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.

Gregory Pitruzzello is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008 and is involved in life insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered investment advisory services with broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of December 2025.

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset managers.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Russell Bell is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Commonwealth since 2011. He is also a principal at Heritage Capital Advisors and owns Russell Bell Financial Group, LLC, both entities involved in his securities and insurance business. 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 operational support while allowing affiliated advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Jay Tibball is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Commonwealth since 2011 and Heritage Capital Advisors, LLC since 2005. In addition to his advisory work, he is involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage portfolios using a broad range of securities and insurance products.

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.

Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios and a primarily long-term investment approach.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Park Avenue Securities and Certified Financial Services. Casner attended St. Lawrence University and The Loomis Chaffee School. He works with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage and advisory services.

Timothy Bourdon is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at Commonwealth since 2005 and is also the owner of TJB Financial Services, Inc. Outside of his advisory work, he is a part owner of Cliffside Cottage, LLC, a private entity managing a residential rental property in Jamaica. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various portfolio management options, including discretionary model portfolios and customized programs, while maintaining significant clearing and custody relationships.

Angelo Piccolo is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup, People's Securities, and Ion Bank. Since 2018, he has been associated with OSAIC Institutions and Ion Bank in advisory and banking roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Robert Eberhardt is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Columbia Partners, LLC Investment Management for 10 years and is co-owner of SR Financial Advisors, LLC. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Joyner is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. 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 customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

Nicole Chamberland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Omnica Wealth and the Marist Institute for Public Opinion. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering a range of advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Andrew Convery is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Omnica Wealth, CIBC, Pathstone, Charles Schwab, Merrill, and UCESC. 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 broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Kelli Menard is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2022, she worked at Merrill, People's Securities, Inc., People's United Bank, and Infinex Investments, Inc. Menard is also a financial advisor with ION Bank. 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 structure and a distinctive service and distribution model.