Richard Marciano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using in-house portfolio management and third-party strategists, supported by proprietary technology platforms and a range of investment strategies.

Troy Russillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He previously worked at MFS Fund Distributors, Inc. for six years before joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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.

Timothy Driscoll is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including 12 years with Voya Financial Advisors. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products through a combination of in‑house and external strategists and technology-enabled tools.

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 services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, among others. Outside of finance, he is involved with Curtain Transportation, a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides comprehensive brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

Christopher Martinez is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is involved in insurance sales outside of those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice supported by Fidelity/NFS custody and execution services.

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. in Windsor, CT. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 12 years with VOYA. Outside her advisory role, she is involved in property management and rental activities, including managing an Airbnb rental property. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to provide mostly non-discretionary investment management.

Daniel Mancini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 66 and Series 63 licenses and having 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 services primarily to employer-sponsored retirement plan sponsors, their participants, and select retail clients, utilizing an integrated approach tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and managed account solutions.

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 credentials and two years of industry experience. His prior work includes roles at Charles Schwab Co., Inc. and Heritage Capital Advisors, LLC. Outside of finance, he was involved with Restaurant Bricco for three years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser support platform, including managed-account programs, access to third-party asset managers, and custody services.

James Craig is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Voya Financial Advisors since 2016, following two years at Voya Investment Management CO. LLC. Outside of his advisory role, Craig serves as an assistant coach for a U10 boys soccer team in Windsor, CT. Voya Financial Advisors, Inc. is an enterprise-scale firm providing a range of financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment management through a large network of adviser representatives.

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.

Christopher Woodhouse is a financial advisor at Osaic Institutions, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Steven O Keefe Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has a decade of industry experience. His prior roles include positions at Foresters Advisory Services LLC and Catalyst Prep LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to implement client recommendations, operating both on non-discretionary and limited discretionary bases.

Michael Rabbitt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he operates an independent insurance business separate from his investment advisory services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

James Beyer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, Bankers Life, and Bankers Life Securities. Outside of his advisory work, he serves as a deacon at Faith Baptist Church, assisting church members in need. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment solutions including discretionary accounts, model portfolios, and third-party management, supported by its dual registration as both an SEC-registered investment adviser and a broker-dealer.

Spencer Le Claire is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Distributors, Inc. and Heritage Capital Advisors, LLC. Prior to his financial career, he held various roles at the University of Connecticut and Seager Marine. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.