Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Richard Marciano is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party managers.

Troy Russillo is a CFP® with nine years of industry experience and is currently affiliated with Janney Montgomery Scott in Glastonbury, CT. He has worked at Janney Montgomery Scott since 2022 and previously spent six years with MFS Fund Distributors, Inc. 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 that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Jason Villano is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and is based in Glastonbury, CT. He has been associated with Gottfried & Somberg Wealth Management since 2025 and has experience working in various roles at other firms and organizations, including Allegiant Wealth Management and Mad Tents LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Richard Labriola Jr. is a CFP® with 16 years of industry experience currently affiliated with OSAIC Institutions, INC. He has worked with Ion Bank and Infinex Investments, Inc. since 2019 and was previously with Key Investment Services LLC from 2016 to 2019. 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 provides customized advisory services and operates a hybrid adviser/broker-dealer structure with access to lending solutions and alternative investments.

Timothy Driscoll is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial since 2014. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs, third-party money manager accounts, workplace education, and plan-sponsor consulting, combining advisory and broker-dealer models with a range of discretionary and non-discretionary investment options.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Marilyn Mantziaris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2009. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996 and is also involved in fixed insurance sales through Insurance Management Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

Christopher Martinez is a financial advisor with SPC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in insurance sales for products beyond those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other program offerings.

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Alyssa Decker is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 designations and has 17 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she manages rental properties, including overseeing Airbnb bookings and property maintenance. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a mix of model portfolios and manager-driven investment options through both discretionary and non-discretionary programs, supported by an extensive affiliate ecosystem and a combined advisory and broker-dealer platform.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at firms including Financial Engines Advisors L.L.C., Voya, and Santander Securities. 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 select retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and integrated solutions tied to Empower’s recordkeeping and administrative platforms.

Daniel Mancini is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at Empower Financial Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alexis Jankauskas is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he operates a mobile mixology business. 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 client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

John Tyrrell is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Commonwealth, he worked at Charles Schwab Co., Inc. He also spent three years involved with Restaurant Bricco. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

James Craig is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Voya since 2016. Outside of his advisory role, Craig is an assistant coach for a youth soccer team in Windsor, Connecticut. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary accounts.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Raman Grover is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ion Bank since 2019, where he serves as a vice president. His prior experience includes roles at Infinex Investments, United Bank, and Key Investment Services LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer structure with both discretionary and non-discretionary account management.