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 with Voya Financial Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at Community Health Resources and Gilead Community Services. Voya Financial Advisors, Inc. serves a broad range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

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.

Eduardo Vela is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles between 2014 and the present. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party programs and supports both discretionary and non-discretionary account management.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Richard Rustic is a CFP® professional with over 42 years of industry experience, currently serving at Commonwealth Financial Network since 2002. He is co-owner of Federal Hill Financial, LLC, an investment-related business based in Bristol, CT. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Dante Montaque is a financial advisor with TD Private Client Wealth LLC in Hartford, CT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and TD Bank, as well as employment with Walmart and UPS. He is also involved with Grambling State University Campus Living. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of affiliated and third-party sub-managers through portfolio solutions such as TD Managed Portfolios and TD Guided Portfolios.

Michael Elser is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has worked at several firms, including Northwestern Mutual and Omnica Wealth, where he is a co-owner. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Benjamin Halter is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at RBC Capital Markets. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Marc Michalak is a CFP® professional with 30 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has a longstanding association with Guardian Life Insurance of America beginning in 1997. Outside of his advisory role, he is involved with Physicians Wealth Strategies LLC, a business related to his Guardian and Park Avenue activities. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and fee-based advisory relationships. The firm offers financial planning, retirement consulting, and business consulting services, utilizing a range of proprietary and third-party investment strategies across various account types.

Brian Maitland is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 10 years at Citizens Securities. Maitland serves as a national council member for Avon Old Farms School with no compensation. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Theodore Demers Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth Financial Network since 2013. 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 support services, including discretionary model portfolios and customized investment solutions, while acting primarily as a platform and back-office provider.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

William Coe is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Infinex Investments, Thomaston Savings Bank/CTAS, and New Haven Savings Bank, each spanning over three decades. OSAIC Institutions, Inc. serves individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer structure and a service model that combines firm supervision with delegated investment management by its adviser representatives.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, and Green Cambridge. His background also includes roles at Harvard Extension University and Dog Days of West Hartford. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rishesh Singh is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Certified Financial Services. He was also involved with Sheesh Ventures LLC for nine years. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Scott Skidmore is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary client arrangements.

Collin Sayler is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation. He has experience with several firms including Mercer Investments, Pathstone, Pimco, and Allianz Asset Management. Sayler is currently based in Glastonbury, CT. 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, technology, and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Lori Duquette is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities and Citizens Securities. Duquette has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through both point-in-time financial plans and optional managed accounts.

Maria Conlon is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior firms include National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Outside of her advisory role, she is involved in youth and nonprofit basketball organizations as a coach and owner, and holds a partial ownership stake in a local pizzeria. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.