Sarah Mulcahy is a financial advisor at Kestra Advisory with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Putnam Retail Management for six years before joining Kestra in 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Brett Wentzell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2005 to 2021. Outside of his advisory work, Wentzell is a co-owner of Bounce is Gold, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with advisors generally having discretion to construct client portfolios from a broad array of securities and insurance products.

Robert Kusiak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 21 years of industry experience. He has worked at OTI Marketing since 2011 and at Infinex Investments, Inc. since 2004. Outside of his advisory work, he operates an online reselling business, Selloti LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary asset management.

Jason Lombardi is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding a Series 66 designation and two years of industry experience. He previously worked at The Hutensky Group, LLC for 15 years. Lombardi is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network supports a national network of advisors by providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs and portfolio management solutions, serving both retail and institutional clients.

Brian Elliott is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 29 years of industry experience. He has been affiliated with Capital Concepts, LLC and Commonwealth Financial Network since 2006. Outside of his advisory work, he holds a notary public commission and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

John Mc Cann Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked with Sonder Wealth Advisors since 2020 and previously with Nirenstein Horowitz & Associates. In addition to advising, he is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services that include investment management, technology, and compliance support.

Ralph Giansanti Jr. is a financial advisor at OSAIC Institutions, Inc. with 37 years of industry experience. He holds a Series 63 designation and has been with Infinex Investments, Inc. since 2013. Outside of his advisory role, he serves as a board member for the Ray of Hope Foundation, which places computer rooms in inner-city schools. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, alternative investments, and lending solutions, delivering advice primarily through a network of investment adviser representatives who use a mix of fundamental and technical analysis.

Matthew Rich is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Osaic Institutions (formerly Infinex Investments) since 2013. Outside of his advisory role, he is involved with Bomar Adventures, LLC, a real estate investment and management business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating with a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Mercer H&B, and MMC Securities Corp. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Gould is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth Financial Network and Capital Concepts, LLC since 2006. Outside of advisory work, he is involved in fixed annuity sales through BancNorth Investment Group Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Matthew Glatt is a CFP® professional with 25 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. He has held leadership roles in multiple related businesses, including CEO of Nesso Accounting and Tax, LLC and Nesso Insurance, LLC. Outside of his advisory work, he is involved in managing tax planning and property and casualty insurance operations. NewEdge Advisors is an enterprise-scale registered investment adviser providing services to individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services with a focus on centralized due diligence and the integration of technology tools to support advisor and client needs.

Brittany Feller is a financial advisor with Commonwealth Financial Network based in Madison, CT. She holds a Series 66 designation and has six years of industry experience. She has worked at Egidio Lennon Wealth Management, LLC since 2013 and has been affiliated with Commonwealth Financial Network since 2003. Feller is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting 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, trading, compliance, and practice management, enabling advisors to offer customized portfolio solutions and access to managed model portfolios.

Christopher Fletcher is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has 23 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he helps chain restaurants train staff in management, cooking, and labor oversight. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized discretionary investment management, financial planning, and family office services, employing primarily long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income.

Ashley Oliver is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her work history includes roles at Omnica Wealth, Edward Jones, RBC Capital Markets, and Wells Fargo Advisors. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, and compliance.

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles in educational and community organizations. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and wrap/advisory services.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, Inc., and various insurance carriers. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Casey Morey is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, Morey held roles at Johndrow Wealth Management and J.P. Morgan Chase Private Bank. 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 about $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 and clearing services.

Brittany Squires is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her work history includes roles at Infinex Investments, Inc., Citizens Securities, Inc., Citizens Bank, and United Bank. Outside of her advisory work, she serves as a notary public without compensation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that combines firm supervision with delegated account management.

Amber Pinette is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Infinex - Thomaston Financial Services since 2014. Outside of her advisory role, she volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, INC. serves individuals, charitable organizations, corporations, and retirement plans by providing a variety of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

Wallie Feliciano is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and has been involved with Jet Set, Inc. and Jet Set Investments since 2000 and 1999 respectively. Outside of advisory work, he serves on the board of the Wallingford Country Club and is a member of the City Manager Search Committee in Meriden, CT, among other business activities including leadership in real estate and direct selling. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s operations feature a predominantly non-discretionary asset base and a dual broker-dealer/adviser status, offering both advisory and brokerage solutions through a large network of investment adviser representatives.