James Tyrrell II is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Commonwealth since 2011 and also maintains a long-term affiliation with Heritage Capital Advisors, LLC. Tyrrell is the owner of JET Financial Services, LLC, an investment advisory business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and customized investment solutions.

Shane Reilly is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Daniel Cain is a CFP® professional with 14 years of industry experience. He is currently with Connecticut Financial Group, LLC and Commonwealth Financial Network, having previously worked at LPL Financial and Gulish & Associates. Cain is also co-owner of Gulish & Associates, Inc. and owner of Connecticut Financial Group, LLC and Connecticut FG, LLC, all entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, technological, and compliance support to affiliated advisors.

Erik Crespo is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience and previously worked at PFS Investments Inc. and Wolters Kluwer. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Christian Thomas is a CFA® charterholder with 16 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2021. His prior experience includes roles at Lockton Investment Advisors and USI Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by affiliated legal, trust, and retirement plan service businesses.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He is also co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. His prior experience includes a five-year tenure at Wells Fargo Clearing. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Nicholas Hogrefe is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Commonwealth and LGS Financial since 2011. 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 and back-office support, including investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Michael Hannon is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Gottfried & Somberg Wealth Management, TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services 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 their individual and institutional clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Borner is a Series 65 licensed financial advisor with Integrity Alliance, LLC, where he has worked since 2026. He previously worked at Olde Liberty Insurance, LLC from 2013 to 2022 and provided transition consulting for Olde Liberty Insurance from 2023 to 2025. Additionally, he is involved with CTBorn Ins LLC, a business he has been part of since 2023. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals to individuals, corporations, and retirement plans, using a variety of advisory approaches and platforms.

Joshua Gottfried is a financial advisor with Commonwealth Financial Network in Hartford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Teachers Retirement Planning Services, LLC and Commonwealth Financial Network since 1999. Gottfried is also involved in tax preparation services through a private entity co-owned with a partner. 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 about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Jake Belden is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has less than one year of industry experience. His prior experience includes roles at BelRose Industries, Smart Buy Auto, and Enterprise. Outside of finance, he is involved with JVB Property Holdings and has a background in various business ventures. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Nicolas Santos is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies. Outside of finance, he has experience operating Brothers Associates Landscaping and Masonry LLC. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Liam Smith is a financial professional with Carson Wealth and holds Series 63 and Series 66 licenses. He has four years of industry experience and has held roles at Charles Schwab, TD Ameritrade/Schwab, and other financial services firms. His background includes operational support and technology assistance within advisory teams. Carson Wealth is an SEC-registered enterprise adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach with tailored solutions and extensive integration of custodial and technology platforms.

Jeffrey Fogle is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and GWFS Equities, Inc. In addition to his advisory work, he facilitates insurance services for individual clients through Schuster Driscoll, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions.

Kevin Palmieri is a financial advisor with Integrated Wealth Concepts LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as an assistant coach for a high school tennis program in Southington, CT. Integrated Wealth Concepts serves individuals, 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, employing customized portfolios with a long-term approach and oversight of third-party managers.

Edward Blumenthal is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Ion Bank, Infinex Investments, United Bank, and LPL Financial. He is also involved in banking through Ion Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure with a focus on firm supervision and independent third-party promoters.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and offering 33 years of industry experience. He has managed Howard Financial Planners, Inc. since 1982 and has been involved with Main St Management since 2000. Outside of finance, he serves as an independent NRA pistol safety instructor and is engaged in martial arts instruction through his ownership of related associations and LLCs. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting and model portfolio management with a dynamic in-house Investment Management & Research team and a layered delivery model that includes third-party managers and fiduciary services for ERISA/retirement advice.

Shawn McGrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several firms including Lockton Companies LLC and Massachusetts Mutual Life Insurance Company. Alongside his advisory work, he provides general insurance brokerage services on a limited basis. Creative Planning offers wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market investments alongside institutional and retirement plan advisory services.

Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has previously worked with Certified Financial Services. Outside of her financial advisory role, she performs as a cantor at Saint Patrick’s Church and is involved in a family music group, KC Sisters, as a performer and owner of a music publishing company. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning tools.