advisory work, she is involved in community and nonprofit activities, including serving as a troop leader for the Girl Scouts of Connecticut, a board member of the Westport Country Playhouse, and a chapter leader for Ms President US, a civic leadership organization for young women. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Jackson is a financial advisor at Carson Wealth with a Series 65 credential and two years of industry experience. His work history includes multiple roles at Gold Family Wealth and CWM, LLC. Outside of advising, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing a committee-driven investment approach and partnerships with firms such as Fidelity and Schwab.

James Bolan is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase Bank, JP Morgan Securities, LLC, and Charles Schwab in various capacities from 2016 to 2023. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to manage ETF-based portfolios.

John Ashelford is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His career includes roles at TD Bank, LPL Financial, Chase Investment Services, and MSI Financial Services. Outside of his advisory work, he serves as Chairman of the Board for the Connecticut Hurricanes Drum and Bugle Corps, a nonprofit organization. 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. The firm integrates strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering comprehensive portfolio management and financial planning support.

Christopher Lineberger is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Newtown Savings Bank, The Prudential Insurance Company of America, and Bankers Life. He is also involved in sales and marketing for Medicare planning through Cortes Benefit Consulting. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and maintains a hybrid adviser/broker-dealer structure that supports discretionary and non-discretionary investment management with access to alternative investments and lending solutions.

Claens Bon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His work history includes multiple roles within Key Investment Services and KeyBank, as well as Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory career, he is a member of B & M Enterprise, LLC, involved in real estate property management. 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 utilizes a multi-provider model combining discretionary implementation and manager-led strategist portfolios, with integration across KeyCorp affiliates offering additional financial services.

Jennifer Brucato is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. She previously worked for Asset Management Group, Inc. for seven years and has a background including five years at AC Electrical Services, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and incorporates proprietary research and a range of portfolio construction techniques.

Michael Chaffee is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is the owner and managing member of MJC Wealth Management, LLC. His prior experience includes over two decades at Ameriprise Financial Services, Inc., and MJ Chaffee & Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Scinto Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Transamerica since 2012 and also operates an accounting and tax preparation business. Additionally, he serves as president of Worldwide Entities Inc., a real estate consulting firm. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bridgewater Associates and Columbus Travel Media. Hill is based in Norwalk, CT. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm provides tailored financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging strategic allocation models and proprietary analytics.

Kanchanee Laepet is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she worked at Blueprint Financial Group and Jeremiah Donovan's. Outside of her advisory work, she has been a part-time server at Donovan's Restaurant since 2016. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios with a range of options including ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Kenneth Steeves Jr. is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Bennet Thonakkaraparayil is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Mercer Global Advisors Inc. since 2019, following eight years at Regent Wealth Management Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach to create globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.