Brittany Squires is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 credentials and has seven years of industry experience. Her career includes roles at Infinex Investments, Citizens Securities, Citizens Bank, and United Bank. Outside of advising, she serves as a Notary Public without compensation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of 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 discretionary and non-discretionary account options.

Amber Pinette is a Series 66-registered financial advisor with nine years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has worked with Infinex - Thomaston Financial Services since 2014. Amber volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves individuals, 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, operating with a hybrid adviser and broker-dealer model that supports both discretionary and non-discretionary account management.

Wallie Feliciano is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2013, while also maintaining roles with Jet Set, Inc. and Jet Set Investments since 1999. Outside of financial advising, he is involved in a multilevel marketing company and serves as a board member of the Wallingford Country Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines firm supervision with delegated investment management, offering both discretionary and non-discretionary advisory services along with access to alternative investments and lending solutions.

Tyler Sadak is a financial advisor with Primerica Advisors holding a Series 66 designation and has recently entered the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an independent contractor selling insurance products not affiliated with Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.

Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Richard Marciano is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. 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 a range of portfolio management and financial planning services through various platforms and third-party managers.

Troy Russillo is a CFP® with nine years of industry experience and is currently affiliated with Janney Montgomery Scott in Glastonbury, CT. He has worked at Janney Montgomery Scott since 2022 and previously spent six years with MFS Fund Distributors, Inc. 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 diverse client base that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Marilyn Mantziaris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2009. 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 diverse client base 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.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

Garrett Burns is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at NewEdge Advisors and also maintains roles at Nesso Accounting & Tax, LLC, and Nesso Wealth. In addition to his advisory work, he is a licensed insurance agent specializing in life, health, disability, annuities, and long-term care insurance. 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 investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology-driven tools.

John Tyrrell is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Commonwealth, he worked at Charles Schwab Co., Inc. He also spent three years involved with Restaurant Bricco. 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 approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Ludwin is a Series 66 licensed advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He 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. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Sabina Vegiard is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc. and Key Investment Services LLC. Additionally, she serves as a Notary Public providing services to bank customers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jennifer Campbell is a financial advisor with Osaic Institutions, Inc. She holds a Series 66 designation and has 20 years of industry experience. Campbell has been affiliated with Infinex Investments, Inc. since 2004. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad 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 notable non-discretionary asset base and lending marketplace.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

James Beyer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life. Outside of his advisory work, he serves as a deacon at Faith Baptist Church, assisting church members in need. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.

Spencer Le Claire is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Distributors, Inc. and Heritage Capital Advisors, LLC. Prior to his financial career, he held various roles at the University of Connecticut and Seager Marine. 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 with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.

Christopher Peters is a financial advisor with Janney Montgomery Scott in Glastonbury, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Peters is involved in charitable activities as the President of Go Hartford! Mayor Mike's Foundation for Kids, where he oversees fundraising and grant distribution. 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 diverse client base and offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house and third-party portfolio management.