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.

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.

Ethan Goodman is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, Mass Mutual, Voya, and Prudential. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Robert Karn is a CFP® professional with 43 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has held previous roles at Alpha Holdings, KC Financial, Cetera Wealth Services, Karn, Couzens & Associates, and Royal Alliance Associates. Outside of advisory work, Karn is involved in managing holding companies and serving as a notary. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

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.

Laura Sundquist is a CFP® professional with 14 years of industry experience. She is currently with Private Advisor Group, LLC and has held prior roles at Sage Financial Design, Inc. and Connecticut Wealth Management, LLC. In addition to her advisory work, Ms. Sundquist is a Certified Public Accountant who provides tax advice and tax preparation services independently from her investment practice. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Daniel Finn is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and has over a decade of experience with New York Life Insurance and Finn Financial Solutions, LLC, where he owns a business brokering non-registered insurance products. He serves as a board member for the Middlesex Chamber of Commerce and the Town of East Hampton Board of Finance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a variety of program types, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Voiland is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at ALDI Inc. from 2006 to 2018. Outside of his advisory role, he is involved as an insurance agent and partner in local financial and insurance-related business ventures. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently working with third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Bailey Jr. is a Series 66-licensed financial advisor with Equity Services, Inc. in Glastonbury, CT, where he has worked since 2001, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in the occasional purchase and sale of antiques and artwork as a hobby. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Gerta Xhelaj is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD-affiliated firms since 2016. Outside of her advisory role, she is a member of an LLC that manages a rental property in Hartford, Connecticut. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

David Mitchell is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has also been associated with Vp Distributors Inc and Virtus Investment Partners since 2009 and 2008, respectively. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christien Dupuis is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining TD Private Client Wealth in 2025, Dupuis worked at Citizens Securities, Inc. and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through a technology platform and uses a discretionary trading model.

Christopher Nardone is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and over 23 years of industry experience. His career includes roles at Ion Bank, Infinex Investments, United Bank, LPL Financial, PNC Wealth Management, Raymond James Financial Services, and Cetera Investment Services. He currently manages an investment program as a program manager at Ion Bank. 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 asset management.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

James Poliner is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Bank of America and Merrill. Janney Montgomery Scott 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 municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Michael Filippi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to his current tenure at Voya beginning in 2020, he worked at Guardian Life from 2015 to 2019. Filippi serves as a board member for the Millstone Ridge Tax District, where he helps maintain and regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary account management through a large network of advisors.