Kevin Smith is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at firms including Infinex Investments, Savings Bank of Danbury, Key Investment Services LLC, KeyBank, and JPMorgan Chase. Outside of his advisory work, Smith serves as a referee for youth soccer matches with the Connecticut State Referee Program. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that delegates investment management to its representatives while providing firm supervision.

Oliver Pursche is a financial advisor at Wealthspire Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Advisors since 2020. His prior experience includes roles at Bronson Meadows Capital Management LLC and Bruderman Brothers LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers wealth management, investment advisory, financial planning, and family office support through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

John Kuehnle is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Milford Bank, and National Planning Corporation. In addition to advising, he is licensed as an insurance agent involved in fixed insurance sales. 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 with a hybrid adviser/broker-dealer model and significant non-discretionary assets under management.

Lynne Rosenfeld is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Janney since 2017, with prior experience at Merrill. 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 diverse clientele including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

David Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2017, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley DW Inc. He serves on the financial planning board for Congregation Shir Shalom, assisting with investment decisions for its endowment funds, and is a board director managing the budget for The Hills at Rivington Townhome Community. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs.

Stephen Gulish is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Gulish & Associates, Inc., a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at John Hancock and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Juan Muniz III is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously held positions at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and Walgreens. Muniz also manages a team of agents responsible for hiring and training within Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs with ongoing rebalancing and performance reviews.

Joshua Goldberg is a CFP® with eight years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously held roles at GYL Financial Synergies, LLC and AXA Advisors, LLC. Prior to his financial advisory career, he spent four years at Brandeis University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering both discretionary and non-discretionary investment management, financial and tax planning, and family office services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Leo Connors Jr. is a CFP® professional with 21 years of industry experience, currently serving at Janney Montgomery Scott since 2018. He previously worked at Bank of America and Merrill, gaining extensive experience across these firms. Connors is a board member of the Central Connecticut Coast YMCA, where he contributes to the organization's mission and serves on its investment committee. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio managers supported by centralized asset management and dedicated client service operations.

Philip Deutsch is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of finance, he works professionally as a magician and performer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Peter Kibbe is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked for Citigroup Global Markets for 12 years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Alexander Casella is a financial advisor with Hornor, Townsend & Kent, LLC holding the ChFC® designation and Series 63 and 66 licenses, with seven years of industry experience. He has previously worked with PennMutual / Concord Wealth Management, The Montagno Insurance Agency, and KeyBank. Outside of his advisory role, he is involved as a soccer referee and serves on the board of the Italian American Youth Foundation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a dual-registered SEC adviser and broker-dealer platform.

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.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Additionally, she operates as an independent insurance agent specializing in fixed insurance product sales. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures with an emphasis on non-discretionary, recommendation-based relationships.

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.

Max Needham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates, Inc. for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

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., holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with the Bankers Life affiliated companies since 2008, including roles at Bankers Life & Casualty, Inc. where he serves as a Unit Sales Manager responsible for hiring and training agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a broad range of securities with periodic rebalancing and performance reviews.

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.