Jenna Fiore is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Fiore has been with Janney since 2026. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at MassMutual and Gwfs Equities, reflecting a background in both insurance and financial services. Mancini is based in Windsor, Connecticut. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers a broad range of financial planning, portfolio management, and retirement consulting services, primarily through non-discretionary recommendation-based programs alongside some commission-based product sales.

Frederic De Baeck is a financial advisor with Money Concepts Capital Corp in Wethersfield, CT, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Money Concepts Capital Corp and its affiliate Money Concepts FPC since 2002. Additionally, he serves as an office manager at Massaro Wealth Management, where he has been involved in financial planning since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm supports approximately 431 advisors managing around $3.33 billion across about 14,700 clients, utilizing multiple managed programs and a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. 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 combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Alexander Laureano is a Series 66-credentialed financial advisor with Janney Montgomery Scott, based in Glastonbury, CT. He has one year of experience in the financial industry and previously worked in law enforcement and insurance. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Maura Keating is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Disheveled Diva, Keating Insurance Agency, Beachbody, and Marshalls. 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 personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

John Kulik is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Infinex Investments, Inc. since 2008. 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, utilizing a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

William Mcdonald is a Series 66-licensed financial advisor at NewEdge Advisors with 14 years of industry experience. He previously worked at TIAA-CREF and Tiaa for six years before joining GWM Advisors, LLC., where he has been since 2019. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing both in-house and third-party investment strategies supported by technology tools and ongoing manager due diligence.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial, LLC since 2012. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Eric Macway is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Macway is a volunteer coach for youth girls' soccer and basketball in South Windsor, CT. VOYA Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and consulting through multiple program structures. The firm operates primarily on a recommendation-based model with a mix of non-discretionary and advisory services, alongside broker-dealer activities and affiliated programs.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Steven Lowe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held roles at Kyberstone Wealth and Citadel Wealth Management, and has been affiliated with Commonwealth Financial Network and Connecticut Investors Group since 2010. He is also the owner and president of several private entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Daniel Plis is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments for eight years before joining Citizens Securities in 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering both investment advisory and brokerage services. The firm provides advisory programs such as a digital advisory platform and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brendan Kruh is a financial advisor at Private Advisor Group, LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes eight years at Symmetry Partners, LLC and roles at Working Capital Management LLC and Central Connecticut State University. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting across both wrap and non-wrap programs. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives who tailor strategies to client objectives.

Ashley Brown Bairos is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has held multiple roles in financial services since 2021 and serves as a head coach for a youth hockey team during the winter season. Additionally, she manages finance operations within a separate financial platform and works as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party managers, and comprehensive back-office support, including trading and reporting services.