Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and previously spent eight years at LPL Financial, 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 and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience, including roles at KeyBank, New England Retirement Strategies, LPL Financial, and HAI Group. Outside of finance, he worked in landscaping for several years and has experience in education roles at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Robert Borkowski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2013. Outside of his advisory role, he is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. 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 client base and offers brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Marc Austin is a CFP® with 36 years of industry experience and currently serves as an advisor at Wealthspire Advisors. He previously worked at Private Capital Group, LLC for 18 years before joining Wealthspire in 2022. Outside of his advisory work, he manages assets through a family partnership, MEGAMUFFIN, LLC. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Heather Blanchard is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Money Concepts since 2009. Outside of her advisory role, she is the owner of Clarity Wealth Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and platforms such as Envestnet.

James Newman is a CFP® with 16 years of experience in financial advising. He is currently affiliated with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, having previously worked at Peak Point Capital Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.

Tricia Gordon is a financial advisor at Osaic Institutions, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2020, where she serves as First Vice President. Her prior experience includes roles at Infinex Investments, United Bank, and Key Investment Services. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves 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 and a focus on delegated account management.

Gregory Pitruzzello is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008 and is involved in life insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered investment advisory services with broker-dealer capabilities, overseeing approximately $8.37 billion in discretionary assets under management as of December 2025.

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset managers.

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. 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 provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. 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 provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Kervin Vincent is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and Westfield Bank prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee models, separately managed accounts, and brokerage products. The firm operates within the KeyCorp group and emphasizes client-directed model selection supported by ongoing product due diligence and supervisory oversight.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Russell Bell is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Commonwealth since 2011. He is also a principal at Heritage Capital Advisors and owns Russell Bell Financial Group, LLC, both entities involved in his securities 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 operational support while allowing affiliated advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Jay Tibball is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Commonwealth since 2011 and Heritage Capital Advisors, LLC since 2005. In addition to his advisory work, he is involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage portfolios using a broad range of securities and insurance products.