John Chipelo is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 20 years of industry experience. He has been with Infinex Investments since 2014. 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 provides customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Scott Kieper is a ChFC® credentialed advisor with 35 years of industry experience, currently affiliated with Primerica Advisors in Avon, CT. He has been associated with Guardian Life and Park Avenue Securities since 2014. Outside of his advisory roles, Kieper serves on the Presidents Advisory Council of the Wealth and Wisdom Institute, contributing ideas for books and councils, and is a director at The Life Farm Company, a nonprofit farm offering programs for children and seniors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides integrated account-level solutions such as lending and donor-advised funds.

Sandra Larson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, University of Hartford, Webster Bank, and People's United Bank prior to her current role. 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 TDIS clients, offering portfolio management, access to mutual funds and ETFs, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers across its managed portfolio offerings.

Richard Quirion is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of ARQ Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable program structures, supporting advisors in constructing client portfolios from diverse securities and insurance products.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Alexander Parkos is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and five years of industry experience. His prior roles include positions at Infinex Investments Inc., Aldrich Wealth Management, and Eastern CT State University. He also serves as a consultant for Rich Capital Financial Services outside of standard trading hours. 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 provides customized advisory services, financial planning, ERISA plan services, and offers access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Kade Huang Savino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. Savino has three years of experience at Egidio Lennon Wealth Management and prior roles including positions at Central Connecticut State University and Tunxis Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of roughly 2,900 advisors and hundreds of thousands of clients with approximately $212.7 billion in assets under management. The firm offers various managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Christopher Rafferty is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Fidelity Investments and GYL Financial Synergies. Outside of his advisory role, he serves as the Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Dante Egidio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. He has previously worked at Wayfair, Inc., Northeastern University, and the University of Connecticut. He is also associated with Egidio Lennon Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Tyler Bruns is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models along with a mix of investment vehicles, and serves both as a sub-advisor and through its turnkey asset management platform.

Sarah Mulcahy is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Putnam Retail Management for six years before joining Kestra in 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Robert Kusiak is a financial advisor at Osaic Institutions, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has been involved with OTI Marketing since 2011 and infinex Investments, Inc. since 2004. Outside of his advisory work, he operates an online reselling business through Selloti LLC. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services along with access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

Brian Elliott is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 29 years of industry experience. He has been affiliated with Capital Concepts, LLC and Commonwealth Financial Network since 2006. Outside of his advisory work, he holds a notary public commission and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Ralph Giansanti Jr. is a financial advisor with OSAIC Institutions, INC., holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Infinex Investments, Inc. for 13 years and Harvest Capital Advisors, LLC for 13 years. Outside of his advisory role, he serves as a board member of the Ray of Hope Foundation, which places computer rooms in inner-city schools. 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, and access to alternative investments while operating a hybrid adviser/broker-dealer model with a distinctive use of third-party promoters and extensive affiliated entities.

Matthew Rich is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at OSAIC Institutions since 2000 in various capacities and is also involved with Bomar Adventures, LLC and Rich Capital, both investment-related businesses. Matthew has experience managing real estate investments through Bomar Adventures, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and operates a unique hybrid adviser/broker-dealer structure.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Mercer H&B. He has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and managed account services.