Michael Ciccarelli is a CFP®-certified financial advisor with approximately four years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Merrill and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Tunxis Country Club and Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients, managing over $200 billion in assets. The firm offers a broad support platform, including managed-account programs, third-party asset manager access, and custody services.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.

Vincenzo Dastoli is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Global Portfolio Strategies, Inc., Prudential Investment Management Services, and The Prudential Insurance Company of America. He has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

James Collins Jr. is a CFP® with 20 years of industry experience, currently serving at OSAIC Institutions, INC. He has held positions at ION Bank, Infinex Investments, LPL Financial, and Webster Investment Services. Collins also holds a vice president role at ION Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services with a focus on customized financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and integrated network of investment adviser and broker-dealer representatives.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Michael Lane is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and Omnica Wealth since 2021. His prior roles include positions at TIAA, Fidelity, and Strategic Advisers, Inc. Lane is also involved in fixed insurance sales as a minor part of his professional activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, providing technology, compliance, and investment management resources to affiliated advisors who deliver customized portfolio solutions.

Jared Bloxsom is a CFP® and Series 66-registered financial advisor with 23 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Merrill for ten years. Janney Montgomery Scott LLC is a large 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 plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Joseph Covill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is the owner of JT Covill LLC, which facilitates securities business under the name CT Financial Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing a platform that enables advisors to construct portfolios using diverse securities and insurance products.

Jeffrey Bradanini is a financial advisor at Janney Montgomery Scott with five years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC for nine years. Bradanini serves on the boards of the Cystic Fibrosis Foundation of Connecticut, Friends of Yale New Haven Children's Hospital, and the Boys & Girls Club of Greater New Haven, each in volunteer leadership roles focused on engagement, fundraising, and oversight. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Lyle Gal is a Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. 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 a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Andrew Lawson is a CFP® with 13 years of industry experience, currently affiliated with Janney Montgomery Scott in West Hartford, CT. He has been with Janney Montgomery Scott since 2013. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.

Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. 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 clientele, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. 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 about $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Lepore Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at The Colony Group, LLC since 2024 and has been associated with GYL Financial Synergies, LLC since 2016. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with consultant-derived capital market assumptions and third-party managers.

Kenneth Sarpu is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2016. Outside of his advisory role, he coaches youth basketball and serves as Basketball Director for the Central Connecticut Deanery/Vicariate under the Archdiocese of Hartford. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients, including individuals, families, trusts, and institutional sponsors. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs and also offers brokerage, financial planning, and consulting services.

Brendan Kenny is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he provides occasional financial and business guidance to his wife's marketing and business development firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, using various investment strategies across discretionary and non-discretionary accounts.

Tyler Eppich is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Wells Fargo Bank, N.A., and has been associated with Private Advisor Group, LPL Financial, and StoneCastle Consulting since 2021. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and strategic partnerships with custodians and third-party asset managers to tailor investment solutions to client objectives.

Robert Ellsworth is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Infinex Investments, Inc. since 2014 and is involved in the restaurant business as a member of Stoggy Hollow. Ellsworth also serves on the Eastford Board of Education, where he is a board member and facilities chair. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services tailored through customized engagements. The firm is noted for its predominantly non-discretionary assets and its combined broker-dealer and adviser status, which supports a variety of financial solutions including alternative investments and lending options.

Timothy Alston is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes eight years at TIAA-CREF and TIAA, as well as a role at Planet Home Lending through Robert Half. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Black is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds a Series 63 designation and has been with Janney since 2013. Outside of his advisory role, he is an investor in a real estate company that focuses on the restoration and flipping of privately owned homes. 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 clientele including individuals, families, trusts, estates, corporations, retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.