Brendan Kenny is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he provides occasional financial and business guidance to his wife's marketing and business development firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, using various investment strategies across discretionary and non-discretionary accounts.

Carol Beloin is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Edward Jones, and various positions in insurance and real estate. She is also involved in fixed insurance sales, dedicating less than 10% of her time to this activity during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Timothy Alston is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior experience includes positions at TIAA-CREF and Planet Home Lending. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robert Black is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds a Series 63 designation and has been with Janney since 2013. Outside of his advisory role, he is an investor in a real estate company that focuses on the restoration and flipping of privately owned homes. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Christopher Macpherson is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He has held positions at Merrill and Bank of America prior to joining Janney in 2017. He holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Matthew Loitz is a CFP® with 31 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large 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 through a range of brokerage, financial planning, and advisory services.

Nicholas Russillo Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2007. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Rachel Sorrentino is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2022. Her prior experience includes roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she has worked as a driver for transportation services with Lyft and Uber. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at Merrill from 2004 to 2017 before joining LPL Financial in 2017. Lori is also a commissioned notary public for the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

William Cholawa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services for 10 years before joining Merrill in 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julio Hernandez Achury is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Restoration 1 of Fairfield County for four years and held positions at Newtown High School and Liceo Matovelle. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and research resources.

Jeffrey Candelora is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Marketsource and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with specialized capabilities such as commodity pool operations and formal advisory roles to multiple registered investment companies.

Matthew Mardirosian is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2023. He holds a Series 66 designation and is based in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, market-making activities, and affiliated lending programs.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent for five years. Leopold also operates a tax preparation and non-variable insurance business under the name Leopold Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors using various investment strategies and technology tools.

Travis Meyers is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a director and board member of Coach Pitch at Portland Little League, overseeing team creation, coach selection, scheduling, and general administration. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with multiple program options and custodial relationships.

Carl Saponare is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Jermine Jr. is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Nolan Glenn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at M Holdings Securities, Inc. and FactSet Research Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.