Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC and Belpointe Asset Management, LLC. Outside of his advisory role, Nicholas works part-time as a bartender at Craft Kitchen. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a customized investment approach that includes passive, active, tactical, and blended strategies, and it maintains multiple affiliated businesses and platform partnerships supporting client needs.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC in Bristol, CT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at LPL Financial, Securities America Inc., and CETERA Financial Specialists LLC. Barnes serves as chairman of the City of Bristol Retirement Board and holds board and treasury positions with local community organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment strategies and offering services including discretionary portfolio management, retirement plan advisory, and insurance product recommendations.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, and Robert Hensley and Associates. Outside of her advisory work, she serves as a riding instructor at Spirithorse Therapeutic Riding Center and is involved with local nonprofit and community organizations, including co-chairing Gifts for Canton and participating on the investment committee of the Chrysalis Center. The Patriot Financial Group provides customized investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a mix of analytical approaches and independent managers to tailor portfolios according to client goals and risk tolerance, offering a broad range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuities.

Emily Burr is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Kestra Advisory and its affiliated firms since 2003. In addition to her advisory role, she consults on compliance and plan design features for third-party administrative clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting both discretionary and non-discretionary fiduciary engagements.

Jean Delbuono is a financial advisor with OSAIC Institutions, INC., holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. Her work history includes roles at Infinex Investments, Inc., Charles Schwab & Co., Inc., Yale University, and Webster Investment Services, Inc. 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, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

John Valiska Jr. is a financial advisor with Money Concepts Capital Corp in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Money Concepts since 1995 and concurrently holds long-term roles at Raiffeisen Zentralbank Österreich AG, Oesterreichische Landerbank, and Altschuler Tellkamp Agency. Outside of his advisory work, he serves as a board member and director for Musicals At Richter, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management solutions and financial planning services while employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

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.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

Alyson Zibell is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at infinex Investments, Inc. since 2011 and Thomaston Savings Bank since 2008. Outside of advisory work, she serves as a customer service representative at Thomaston Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on firm supervision and client choice over discretionary authority.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Jennifer Rowland is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Ion Bank (Naugatuck Savings Bank) since 2011 and infinex Investments, Inc. since 2007. In addition to her advisory roles, she serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to individual adviser representatives.

Christopher Lineberger is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Newtown Savings Bank, The Prudential Insurance Company of America, and Bankers Life. He is also involved in sales and marketing for Medicare planning through Cortes Benefit Consulting. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and maintains a hybrid adviser/broker-dealer structure that supports discretionary and non-discretionary investment management with access to alternative investments and lending solutions.

Stephen Nitz is a CFP® with 39 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes 17 years at Fairfield County Bank Corp and infinex Investments, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering diversified investment advisory and financial planning services through various portfolio management options and third-party manager selection.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.