Kevin Paro is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he owns FLD KP, LLC, a private entity involved in operating a car club in Naples, FL. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

David Maikowski is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. David has been with Infinex Investments, Inc. since 1996. Outside of his advisory work, he is involved in farming, specifically buying, raising, and selling cattle. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions, employing fundamental and technical analysis alongside third-party due diligence for alternative investments.

David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

Brent Gottier is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Gottier is also a licensed life insurance agent involved in occasional sales of life insurance and annuity products to clients. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to manage client portfolios.

Jeffrey Dunphy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and 65 licenses and bringing 11 years of industry experience. His work history includes positions at TD Bank N.A. and Richard Chevrolet. Outside of finance, he owns JnJ Unlimited, a small business involved in sticker sales and inventory management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm emphasizes strategic and tactical asset allocation through its TD Managed Portfolios, utilizing both affiliated and third-party sub-managers.

Sarah Germini is a financial advisor with Key Investment Services LLC in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Giuseppe Fiducia is a financial advisor with TIAA-CREF in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, often utilizing model portfolios or customized strategies, and acts as adviser to a donor-advised fund.

Morris Mete is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Primerica Advisors since 2013. He also holds a position with Guardian Life Insurance Co of America. Outside of his advisory role, Mete officiates high school football games. Primerica Advisors is part of an enterprise serving a broad retail client base with a range of brokerage and advisory services, employing diverse investment strategies including proprietary model portfolios and third-party managers.

Rollin Schuster Jr. is an advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Schuster Driscoll, LLC. Schuster serves on the board of Franklin Pierce University and is president of The Alliance for Non Profit Growth and Opportunities, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and supports multiple management platforms and third-party solutions.

Robert Goodenough is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advisory relationships.

Robert Danner is a financial advisor at Commonwealth Financial Network with a Series 65 credential. He has one year of experience in wealth management following a nine-year career at Pediatric Associates of Cheshire. 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 access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Beau Tillinghast is a CFP® professional with nine years of experience in financial advising. He is currently with Commonwealth Financial Network and previously worked at Kreitler Financial LLC and Raymond James Financial Services. 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 provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alexandra Maksimow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She creates custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. Alex leverages the Merrill and Bank of America platforms to address client needs, regardless of complexity, and is known for her service, attention to detail, and commitment to exceeding client expectations. Alex and her team, FCMH Wealth Management & Associates, serve a diverse client base including high net worth individuals, business owners, real estate investors, corporate executives, and financial sponsors. With collective experience in private banking, investment management, capital markets, and commercial banking, they deliver cross balance sheet advice and holistic, bespoke wealth management solutions aligned with clients' personal and financial aspirations. Prior to joining Merrill in 2022 from Citi Private Bank, where she was a Senior Vice President and Private Banker, Alex was responsible for comprehensive wealth management advice and tailored strategies for globally affluent clients. She began her career at Citi's Commercial Bank sourcing and underwriting credit opportunities for middle market businesses. Alexandra holds a Bachelor's degree from Fairfield University and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She resides in Stamford, Connecticut with her husband and enjoys reading, traveling, and hiking with them.

Mandy Shekleton is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial Advisors, Inc. since 2016, including a prior period from 2016 to 2023 and from 2025 onward, with a two-year period at Cadaret Grant & Co., Inc. in between. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

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.

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.

William Rabbitt is a CFP® professional with over 33 years of experience in financial advisory. He currently serves at Private Advisor Group, LLC since 2019 and has worked with Private Capital Group, LLC since 2003. Outside of investment advisory, he operates an independent insurance agency under the name WP Financial. Private Advisor Group, LLC serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm implements multiple analytical approaches and provides services including held-away account management and 401(k) participant solutions.

Ashley Bracken is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Voya and its affiliates since 2019. Prior to her financial services career, she was employed at Community Health Resources, Gilead Community Services, and Dunkin Donuts. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary programs.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. 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 certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.