Eric Hunting is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, Pruco Securities, Global Portfolio Strategies, and the Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Paul Boilard is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and over 31 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

William Woods is a financial advisor at OSAIC Institutions, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Infinex Financial Group, CFM Construction Corp., and Trinity College. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives offers both advisory and brokerage solutions, utilizing a mix of fundamental and technical analysis along with third-party due diligence for alternative investments.

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 and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad platform of investment and wealth management services.

Thomas Lombardi is a financial advisor at Empower Advisory Group with a Series 66 designation. He has worked in the financial industry since 2022, including roles at Empower Financial Services, Carson Wealth, and Pension Consultants Inc. Outside of finance, he was involved with the U.S. Soccer Association for ten years. 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 account holders. The firm offers integrated services through proprietary and third-party planning tools and emphasizes long-term portfolio returns and client savings rates.

Erik Crespo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at PFS Investments Inc., Wolters Kluwer, Primerica Financial Services, and Aetna Health. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

John Basile is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and NYlife Securities LLC. Prior to his financial services career, he was employed at Verizon Wireless. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and co-owning FS Financial, LLC, which facilitates securities, advisory, and insurance business. He is also involved in fixed insurance sales. 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 portfolio management and retirement plan consulting, while enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

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 CFP® professional with 27 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Teachers Retirement Planning Services, LLC since 1999. He is also involved as a co-owner of Gottfried & Somberg Wealth Management, LLC, which provides tax preparation services in addition to 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 offers a range of advisory programs and support services, including model portfolio management and personalized indexing options, while providing operations, trading, technology, compliance, and practice-management resources to its affiliated advisors.

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 with Focus Partners Wealth, LLC in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Colony Group, LLC and GYL Financial Synergies, as well as involvement with the University of Connecticut Foundation and entrepreneurial experience with Brothers Associates Landscaping and Masonry LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, retirement plan, and sub-advisory services. The firm employs a tax- and fee-sensitive investment approach with portfolios that may include public equities, fixed income, alternative investments, and overlay strategies, supported by an extensive network of affiliated service companies and product relationships.

Liam Smith is a financial professional with CWM, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade, among other firms. Smith supports advisors operationally and assists with technology during meetings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Jeffrey Fogle is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Massachusetts Mutual Life Insurance Company and Gwfs Equities, Inc. His other business activities include insurance services and participant retirement plan education through Schuster Driscoll, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets.

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.