William Schaeneman III is a financial advisor at Key Investment Services LLC in Hartford, CT, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citrola Casting. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable affiliations including KeyBank and KeyBanc Capital Markets.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

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® with 10 years of experience in financial advising. She is currently with NewEdge Advisors, where she has worked since 2024. Her prior experience includes roles at Carson Wealth, Cetera Advisor Networks, CWM, LLC, and Cornerstone Wealth Management. In addition to her advisory work, Bonnie is involved in insurance sales, including life, health, disability, annuities, and long-term care. 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 advisers. The firm offers a range of services, including portfolio management, financial planning, and retirement consulting, utilizing centralized due diligence and technology to support advisor and client needs.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 65 designation and has previously worked at firms including USI Consulting Group and CWM, LLC. His experience spans multiple roles within wealth management and consulting. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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 with OSAIC Institutions, INC. She holds a Series 66 designation and has 14 years of industry experience. Since 2013, she has been associated with infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which shapes its service and compensation structure.

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.

Gary Ruchin is a financial advisor with Commonwealth Financial Network in Vernon, CT, holding CFP® and ChFC® designations and possessing 47 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1985 and has been self-employed since 1979. Outside of his advisory role, he serves as a FINRA arbitrator and provides tax preparation services through his private business, Ruchin & Associates, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

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.

Jennifer Grennan is a financial advisor with OSAIC Institutions, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Her background includes roles at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. In addition to advising, she is involved in retail banking through Ion Bank. 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

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 Series 66-licensed financial advisor with 24 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, having previously worked at firms including Nesso Group, CWM LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. Outside of advising, he operates a legal practice focused on basic estate planning and sells fixed insurance products such as life, health, annuities, and long-term care insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and emphasizes oversight of trading and product selection within its investment process.