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.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

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.

Christopher Peters is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. He has 19 years of industry experience, including tenure at Janney Montgomery Scott and Wells Fargo Clearing. Peters is involved with the Go Hartford! Mayor Mike's Foundation for Kids, serving as president and leading fundraising and charitable initiatives. 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Philip Kolidas is a Series 66-licensed advisor at Key Investment Services LLC with three years of industry experience. He previously worked at Whitetip Investments for seven years. Kolidas is based in Manchester, CT. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation by Envestnet, supported by the Key Wealth Chief Investment Office and third-party managers who design strategist portfolios.

Kenneth Kron is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 designations and over 23 years of industry experience. He has worked at Commonwealth since 2004 and is a partner at Mahoney Sabol & Co., LLP, a CPA firm. 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 provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, including positions at Connecticut College and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework with diversified investments and centralized due diligence.

Francis Carson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2005 to 2020. Carson serves as a board member of the Stratford Visiting Nurses Association, a nonprofit organization providing nursing care to patients and their families. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.

Matthew Coviello is a financial advisor with Commonwealth Financial Network in Cheshire, CT. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Commonwealth in 2026, he worked at Egidio Lennon Wealth Management, LLC starting in 2025. His background also includes several years in education at Central Connecticut State University, Pomperaug High School, and Rochambeau Middle School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Bartolotta Jr. is a CFP® with 22 years of experience, currently affiliated with Commonwealth Financial Network since 2016. He is the sole owner of Bartolotta Investment Co. LLC and conducts fixed insurance sales under CT Financial Partners. 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 over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Renee Bilodeau is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including CT Financial Partners, Johndrow Wealth Management, and Lincoln Financial Distributors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, operations, technology, investment management, and compliance support, enabling affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Kimberly Flynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of experience in the industry. She has worked at Private Advisor Group and LPL Financial since 2018 and has prior experience at Fazzino Auto Parts and Bryant University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that utilizes various investment strategies and third-party managers to tailor solutions aligned with client goals and risk tolerances.

Colin Murray is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life. He also has experience in insurance sales, advising on life, health, long-term care, and Medicare insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing both in-house and third-party solutions alongside centralized due diligence and technology platforms.

Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

James Ebert is a financial advisor with Commonwealth Financial Network, holding a Series 65 license and eight years of industry experience. His prior roles include positions at Renbrook School, Financial Planning Suite, Inc., and Yale University. Outside of advisory work, he is co-owner of Pendleton Capital Partners, LLC, a firm focused on commercial and residential real estate in Greenville, SC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Leo Beauregard is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at American Portfolios and infinex Investments, Inc. OSAIC Institutions, Inc. serves 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 with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Michael Ciccarelli is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Merrill and Wells Fargo Advisors. Outside of financial services, he has worked in the hospitality sector, including at Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and custodial services, supporting various investment strategies through both internally managed models and external platforms.