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.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been involved with Howard Financial Planners, Inc. since 1982 and Main St Management since 2000. Outside of his advisory work, he serves as an NRA pistol instructor and is active in martial arts through teaching and association leadership roles. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and manages a range of investment strategies overseen by an Investment Management & Research team, providing both discretionary and non-discretionary programs.

Shawn Mcgrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Lockton Companies LLC, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michaela Casey is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and four years of industry experience. She has worked at Certified Financial Services and currently serves as a cantor at Saint Patrick's Church, leading the congregation in singing. Michaela is also involved in music performance with her family group KC Sisters and owns a music publishing company that manages royalties from their published songs. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a mix of proprietary and third-party models.

David Weigert is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Commonwealth Financial Network since 2012 and Conry Asset Management from 2012 to 2018. He is also co-owner of Omnica Wealth, a private entity facilitating securities, 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 provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Carl Cieplinski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including nine years at Commonwealth and one year at Voya Financial Advisors. His outside business activity includes fixed insurance sales conducted under Cahill & Associates Financial Services, LLC. 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, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Karianne Mc Guinness is a Series 66-registered financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, bringing 23 years of industry experience. She has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. serves a diverse range of clients including individuals, institutional investors, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including Unified Managed Account wrap programs and third-party money manager access.

Sofia Dumansky is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding the Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been affiliated with Eagle Strategies and related entities since 2007, including NYLIFE Securities LLC and New York Life Insurance Company. Dumansky serves as a director of Maidan United, a nonprofit organization providing financial aid and support related to the Euromaidan in Ukraine. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm provides tailored advice and solutions across multiple program types, with a significant focus on non-discretionary asset management and a specialized approach to serving institutional sponsors and retirement investors.

Shawn Trimboli is a financial advisor with Empower Advisory Group in Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He previously worked at Gwfs Equities, Inc. and Prudential, including Prudential Investment Management Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and select IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

Richard Failoo Velasquez is a financial advisor with Key Investment Services LLC in Glastonbury, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at KeyBank, Wells Fargo Bank, Wells Fargo Clearing, The Hartford Insurance Group, and Verizon. Key Investment Services LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment model selection combined with non-binding advisor recommendations and ongoing portfolio monitoring.

Richard Lawson is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2007. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed accounts.

Vincent Feijoo Jr. is a CFP® professional with 25 years of industry experience, currently serving at Commonwealth Financial Network since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over a decade of experience at those firms. Feijoo is also a co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Mario Alvino is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2010 and also works with Connecticut Investors Group, LLC. In addition to advisory services, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jeffrey Snyder is a CFP® with 24 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2017. His prior experience includes roles at First Allied Advisory Services and First Financial Associates. Outside of his advisory work, he is involved in producing a comedy show and underwriting a film project. J. W. Cole Advisors is an SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.