Alexander Casella is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Hornor, Townsend & Kent in 2022, he worked at PennMutual / Concord Wealth Management and The Montagno Insurance Agency. Outside of advising, Casella serves as a board member of the Italian American Youth Foundation and is involved with the North Branford Rotary Club. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, including discretionary and non-discretionary account options, supported by third-party asset manager relationships.

Peter Purcell III is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Nicholas Ramstetter is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, PriceWaterhouseCoopers, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a model that emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles.

Andrew Pryde is a financial advisor with TIAA-CREF in Hamden, CT, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at TIAA and Fidelity, along with brief tenures at Northwestern Mutual and Benjamin Feldman. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolio management alongside model portfolio options.

Daniel Fagan is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at NewEdge Securities and NewEdge Advisors since 2022 and previously spent 17 years at TIAA and TIAA-CREF. Outside of advisory work, he serves as a Notary Public in North Haven, CT. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm manages portfolios using a mix of mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

Desmond Perry is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA from 2007 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm combines point-in-time planning with ongoing management through model and customized portfolios within a vertically integrated advisory model.

Lee Giordano is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Giordano has worked at various affiliated entities since 2008, currently serving in advisory roles at Bankers Life Advisory Services and Bankers Life Securities. Outside of his advisory work, he manages a team as a unit sales manager for Bankers Life & Casualty, overseeing hiring and training of agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to develop tailored asset allocations, managing portfolios across various securities with an emphasis on aligning strategies to clients’ goals and risk tolerances.

Roberta Nestor is a financial advisor with Commonwealth Financial Network in Milford, CT, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1994. Outside of her advisory role, she owns Nestor Financial Network, LLC, which facilitates insurance business, and serves as co-trustee for a family friend’s trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Keith Brown is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. since 2020, Assured Partners since 2015, and VOYA Financial Advisors, Inc. from 2014 to 2018. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Jaine'coann Barton is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including New England Capital Financial Advisors, Purshe Kaplan Sterling Investments, and Barnum Financial Group. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning services and ongoing discretionary management, with a focus on model portfolios and customized portfolio management under a fiduciary standard.

Camilla Ostbye is a financial advisor at Hightower Advisors with a Series 65 credential and no prior industry experience. Her work history includes recent roles at Hightower Advisors and she has a background as a full-time undergraduate student. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various portfolio construction techniques.

Richard Pignone is a financial advisor at Benjamin F. Edwards & Company, Inc. with 54 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an attorney-in-fact for his wife in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Christine Hartman is a financial advisor with Janney Montgomery Scott, holding the Series 66 designation and 14 years of industry experience. She has worked at Janney Montgomery Scott since 2012 and previously spent ten years with HCA, LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Albert Lim is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent three years with Ameriprise Financial Services. Lim is also a partner in a residential real estate investment and rental company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Conrad Dequadros is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2025, he worked at Brean Capital, LLC for six years and has been involved with RDQ Economics LLC since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including multi-asset, multi-manager strategies through discretionary and non-discretionary accounts. The firm combines large institutional scale with diverse market roles, including research, security pricing, and derivatives services.

James Clark is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His career includes roles at UBS AG and UBS BSUL from 2003 to 2023, and he has been with Private Advisor Group and LPL Financial since 2023. Outside of his advisory work, Clark serves as a fitness and soccer coach for the Fairfield Parks and Recreation Department. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a proprietary separately managed account program supported by a network of investment adviser representatives and various custodians and strategists.

Michael Fitzgerald is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 1995. Outside of his advisory role, he is a member of Sound Life Connections Inc., an educational organization assisting challenged students transitioning out of public school systems. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing discretionary management through customized and model-based portfolios.

Michael Lewis is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, LPL Financial, Cetera Investment Services, and KeyBank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through proprietary and third-party methodologies within plan lineups chosen by plan sponsors.

Andrew Banks IV is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2002. Outside of his advisory role, Banks serves as the treasurer and board member of F.O.C.U.S., a children's charity in New Haven, 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.