Shawn Trimboli is a financial advisor with Empower Advisory Group in Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He previously worked at Gwfs Equities, Inc. and Prudential, including Prudential Investment Management Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and select IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

Richard Failoo Velasquez is a financial advisor with Key Investment Services LLC in Glastonbury, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at KeyBank, Wells Fargo Bank, Wells Fargo Clearing, The Hartford Insurance Group, and Verizon. Key Investment Services LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment model selection combined with non-binding advisor recommendations and ongoing portfolio monitoring.

Richard Lawson is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a 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 brokerage, financial planning, and advisory services through multiple wrap programs and managed accounts.

Mario Alvino is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2010 and also works with Connecticut Investors Group, LLC. In addition to advisory services, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jeffrey Snyder is a CFP® with 24 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2017. His prior experience includes roles at First Allied Advisory Services and First Financial Associates. Outside of his advisory work, he is involved in producing a comedy show and underwriting a film project. J. W. Cole Advisors is an SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

Jeffrey Engler is a CFP® certificant with 30 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior experience includes eight years at Lincoln Financial Securities Corporation. Engler is the owner of Engler Financial LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Thomas King is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Voya and its affiliated entities since 2018, following six years at Perfect Piece Furniture. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, notably favoring non-discretionary, recommendation-based relationships.

Nicole Bailey is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering a blend of active and passive investment strategies within an enhanced open architecture framework.

Peter Pabich is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Lincoln Financial Advisors, The Leaders Group Inc, and Private Capital Group, LLC. His work includes serving as a non-variable insurance agent specializing in life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Andrea Mati is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Northwestern Mutual. Outside of her advisory role, Mati co-owns Mati LLC, which operates a self-service car wash and owns a commercial body shop. 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 existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Brian Halter is a Series 66 credentialed financial advisor with six years of industry experience, currently with Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he performs music under the name Brian Halter Music at various venues and private events. 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 clientele including individuals, families, trusts, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Laurie Muscarella is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 31 years of industry experience. She has been with Money Concepts Capital Corp since 1998 and is also involved in tax preparation and accounting through a sole proprietorship associated with Anthony T. Muscarella, CPA. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for about 14,700 clients.

Paul Vaida is a CFP® professional with 28 years of industry experience. He has worked at Janney Montgomery Scott since 2016, following tenures at Merrill and Advest, Inc. He holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Magdalena Szarejko is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Gottfried & Somberg Wealth Management, ClearGuidance Financial, and Farmington River Financial Group. In addition to her advisory work, she spends a portion of her business hours engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Michael Blackwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services, including lending solutions and donor-advised funds.

Joseph Wilkeson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and earlier employment outside finance at Flemings steakhouse and The Capitale Grille. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and various advisory programs, primarily offering non-discretionary recommendations through multiple managed account and third-party money manager structures.

Kevin Paro is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he owns FLD KP, LLC, a private entity involved in operating a car club in Naples, FL. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

David Maikowski is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 30 years with Infinex Investments, Inc. Outside of his advisory work, he is involved in farming, specifically buying, raising, and selling cattle. 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 that emphasizes firm supervision while delegating investment management to its representatives.

David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. 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, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

Brent Gottier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.