John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Kulik is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been associated with Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services. The firm utilizes both fundamental and technical analysis through a network of investment adviser representatives and provides access to alternative investments, lending, and cash-management options.

William Mcdonald is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at GWM Advisors, LLC and TIAA-CREF. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial, LLC since 2012. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

Paul Worgaftik is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MW Group Benefits Inc., focusing on employee benefit programs. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages assets through diverse strategies including model portfolios, third-party managers, and digital advice platforms.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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 a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Kendra O'Reilly is a financial advisor with NewEdge Advisors holding a Series 66 designation and 26 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2021 and previously at Key Investment Services LLC from 2016 to 2021. 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 advisers. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and access to managed programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Steven Lowe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held roles at Kyberstone Wealth and Citadel Wealth Management, and has been affiliated with Commonwealth Financial Network and Connecticut Investors Group since 2010. He is also the owner and president of several private entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

James Munro is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, as well as AXA Advisors from 2016 to 2018. He is also the owner of Munro 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 advisors and managing roughly $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Khyle Duncan is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Northwestern Mutual in various capacities. His background also includes roles at Stellae International Inc and Consolidated Aviation Services Inc. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party models.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Daniel Plis is a financial advisor with Citizens Securities, Inc. in West Hartford, CT. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining Citizens Securities in 2022, he worked at PNC Investments from 2014 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including The Nesso Group, CWM, LLC, and Cetera Advisor Networks. Outside of advising, she is also involved in insurance sales, covering life, health, disability, annuities, and long-term care products. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Randy Herz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance, Ameritas Investment Corp., and his own firm, Herz Financial, LLC, which he has operated since 1998. Herz is also a licensed insurance agent specializing in fixed insurance products through Herz Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based management and advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement plan consulting and fiduciary advice.

Ashley Brown Bairos is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at several firms including Northwestern Mutual and MassMutual Life Insurance Company. Outside of her advisory role, she serves as a head hockey coach and is involved in finance management and insurance brokerage through non-investment-related ventures. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, providing various investment options tailored to client goals and risk tolerance.

David Gillard is a Series 66-credentialed financial advisor with 22 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director for The Life Farm Company, a nonprofit offering activities and events for children and the elderly. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and offers a combination of proprietary and third-party investment advisory programs.

Thomas Grant is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as President of Charitable Gift Planners of Connecticut, Inc., and is a trustee for both a client’s trust and his late father’s revocable trust. 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 brokerage and advisory services with a range of proprietary and third-party investment programs, supported by lending solutions and financial planning services.

Joseph Ferron III is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with J.W. Cole Advisors since 2017 and previously worked at First Allied Advisory Services and First Allied Securities. He also operates Ferron Financial, LLC, a separate business entity. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Charles Yannich Jr. is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has co-founded a marketing entity called Retirement and Money Strategies. Yannich also serves as a notary in Stonington, CT. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform and features a limited partnership ownership structure in which financial professionals hold a majority interest.