Marc Michalak is a CFP® professional with 30 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has a longstanding association with Guardian Life Insurance of America beginning in 1997. Outside of his advisory role, he is involved with Physicians Wealth Strategies LLC, a business related to his Guardian and Park Avenue activities. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and fee-based advisory relationships. The firm offers financial planning, retirement consulting, and business consulting services, utilizing a range of proprietary and third-party investment strategies across various account types.

Brian Maitland is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 10 years at Citizens Securities. Maitland serves as a national council member for Avon Old Farms School with no compensation. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Theodore Demers Jr. is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at Commonwealth Financial Network since 2013 and previously was with USI Securities, Inc. and LPL Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, and back-office services, supporting both individual and institutional clients.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

William Coe is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Infinex Investments, Thomaston Savings Bank/CTAS, and New Haven Savings Bank, each spanning over three decades. OSAIC Institutions, Inc. serves individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer structure and a service model that combines firm supervision with delegated investment management by its adviser representatives.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. His background also includes roles at Harvard Extension University and Dog Days of West Hartford. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rishesh Singh is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Certified Financial Services. He was also involved with Sheesh Ventures LLC for nine years. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Charles Wareham is a financial advisor with Independent Financial Group, LLC in Hartford, CT, holding a Series 63 license and bringing 34 years of industry experience. He has been with Independent Financial Group since 2014. Outside of his advisory role, Wareham is the owner of Wareham & Associates and Vaylark Financial Services, both of which provide investment management, insurance services, and financial consulting. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets across a national network of investment professionals.

Steven Kaminski is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera entities, Avantax Advisory Services, and multiple Voya-affiliated firms. Voya Financial Advisors, Inc. serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diverse advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining roles as both an SEC-registered investment adviser and broker-dealer.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Hunter Pasqualini is a financial advisor with Private Advisor Group, LLC and holds Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at LPL Financial and Northwestern Mutual. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports a wide range of investment approaches and client preferences via its network of investment adviser representatives.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. 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 broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Walter Buettel III is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at Meritage Financial Strategies, LLC and Commonwealth Financial Network. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including wrap programs and third-party money manager access. The firm primarily provides non-discretionary advice and operates with dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of finance, he serves as a commissioner on the Inland Wetlands Commission in Newtown, CT. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Elizabeth Ingriselli is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments, Inc. since 2013. 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 offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.

Matthew Shannon is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors and Voya Financial since 2014. 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, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, primarily offering non-discretionary recommendations.

Peter Yacovone is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-owner of Heritage Capital Advisors, LLC, and owns Eastbury Financial Services, LLC, both entities supporting his advisory and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment platforms and model portfolios, supporting advisors with operations, compliance, technology, and investment management services.