Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. 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, family office services, and sponsors wrap-fee programs, employing customized portfolios and a primarily long-term investment approach.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Park Avenue Securities and Certified Financial Services. Casner attended St. Lawrence University and The Loomis Chaffee School. He works with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage and advisory services.

Timothy Bourdon is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at Commonwealth since 2005 and is also the owner of TJB Financial Services, Inc. Outside of his advisory work, he is a part owner of Cliffside Cottage, LLC, a private entity managing a residential rental property in Jamaica. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various portfolio management options, including discretionary model portfolios and customized programs, while maintaining significant clearing and custody relationships.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 51 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has extensive prior experience running his own firms, including PC Planning & Benefits Inc., where he serves as President and CEO. Outside of advisory services, Cohen is involved in independent insurance sales and acts as a sales advisor for medical practice management software and financial recovery services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on comprehensive plan consulting and client reviews.

Robert Eberhardt is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Columbia Partners, LLC Investment Management for 10 years and is co-owner of SR Financial Advisors, 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 managing over $212 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.

Stephen Joyner is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Paula Fischer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Commonwealth since 2011 and also operates PF Solutions, Inc., along with roles at The Kochen Group and Dc Design Studio. Outside of financial advising, she owns a consulting and art and jewelry design business and serves as Director of Membership at Shuttle Meadow Country Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that offers operations, trading, technology, investment management, compliance, and practice-management support.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

Nicole Chamberland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Omnica Wealth and the Marist Institute for Public Opinion. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering a range of advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Andrew Convery is a CFP®-certified financial advisor with three years of industry experience. He is currently with Commonwealth Financial Network, having previously worked at Omnica Wealth and CIBC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and custody services, offering both internally managed model portfolios and outsourced execution options.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.

Sean Reddington is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Nationwide Insurance, Nationwide Securities, LLC, and Voya Financial Advisors. He is also involved in selling fixed insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.

Elise Casey is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. Prior to her current role, she was affiliated with Park Avenue Securities and completed her education at Trinity College. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Robert Del Buono Jr. is a CFP® with 40 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. Prior to this, he worked at Freedom Financial Services for 35 years. Outside of his advisory role, he is involved in managing commercial real estate through Tunxis LLC and related partnerships. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving around 14,700 clients with approximately $3.33 billion in assets under management.

John Greer Jr. is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including long tenure at Northwestern Mutual from 1976 to 2019 and subsequent roles at LPL Financial and Private Advisor Group since 2019. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by industry strategists such as Fidelity and Goldman Sachs.

Thomas Curtin is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Outside of his advisory role, Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and custody primarily through Schwab and Fidelity.

Robert Tubridy Jr. is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Commonwealth and CT Financial Partners since 2016. Outside of advising, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Amy Henley is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 66, Series 65, and Series 63 licenses and has 31 years of industry experience. Her work history includes over a decade with various Voya entities and seven years with Directed Services LLC. VOYA Financial Advisors, Inc. serves a broad client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary investment advice.