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 CFP® with 37 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Wells Fargo Clearing, Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He is also the owner of ARQ Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business. 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 individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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.

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.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Mark Cavasino is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. He is also associated with LPL Financial and holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC operates as part of Integrated Wealth Concepts, an enterprise firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with portfolios custom-constructed using mutual funds, ETFs, individual equities, and fixed income.

Timothy Sullivan is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2017, with a brief tenure at Wells Fargo Clearing in 2016-2017. Outside of his advisory role, he maintains a rental property in Marco Island, Florida. 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 with brokerage, financial planning, consulting, and advisory services, combining in-house portfolio management with third-party managers and offering custody and trustee services through a New Hampshire-chartered subsidiary trust company.

Alexander Parkos is a financial advisor at OSAIC Institutions, INC. with six years of industry experience. He holds a Series 66 designation and previously worked at Infinex Investments Inc. and Aldrich Wealth Management. Outside of his advisory role, he consults part-time for Rich Capital Financial Services. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Kade Huang Savino is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. Savino has three years of experience at Egidio Lennon Wealth Management and prior roles including positions at Central Connecticut State University and Tunxis Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of roughly 2,900 advisors and hundreds of thousands of clients with approximately $212.7 billion in assets under management. The firm offers various managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Christopher Rafferty is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Fidelity Investments and GYL Financial Synergies. Outside of his advisory role, he serves as the Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kristen Allen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2018. Prior to joining Commonwealth, she worked at Ameriprise Financial Services, Inc. for 12 years. Allen is also involved in fixed insurance sales through CT Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves both individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services while offering a range of investment options and model portfolio implementations.

Kristopher Morin is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT. He holds Series 65 and Series 63 licenses and has worked in the financial industry since 2015, including roles at The Hartford and Three Peaks Capital LLC. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios with a long-term approach and a range of internally managed and third-party strategies.

Penny Nasiatka is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. She previously spent 40 years at Coburn & Meredith, Inc. She holds Series 63 and Series 65 licenses. 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, and consulting, utilizing customized portfolios with a primarily long-term investment approach.

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Dante Egidio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and one year of industry experience. He has previously worked at Wayfair, Inc., Northeastern University, and the University of Connecticut. He is also associated with Egidio Lennon Wealth Management, LLC. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Donna Williams is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. 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 offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base.

Tyler Bruns is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models along with a mix of investment vehicles, and serves both as a sub-advisor and through its turnkey asset management platform.

Ganesh Iyer is a financial advisor with Money Concepts Capital Corp in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Money Concepts Capital Corp since 1993 and also operates Ganesh Financial Group, LLC. Outside of his advisory role, he is a yoga instructor. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs that utilize model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.