Kevin Christopher is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 24 years of industry experience. His background includes roles at firms such as CWM, LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. In addition to his advisory work, he is involved in selling fixed insurance products and maintains a minimal legal practice focusing on basic wills and healthcare proxies. 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 representatives. The firm provides a variety of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Dane Castle is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation, Bank of America, and E*Trade Securities LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. 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.

Matthew Teel is a CFP® professional with 21 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 Barnum Financial Group. Outside of advisory work, he is the founder and principal of Risk & Insurance Associates LLC, a wholesale fixed insurance firm. 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 investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a portfolio approach grounded in fundamental analysis and Modern Portfolio Theory.

Laura Sundquist is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She previously worked at Connecticut Wealth Management, LLC and Sage Financial Design, Inc., where she spent over two decades. In addition to her advisory role, Ms. Sundquist is a Certified Public Accountant providing tax advice and tax preparation services separately from her investment practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm offers portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, charitable organizations, and corporate clients, utilizing a range of strategies and third-party asset management programs.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and has worked as an insurance agent appointed with various companies since 2003. Outside of advising, he is involved in real estate through ownership in MRTD, LLC and Geezers, LLC, which focuses on renovating properties to buy and sell. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Christien Dupuis is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been associated with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure and emphasizes client choice between discretionary and non-discretionary account 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.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and previously spent eight years at LPL Financial, LLC. 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 and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

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 at Osaic Institutions, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2020, where she serves as First Vice President. Her prior experience includes roles at Infinex Investments, United Bank, and Key Investment Services. 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 with a hybrid adviser/broker-dealer structure and a focus on delegated account management.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Margaret Czyz is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at TD Ameritrade from 2012 to 2021 and joined TD Private Client Wealth LLC and TD Bank N.A. in 2023. Outside of her advisory role, she serves as a catechist for grade school students at St. Patrick Church in Farmington, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, and financial planning support, using a blend of affiliated and third-party sub-managers within its investment strategies.

Jason Giordano is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at Ion Bank, Infinex Investments, LPL Financial, and Webster Investment Services. He serves as a board member of the Northwest Connecticut Community Foundation, a charitable endowment organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines firm supervision with advisor-managed accounts.

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.

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.