Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. 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 back-office support, including portfolio management, trading, technology, and compliance services.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over two decades with Retirement Design & Management and RDM Investment Services, Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach emphasizing manager selection and offers access to various investment vehicles, supported by proprietary research and operational tools.

Karen Lexow is a CFP® with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

John Caserta is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and runs Boola Moola, a financial education resource for the Yale community. He is also active with the Yale Club of New Haven, having served as its immediate past president and currently assisting as assistant treasurer. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with a range of investment management and execution capabilities.

Brittany Squires is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 credentials and has seven years of industry experience. Her career includes roles at Infinex Investments, Citizens Securities, Citizens Bank, and United Bank. Outside of advising, she serves as a Notary Public without compensation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account options.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Melissa Ciotoli is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Massachusetts Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Pacific Specialty Insurance Company and Newton Allstate Agency. 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 certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Landsfield is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2023, she worked at Mass Mutual Life Insurance Company and its affiliates from 2018 to 2023, and co-founded Skymira, LLC, a software and radio technology company. She also serves on the advisory board of the University of New Haven’s Pompea College of Business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services within a vertically integrated group.

Jeffrey Mastrianna is a CFP® with 36 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Charles Schwab Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies across various asset types.

Gregg Padilla is a CFP® with 24 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022, following a 27-year tenure at Benemark, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and consulting services.

Asa Cort is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fiduciary Investment Advisors and People's Securities, Inc. Outside of his advisory role, he is a co-founder of The Cort Family Foundation, which provides scholarships and supports nonprofit initiatives in lower-income communities. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of financial planning, brokerage, and advisory services.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Robert Medvey is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Mercer Global Advisors in 2022, he worked at Benmark, Inc. for 27 years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies with a focus on risk management and tax efficiency.

Joseph Mc Bride is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Prior to his financial services career, he spent thirteen years in full-time education. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm offers a range of wealth management services with a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis, third-party managers, and alternative strategies.

Emily Joyce Grikis is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years at the firm and three years of industry experience. She holds the Series 66 credential and previously worked in the automotive sales industry. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.