Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 credentials 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 finance, 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 participants, as well as to certain retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with OSAIC Institutions, Inc. and Rich Capital 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, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Peter Yacovone is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior firms include Heritage Capital Advisors, Wells Fargo Clearing, Merrill, and Advest, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Aita Financial Group. He also works as an independent contractor for Doctors Disability Specialists. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Alexandra Lavallee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2018. She previously held roles at Raymond James Financial Services from 2016 to 2018. Outside of her advisory work, she is involved with Alameda Financial Group as a registered representative for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm utilizes strategic asset allocation and a combination of passive and active investment exposures across various risk profiles through both proprietary and third-party models.

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 licenses 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 and LPL Financial. Outside of his advisory work, he is involved in a music business under Fires in the Distance LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates under a fiduciary advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Jennifer Grennan is an investment advisor with OSAIC Institutions, INC. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Her work history includes roles at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. Outside of advisory services, she is involved in retail banking at Ion Bank. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with a substantial non-discretionary asset base and provides clients with options for discretionary or pre-approval control over transactions.

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 at NewEdge Advisors with 25 years of industry experience. He holds the Series 66 credential and has worked at firms including NewEdge Securities, Carson Group Partners, and Cetera Advisor Networks. In addition to his advisory role, he maintains a legal practice providing basic wills and healthcare proxy advice and is involved in financial services and insurance through the Nesso Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of advisory services and investment programs, combining in-house expertise with third-party solutions and utilizing technology tools to enhance advisor and client support.

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 over 43 years of industry experience. He is currently affiliated with Carson Wealth and has held roles at multiple firms including Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Karn is also involved in holding companies and serves as a notary. Carson Wealth is an SEC-registered investment adviser managing 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 a dedicated Investment Committee and a range of tailored portfolio solutions.

Michael Giliberto is a CFA® charterholder with 34 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

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.

Jason Apruzzese is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Ion Bank since 2019 and previously at Infinex Investments, United Banks, LPL Financial, and MSI Financial Services. Outside of his advisory work, he serves as a soccer coach at Torrington High School. 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, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

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 four years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021. Prior to his career in financial advising, he was employed at Aetna/CVS Health from 2019 to 2021 and has diverse work experience including roles at The Hartford Golf Club, CCSU, and Mickey Finns. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Dane Castle is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His previous roles include positions at FSC Securities Corporation and Bank of America. 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, ERISA plan services, and access to alternative investments and lending solutions.