Matthew Teel is a CFP® with 22 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and has longstanding affiliations with Barnum Financial Group and Risk & Insurance Associates LLC, which he founded. Outside of his advisory work, he holds leadership and board responsibilities at Barnum Financial Group and is active in the insurance business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to create diversified portfolios, supported by a network of independent advisors and sub-advisors.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and has been an insurance agent appointed with various companies since 2003. Outside of his advisory role, he is an owner of Geezers, LLC, a real estate business focused on property renovation and resale. 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, operating with a hybrid adviser/broker-dealer structure and emphasizing firm supervision rather than centralized account management.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

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.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. 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 including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor with Empower Advisory Group in Naugatuck, CT. He holds Series 63 and Series 66 credentials and has five years of experience in the industry. His prior experience includes roles at GWFS Equities Inc., Northwestern Mutual Investment Services, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and managed account solutions, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, Uvest Financial Services Group, Inc., and Webster Investment Services, Inc. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing independent promoters.

Eric Goldstein is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Oxford, CT, holding a Series 66 designation and with 22 years of industry experience. He has worked at several firms including True North Financial Solutions, PRUCO Securities, LLC, and Ameritas Investment Company. Outside of his advisory role, Goldstein serves as a board member of a Chamber of Commerce network group and is an insurance agent. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, New England Retirement Strategies, LLC, LPL Financial, and HAI Group. Outside the financial sector, he has experience working in landscaping and has held positions in education. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model, offering multiple wrap programs and integrating services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

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.

Tricia Gordon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes roles at Ion Bank, Infinex Investments, United Bank, and several other firms dating back to 2000. She also serves as First Vice President at Ion Bank. 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, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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.

Alan Green is a CFP® with 28 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the Southbury Middlebury Scholarship Foundation, where he helps determine scholarship recipients. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting with a range of investment strategies and acts as a fiduciary under written advisory agreements.

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.

Joseph Sullivan Jr. is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts 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 with customized portfolios using mutual funds, ETFs, equities, and fixed income.