Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

Joseph Wilkeson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and earlier employment outside finance at Flemings steakhouse and The Capitale Grille. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and various advisory programs, primarily offering non-discretionary recommendations through multiple managed account and third-party money manager structures.

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 at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Infinex Investments, Inc. since 1996. Outside of his advisory role, he is involved in farming, specifically buying, raising, and selling cattle. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines a hybrid adviser/broker-dealer model with a focus on customized advisory services, lending solutions, and access to 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 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Conrad Tarte is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, LLC, Continental Nine Financial Management, and Grove Point Investments, LLC. Tarte is the sole owner of Continental Nine Financial Services and Continental Nine Financial Management, where he provides fee-based investment advisory, tax preparation, estate planning, and life insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

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 at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked 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 and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and works closely with affiliated entities within the KeyCorp group.

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 at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

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 designations and has worked at Voya Financial Advisors and Cadaret Grant & Co., Inc. Her current tenure at Voya began in 2025, including a prior seven-year period with the firm. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers various advisory services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

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.