Stephen Joyner is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Paula Fischer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Commonwealth since 2011 and also operates PF Solutions, Inc., along with roles at The Kochen Group and Dc Design Studio. Outside of financial advising, she owns a consulting and art and jewelry design business and serves as Director of Membership at Shuttle Meadow Country Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that offers operations, trading, technology, investment management, compliance, and practice-management support.

Richard Cretella Jr. is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has 29 years of industry experience. He has served as president of Northeast Brokerage, Inc., where he is involved in the sale of fixed insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection process with ongoing monitoring, blending fundamental analysis and Modern Portfolio Theory, and offers both traditional advisory services and a digital investment platform called Starlight Portfolios.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors in prior roles. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, family office and business management, and retirement plan consulting. The firm’s investment approach focuses on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Nicole Chamberland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Omnica Wealth and the Marist Institute for Public Opinion. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering a range of advisory programs and services that include 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.

Andrew Convery is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network and Omnica Wealth since 2025. His prior roles include positions at CIBC, Pathstone, Charles Schwab, Merrill, UCESC, and Our House Inc. 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 broad adviser-support platform, including managed account programs, access to third-party asset managers, and custody and clearing services.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kelli Menard is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Merrill and People's United Bank, among other firms. Menard also serves as a financial advisor at ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model, providing customized advisory services through a network of investment adviser representatives while offering clients options for discretionary or pre-approval control over transactions.

Charles Lee is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 21 years of industry experience. His prior work includes roles at Morgan Stanley and Banc of America Investment Services. In addition to his advisory work, he is a licensed agent with Bankers Life & Casualty, assisting clients with Medicare, life, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

Randall Macgovern is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glastonbury, CT. He holds a Series 63 designation and has 35 years of industry experience, including 19 years at Equity Services. Outside of his advisory role, he is involved in insurance sales and holds responsibilities as an investment-related agent at Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with both discretionary and non-discretionary client programs.

Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.

Elise Casey is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. Prior to her current role, she was affiliated with Park Avenue Securities and completed her education at Trinity College. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Robert Del Buono Jr. is a CFP® with 40 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. Prior to this, he worked at Freedom Financial Services for 35 years. Outside of his advisory role, he is involved in managing commercial real estate through Tunxis LLC and related partnerships. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving around 14,700 clients with approximately $3.33 billion in assets under management.

John Greer Jr. is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including long tenures at Northwestern Mutual affiliated companies from 1976 to 2019 and subsequent roles at LPL Financial and Private Advisor Group since 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Robert Tubridy Jr. is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Commonwealth and CT Financial Partners since 2016. Outside of advising, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Seth Renaud is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has served as co-owner and president of Omnica Wealth, LLC, where he dedicates full time to securities, advisory, and insurance business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.