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.

Jessica Grillo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Egidio Assante Wealth Management, LLC since 2012 and has been affiliated with Commonwealth Financial Network since 2008. Grillo also spends a small portion of her time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with a range of investment program options and discretionary model portfolios managed by its Investment Management and Research team.

Alexandra Maksimow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She creates custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. Alex leverages the Merrill and Bank of America platforms to address client needs, regardless of complexity, and is known for her service, attention to detail, and commitment to exceeding client expectations. Alex and her team, FCMH Wealth Management & Associates, serve a diverse client base including high net worth individuals, business owners, real estate investors, corporate executives, and financial sponsors. With collective experience in private banking, investment management, capital markets, and commercial banking, they deliver cross balance sheet advice and holistic, bespoke wealth management solutions aligned with clients' personal and financial aspirations. Prior to joining Merrill in 2022 from Citi Private Bank, where she was a Senior Vice President and Private Banker, Alex was responsible for comprehensive wealth management advice and tailored strategies for globally affluent clients. She began her career at Citi's Commercial Bank sourcing and underwriting credit opportunities for middle market businesses. Alexandra holds a Bachelor's degree from Fairfield University and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She resides in Stamford, Connecticut with her husband and enjoys reading, traveling, and hiking with them.

William Rabbitt is a CFP® professional with over 33 years of experience in financial advisory. He currently serves at Private Advisor Group, LLC since 2019 and has worked with Private Capital Group, LLC since 2003. Outside of investment advisory, he operates an independent insurance agency under the name WP Financial. Private Advisor Group, LLC serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm implements multiple analytical approaches and provides services including held-away account management and 401(k) participant solutions.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Eduardo Vela is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles between 2014 and the present. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party programs and supports both discretionary and non-discretionary account management.

Richard Rustic is a CFP® professional with over 42 years of industry experience, currently serving at Commonwealth Financial Network since 2002. He is co-owner of Federal Hill Financial, LLC, an investment-related business based in Bristol, CT. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Dante Montaque is a financial advisor with TD Private Client Wealth LLC in Hartford, CT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and TD Bank, as well as employment with Walmart and UPS. He is also involved with Grambling State University Campus Living. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of affiliated and third-party sub-managers through portfolio solutions such as TD Managed Portfolios and TD Guided Portfolios.

Marc Michalak is a CFP® professional with 30 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has a longstanding association with Guardian Life Insurance of America beginning in 1997. Outside of his advisory role, he is involved with Physicians Wealth Strategies LLC, a business related to his Guardian and Park Avenue activities. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and fee-based advisory relationships. The firm offers financial planning, retirement consulting, and business consulting services, utilizing a range of proprietary and third-party investment strategies across various account types.

Brian Maitland is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 10 years at Citizens Securities. Maitland serves as a national council member for Avon Old Farms School with no compensation. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Theodore Demers Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting primarily as a platform and back-office provider.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

William Coe is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Infinex Investments, Thomaston Savings Bank/CTAS, and New Haven Savings Bank, each spanning over three decades. OSAIC Institutions, Inc. serves individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer structure and a service model that combines firm supervision with delegated investment management by its adviser representatives.

Joseph Lorenzo is a Series 66 licensed advisor with 11 years of industry experience. He has been associated with Infinex Investments, Inc. since 2015. Lorenzo is currently affiliated with OSAIC Institutions, Inc., an enterprise firm based in Meriden, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. His background also includes roles at Harvard Extension University and Dog Days of West Hartford. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rishesh Singh is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Certified Financial Services. He was also involved with Sheesh Ventures LLC for nine years. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.