Christopher Cleland is a CFP® professional with 21 years of industry experience. He is currently with Integrity Alliance, LLC and has previously worked at Lincoln Investment. In addition to his advisory role, he is involved with American Senior Benefits, where he designs insurance strategies and manages insurance portfolio analysis. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of 164 independent advisers, employing a variety of portfolio management approaches and leveraging multiple custodial platforms and third-party programs.

Ross Abbott is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2017, previously spending six years with Voya Financial Advisors. Abbott serves as treasurer for Westwood Bay, Inc., an association managing a group of lakeside cottages on Lake Winnipesaukee in New Hampshire. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers customized and model-based portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund sponsored by Charityvest.

Thomas Filomeno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 15 years of industry experience. His prior roles include positions at Marcum Wealth, LLC and Marcum, LLP, and he serves as Managing Director at CBIZ, Inc., advising clients on tax matters. Filomeno also holds treasurer roles with the CT Tooling & Machining Association, Inc. and the SARA-SEA Association, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Joshua Nunez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and has prior work experience at Empower Financial Services, ASPLUNDH Tree Experts, Ray's Tree Service, KidzXL, and YouFit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Chipelo is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has been with Infinex Investments since 2014. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets, dual broker-dealer/adviser status, and extensive networking arrangements with banks and credit unions.

John Beloin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at firms including Cambridge Investment Research, Janney Montgomery Scott, and LPL Financial. Beloin is also the owner of Beloin Investment Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Sandra Larson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, University of Hartford, Webster Bank, and People's United Bank prior to her current role. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, access to mutual funds and ETFs, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers across its managed portfolio offerings.

Robert Shoneck Jr. is a financial advisor with Eagle Strategies (NY Life) in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and Nylife Securities LLC since 2003. Outside of his advisory role, he is the owner of Shoneck & Morris, LLC, a small business involved in office management activities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Marc Charette is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab & Co. Inc., PFSI Investments Inc., and Primerica Financial Services. Outside of finance, he works as a second shift and weekend supervisor at Young Pharmaceuticals and is involved as a musician and drummer with Mc Drummer/Music Consultant LLC. 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 various investment products, and financial planning support. The firm utilizes a blend of affiliated and third-party sub-managers within its portfolio construction approach.

Zachary Meyer is a CFP® with 11 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services and Lincoln Investment. Outside of his advisory work, he has experience as an insurance agent specializing in fixed insurance products. Integrity Alliance is a large enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in assets.

Mark Cavasino is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. He is also associated with LPL Financial and holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC operates as part of Integrated Wealth Concepts, an enterprise firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with portfolios custom-constructed using mutual funds, ETFs, individual equities, and fixed income.

Timothy Sullivan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His career includes multiple periods at Janney Montgomery Scott LLC as well as roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he maintains a rental property in Marco Island, Florida. 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 diverse client base, offering brokerage services, financial planning, consulting, and various advisory programs, with in-house and third-party portfolio management across multiple platforms.

Alexander Parkos is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments Inc. since 2019, following prior roles at Aldrich Wealth Management and Silver City Properties. Outside of his advisory work, Parkos is a consultant for Rich Capital Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm provides both discretionary and predominantly non-discretionary portfolio management through a network of investment adviser representatives who use fundamental and technical analysis along with third-party due diligence.

Kade Huang Savino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. Savino has three years of experience at Egidio Lennon Wealth Management and prior roles including positions at Central Connecticut State University and Tunxis Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of roughly 2,900 advisors and hundreds of thousands of clients with approximately $212.7 billion in assets under management. The firm offers various managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Thomas Nemet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously spent five years at Lincoln Financial Advisors. Outside of his advisory role, he also operates A+ Accounting and Tax Prep, a CPA affiliate program he has managed since 2003. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios with a long-term investment approach and employing both internal management and third-party managers.

Christopher Rafferty is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include several years at Fidelity Investments and a position at GYL Financial Synergies. He serves as Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering investment management and a range of wealth-related services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers integrated reporting across managed and held-away assets.

Kristen Allen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2018. Prior to joining Commonwealth, she worked at Ameriprise Financial Services, Inc. for 12 years. Allen is also involved in fixed insurance sales through CT Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves both individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services while offering a range of investment options and model portfolio implementations.

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Dante Egidio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. He has previously worked at Wayfair, Inc., Northeastern University, and the University of Connecticut. He is also associated with Egidio Lennon Wealth Management, LLC. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.