Casey Morey is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, Morey held roles at Johndrow Wealth Management and J.P. Morgan Chase Private Bank. 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 client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC and LPL Financial LLC. His background also includes eight years at Lake Williams Resort. 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Elizabeth Derway is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 30 years at Coburn & Meredith, Inc. She provides administrative support to Integrated Wealth Concepts, an independent investment advisory firm. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Jessica Cafasso is a CFP® professional with 15 years of industry experience, currently serving at OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2019 and previously held roles at LPL Financial, LLC and Webster Bank. OSAIC Institutions serves individuals, including high-net-worth clients, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered primarily through a network of investment adviser representatives who use a combination of fundamental and technical analysis.

Evan Gilchrest is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Merrill for nine years. Outside of his advisory role, he coaches for the West Hartford Girls Softball League. Janney Montgomery Scott is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of advisory programs with a combination of in-house and third-party portfolio management.

Tyler Sadak is a financial advisor with Primerica Advisors holding a Series 66 designation and has recently entered the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an independent contractor selling insurance products not affiliated with Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Maryellen Gordon is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 29 years of industry experience. She has been with Voya since 2014. In addition to her advisory role, she operates as an independent insurance agent providing long-term care, life insurance, and annuities to clients. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through multiple program structures, focusing primarily on non-discretionary recommendation-based relationships.

Stephanie Slappendel Modean is a financial advisor at OSAIC Advisory Services, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Arbor Point Advisors, Securities America, and USI Consulting Group. She serves as a trustee for the First Presbyterian Church of Hartford, overseeing operations alongside other trustees without decision-making authority over funds. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers a range of services such as investment management and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

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 designations and bringing 14 years of industry experience. He has been with Voya Financial and its affiliate firm since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services across financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily offering recommendation-based advice through various program structures.

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.

Troy Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and located in Vernon, CT. His prior experience includes roles at UBS, Morrissey Wealth Management, and involvement with Sacred Heart University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Kevin Sugermeyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group Securities, Inc. among others. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within an online planning platform to support clients' retirement goals.

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 licenses and 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.