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 tenure at Northwestern Mutual from 1976 to 2019 and subsequent roles at LPL Financial and Private Advisor Group since 2019. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by industry strategists such as Fidelity and Goldman Sachs.

Thomas Curtin is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Arbor Point Advisors, Hammond Iles Wealth Advisors, and LPL Financial. Outside of advising, he is a licensed independent insurance agent. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory programs, utilizing both proprietary guidance and third-party platforms.

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 19 years of industry experience, all with Commonwealth and Connecticut Investors Group since 2007. He is also co-owner and president of Omnica Wealth, LLC, a private entity involved in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers customizable investment solutions and model portfolios managed through a structured due diligence process.

Elizabeth Debassio is a financial advisor with Private Advisor Group, LLC, holding the PFS™ designation and 17 years of industry experience. She previously worked at Connecticut Wealth Management, LLC, and currently provides investment advice under the business name WP Financial. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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.

Scott Kieper is a ChFC® credentialed advisor with 35 years of industry experience, currently affiliated with Primerica Advisors in Avon, CT. He has been associated with Guardian Life and Park Avenue Securities since 2014. Outside of his advisory roles, Kieper serves on the Presidents Advisory Council of the Wealth and Wisdom Institute, contributing ideas for books and councils, and is a director at The Life Farm Company, a nonprofit farm offering programs for children and seniors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides integrated account-level solutions such as lending and donor-advised funds.

Leslie Archambault is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Coburn & Meredith, Inc. for 25 years. Archambault is also a commissioned notary. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

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.

Richard Quirion is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of ARQ Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable program structures, supporting advisors in constructing client portfolios from diverse securities and insurance products.

David Lemoine Jr. is a financial advisor with Empower Advisory Group in Manchester, CT, holding Series 66 and Series 65 credentials and possessing 18 years of industry experience. He has worked at GWFS Equities, Inc. and Prudential Investment Management Services, as well as Prudential Insurance Company of America since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering planning focused on long-term portfolio returns and client savings rates.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

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.