Daniel Dibuono is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2017 before joining Commonwealth in 2017. Outside of advisory work, he is a co-owner of Bailey & Beatty Financial, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support, enabling advisors to construct portfolios using various securities and insurance products while providing access to discretionary model portfolios managed by its Investment Management and Research team.

John Smoot Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 63 designation and 26 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously spent 13 years at Lincoln Financial Advisors Corp. 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, and consulting services, employing a long-term approach while managing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Maureen Decker is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of her advisory role, she provides tax preparation services during tax season, assists with community voting polls in Redding, Connecticut, and conducts student loan portfolio reviews to evaluate repayment options and federal programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, with a focus on asset allocation, diversification, and both fundamental and technical analysis.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Hornor, Townsend & Kent since 2010 and concurrently with Penn Mutual Life Insurance Company. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his businesses, Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of assets on a non-discretionary basis.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. 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 supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Sebastian Bermeo is a CFP® professional with five years of industry experience currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Mint Global Markets Inc/SPEEDTRADER, and Wealth Enhancement Brokerage Services. Outside of his advisory duties, he has worked as a server in the hospitality industry. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Melissa Ciotoli is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Massachusetts Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Pacific Specialty Insurance Company and Newton Allstate Agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Britina Clarke is a financial advisor with Bankers Life Advisory Services, Inc. in Norwalk, CT. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior work includes roles at Hightower Advisors, LLC, People's Securities, Inc., and JPMorgan Chase Bank, N.A. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrice Borgese is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Advisors Corporation. Borgese is involved in non-variable insurance activities in addition to her advisory role. 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 services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jeffrey Mastrianna is a CFP® with 36 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Charles Schwab Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies across various asset types.

Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She currently works at Stratos Wealth Partners, Ltd., having joined the firm in 2026 after 17 years at YHB Investment Advisors Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning options, employing an open-architecture investment approach supported by a network of independent investment adviser representatives.

Gregg Padilla is a CFP® with 24 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022, following a 27-year tenure at Benemark, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and consulting services.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Robert Medvey is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Mercer Global Advisors in 2022, he worked at Benmark, Inc. for 27 years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies with a focus on risk management and tax efficiency.