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.

Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning services.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2016, with prior experience at United Bank from 2016 to 2019. Woodhouse is also involved in banking activities through Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been involved with Howard Financial Planners, Inc. since 1982 and Main St Management since 2000. Outside of his advisory work, he serves as an NRA pistol instructor and is active in martial arts through teaching and association leadership roles. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and manages a range of investment strategies overseen by an Investment Management & Research team, providing both discretionary and non-discretionary programs.

Shawn Mcgrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Lockton Companies LLC, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Creative Planning provides wealth management, financial planning, and retirement-plan advisory 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michaela Casey is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and four years of industry experience. She has worked at Certified Financial Services and currently serves as a cantor at Saint Patrick's Church, leading the congregation in singing. Michaela is also involved in music performance with her family group KC Sisters and owns a music publishing company that manages royalties from their published songs. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a mix of proprietary and third-party models.

David Weigert is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Commonwealth Financial Network since 2012 and Conry Asset Management from 2012 to 2018. He is also co-owner of Omnica Wealth, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Carl Cieplinski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including nine years at Commonwealth and one year at Voya Financial Advisors. His outside business activity includes fixed insurance sales conducted under Cahill & Associates Financial Services, 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

David Quast is a CFP® and ChFC® with 27 years of industry experience, currently serving at Valic Financial Advisors since 2011. Prior to that, he worked at Agia beginning in 2022. He is active in his community as a council member at Bethlehem Lutheran Church and participates in the East Hampton/Marlborough Rotary Club. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

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.

Isaac Cho is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Equitable Advisors, LLC and the Federal Reserve Bank of Atlanta, as well as roles outside the financial sector such as at Oala Shuttle Services and Choong Man Chicken. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

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.

Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Peter Pabich is a CFP® with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2021. His prior experience includes roles at The Leaders Group Inc, Private Capital Group, LLC, and Lincoln Financial Advisors. He is also an insurance agent licensed to sell life, disability, and long-term care insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.