Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside access to insurance products and alternative investments.

Scott Skidmore is a financial advisor at Osaic Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thomaston Savings Bank, LPL Financial, and Wells Fargo Clearing. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management by its representatives, offering both discretionary and non-discretionary account options.

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.

Kevin Mancini is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 designations and has 23 years of industry experience. He has been with Infinex Investments, Inc. since 2008. 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, ERISA plan services, and access to alternative investments, operating through a model that delegates investment analysis and account management to its investment adviser representatives while providing firm supervision.

Hal Guy is a CFP® and ChFC® with 38 years of industry experience. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and previously spent 11 years at Osaic FA, Inc. He also instructs CFP review courses and provides tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

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.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Hunter Pasqualini is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 before joining LPL Financial and Private Advisor Group in 2026. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model, using technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Garry Helyer is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® and Series 63 designations and possessing 51 years of industry experience. He has been an Investment Advisor Representative since 2013 and is also involved with Professional Benefits Group, an insurance sales and services business he owns. In addition to his advisory work, Helyer serves as assistant treasurer on the Ariel Condominium Association board and volunteers as a director at The Landing Yacht, Golf and Tennis Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services combined with a hybrid adviser/broker-dealer structure, providing clients with both discretionary and non-discretionary investment options and access to alternative investments and lending solutions.

Timothy Stowell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Atlantic Wealth Advisors, Egidio Assante Wealth Management, and Fidelity. In addition to his advisory role, he conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients, offering a broad platform of managed-account programs, third-party asset managers, and custody services.

Brandon Gee is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining his current firm, he worked at Buyers Edge Platform for five years and has experience in the retail and entertainment sectors. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Alexis Karn is a financial advisor at Carson Wealth with a Series 65 license and four years of industry experience. Prior to joining Carson Wealth, Karn was with Karn, Couzens & Associates, Inc. for nine years. Outside of advisory work, Karn is involved in content creation on social media platforms. CWM, LLC, the parent firm, is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers a range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Rebecca Ward is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 10 years of industry experience. Her career includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she also works as an insurance agent specializing in life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs with access to various securities and outside managers.

James Couzens is a financial advisor at Carson Wealth with over 56 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cetera Wealth Services and Karn, Couzens & Associates. Additionally, he is an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory firm overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Kathleen Erickson is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2012. 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 offers a range of advisory programs and services, including discretionary model portfolios and customized solutions, while providing comprehensive operational and compliance support to affiliated advisors.

Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

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.