Bonnie Bailey is a CFP® professional with 10 years of industry experience, currently with NewEdge Advisors since 2024. She previously worked at Carson Wealth, Cetera Advisor Networks LLC, CWM, LLC, and Cornerstone Wealth Management. Bailey is also involved as an associate wealth advisor with GAAM Wealth Advisors and works as a life insurance agent with Freedom Moat, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including USI Consulting Group, CWM, LLC, and Nesso Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services that combine centralized due diligence, technology tools, and both in-house and third-party investment strategies.

Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he serves as a commissioner on the Inland Wetlands Commission in Newtown, CT. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Elizabeth Ingriselli is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments, Inc. since 2013. 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, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.

Peter Yacovone is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-owner of Heritage Capital Advisors, LLC, and owns Eastbury Financial Services, LLC, both entities supporting his advisory and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment platforms and model portfolios, supporting advisors with operations, compliance, technology, and investment management services.

Gregory Balogh is a financial advisor with Primerica Advisors based in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved as an independent contractor with Doctors Disability Specialists, focusing on disability insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account features such as securities-based lending and tax-harvesting.

Alexandra Lavallee is a CFP® professional with eight years of industry experience, currently affiliated with Independent Financial Group, LLC. She previously held positions at Raymond James Financial Services from 2016 to 2018. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with a range of investment advisory programs, financial planning, and retirement services. The firm combines in-house and third-party manager models and operates both as a registered investment adviser and an active broker-dealer.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Samuel Johnson is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2020. Prior to his advisory career, he held various roles including positions at Shaw's and Star Market and Sarah Lawrence College. Janney Montgomery Scott LLC is a large 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Colette Ward is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Johndrow Wealth Management, Meritage Financial Strategies, MML Investors Services, and Mass Mutual Life Insurance Company. She is also involved in fixed insurance sales as a secondary business activity. 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 about $213 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custodial services.

Craig Breitsprecher is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously at Independent Financial Group LLC. Outside of his advisory role, he is involved in a music business under the entity Fires in the Distance LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Richard Lamore is a financial advisor at J.W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Corp. Outside of his advisory role, Lamore is involved with nonprofit organizations focused on financial education, including the Society of Financial Awareness and Poor Richard's Financial Literacy. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Andrew Verre is a financial advisor with Valic Financial Advisors in Portland, CT, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Christopher is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 24 years of industry experience. His background includes roles at firms such as CWM, LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. In addition to his advisory work, he is involved in selling fixed insurance products and maintains a minimal legal practice focusing on basic wills and healthcare proxies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a variety of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Joseph Massaro is a CFP® professional with 31 years of experience at Money Concepts Capital Corp, where he has worked since 1995. He holds Series 63 and Series 65 licenses and is based in Wethersfield, CT. Outside of his advisory role, he is involved in disability insurance as an agent and owns Massaro Wealth Management, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages roughly $3.33 billion across 431 advisors, offering multiple managed programs with both discretionary and non-discretionary account structures.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Michael Giliberto is a CFA® charterholder with 34 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Matthew Diramio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Nationwide Investment Services Corporation for 21 years before joining Commonwealth and Omnica Wealth in 2023. 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 advisors discretion in portfolio construction and offering managed model portfolios through its Investment Management and Research team.

Peter Heger Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he is a partner in Heger Homes LLC, a business involved in homes and business purchases. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Matthew Trevethan is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at Aetna/CVS Health and The Hartford Golf Club. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.