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 at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments for eight years before joining Citizens Securities in 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering both investment advisory and brokerage services. The firm provides advisory programs such as a digital advisory platform and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brendan Kruh is a financial advisor at Private Advisor Group, LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes eight years at Symmetry Partners, LLC and roles at Working Capital Management LLC and Central Connecticut State University. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting across both wrap and non-wrap programs. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives who tailor strategies to client objectives.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.

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.

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.

David Lamore is a Series 65 licensed advisor with J. W. Cole Advisors, Inc., based in East Berlin, CT, and has two years of industry experience. His prior experience includes roles at Boundless Financial Solutions LLC and Tunxis. Outside of his advisory work, he serves as a consultant for Dual Legacy Charities, Inc. and provides insurance and estate planning consulting through Boundless Financial Solutions Platinum Services. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and digital platforms and combines brokerage and advisory activities under one affiliation.

Brett Esterson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Aetna Capital Management, Cigna Investments, Inc., and Aetna CVS. Outside of his advisory work, he is president of Temple Sinai of Newington and heads logistics for the West Hartford Travel Basketball youth sports league. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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.

Edward Fredericks is a financial advisor at J.W. Cole Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors since 2017, following nearly a decade at First Allied Advisory Services and over 30 years with First Financial Associates. Outside of his advisory role, he is also an insurance agent and operates a holding company, Edward L Fredericks Associates LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley, Bank of America, Merrill Lynch, Amerisave, Transamerica Capital Inc, and Tata Consultancy Services. 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 a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Matthew Haddock is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding a Series 65 credential and six years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Gaudreau Wealth New England, Mid Atlantic Capital Corporation, Commonwealth Financial Network, and Innovative Wealth Managers. Outside of advising, he owns Woods Hollow Leather Co., a personal merchandise business. Integrated Wealth Concepts LLC 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, and family office services, using customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gerald Goldberg is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. He is also the managing member of several non-investment related LLCs. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating fundamental and quantitative analysis, and offers a range of wealth management and advisory services across multiple asset classes.

Douglas Turner is a financial advisor at Integrated Wealth Concepts LLC with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith, Inc. Turner currently also affiliates with LPL Financial, LLC. Integrated Wealth Concepts LLC 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, using customized portfolios and a long-term investment approach alongside sponsored wrap-fee programs.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy organization. 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 a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Michele Molitor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at FD Financial since 2021 and previously spent 11 years with Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, with an investment approach that includes discretionary model portfolios and multiple program options tailored to advisors’ client needs.