Robert Grenus is a financial advisor at Integrated Wealth Concepts LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities include providing non-variable insurance products such as accident, health, long-term care, term life, and health savings accounts. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach and utilizing a range of mutual funds, ETFs, equities, and fixed income.

Justin Russell is a financial advisor at Osaic Institutions, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Key Investment Services LLC and TD Bank N.A. among other firms. 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 a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary accounts.

Tyler Fortier is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and 20 years of industry experience. His career includes roles at Heritage Capital Advisors, Lincoln Financial Distributors, and Voya Financial Advisors. He is also involved in fixed insurance sales, dedicating a portion of his business time to this activity. 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 $210 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and comprehensive back-office support.

Matthew Somberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been a principal at Gottfried & Somberg Wealth Management, LLC since 2006. Somberg serves as a co-trustee for a private family foundation and is involved in offering speaking seminars through Teacher Retirement Planning Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors. The firm provides a comprehensive advisor-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products and services.

Ashley Bracken is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at Community Health Resources and Gilead Community Services. Voya Financial Advisors, Inc. serves a broad range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Bruno Simonetti is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 credentials. He has 23 years of industry experience, including roles at Prudential Investment Management Services LLC and VOYA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated platform focused on long-term portfolio returns and client savings rates.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Dante Montaque is a financial advisor with TD Private Client Wealth LLC in Hartford, CT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and TD Bank, as well as employment with Walmart and UPS. He is also involved with Grambling State University Campus Living. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of affiliated and third-party sub-managers through portfolio solutions such as TD Managed Portfolios and TD Guided Portfolios.

Michael Elser is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has worked at several firms, including Northwestern Mutual and Omnica Wealth, where he is a co-owner. 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 around $212.7 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.

Benjamin Halter is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at RBC Capital Markets. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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 financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth Financial Network since 2013. 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 support services, including discretionary model portfolios and customized investment solutions, while acting primarily as a platform and back-office provider.

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.

Joseph Lorenzo is a Series 66 licensed advisor with 11 years of industry experience. He has been associated with Infinex Investments, Inc. since 2015. Lorenzo is currently affiliated with OSAIC Institutions, Inc., an enterprise firm based in Meriden, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

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.

Roosevelt Terry is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 13 years of industry experience and has previously worked at VOYA Financial Advisors, Inc. and Empower Financial Services, Inc. Outside of his advisory role, he is a silent partner in a film production company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions and provides ongoing monitoring and due diligence of third-party advisory products.

Collin Sayler is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation. He has experience with several firms including Mercer Investments, Pathstone, Pimco, and Allianz Asset Management. Sayler is currently based in Glastonbury, CT. 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, technology, and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Lori Duquette is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities and Citizens Securities. Duquette has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through both point-in-time financial plans and optional managed accounts.

Kevin Mancini is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base and various third-party manager relationships.

Hal Guy is a CFP® and ChFC® with 37 years of industry experience, currently serving at Private Advisor Group, LLC since 2012. He also has a role with LPL Financial dating back to 2012. In addition to his advisory work, he teaches CFP review courses and provides tax preparation services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to multiple third-party asset managers and platforms.