William Beyer is a Series 66-licensed advisor with Foundations Investment Advisors LLC and has eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent over 15 years with Bankers Life & Casualty and its affiliated entities. Outside of his advisory role, he serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions along with administrative support related to estate planning. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through a large network of affiliated offices and investment adviser representatives.

Patricia Grady is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at Janney Montgomery Scott since 2019, previously holding roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she volunteers at the Ledyard Food Pantry in Connecticut, assisting with sorting and packaging food donations. 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 sponsors, and municipal clients, offering financial planning, brokerage services, and multiple advisory programs.

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Horace Mann Investors Inc. and Citizens Securities, Inc. Mercer is based in Old Saybrook, CT. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while leveraging its corporate affiliations within the KeyCorp group to provide integrated financial services.

Thomas Britt is a CFP® professional with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Benchmark Wealth Management, LLC, and Private Client Services, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, strategic factor tilts, regular rebalancing, and tax management.

Tricia Fiore is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and related entities for seven years and operates Tricia Fiore CPA, LLC, providing tax planning, preparation, bookkeeping, and payroll services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and custodial platforms.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both digital advisory portfolios and commission-based brokerage accounts, and it is wholly owned by Citizens Bank, N.A.

James Flynn is a CFP® professional with 26 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is the owner of Mainsail Capital Management, LLC. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Bank of America. 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, wealth management, and retirement plan consulting, offering support in operations, trading, technology, investment management, compliance, and practice management.

Jeffrey Sullivan is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Sullivan also serves as a director for AIM House and Bridge Entertainment, both on a voluntary basis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment options.

Manly Church is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes ten years at UBS Financial Services, Inc. from 2012 to 2022 before joining Janney in 2022. 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, and offers brokerage, financial planning, consulting, and multiple advisory programs.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes roles at J.P. Morgan Securities, Wells Fargo Bank, and KeyBank. Outside of advisory work, she owns Miss Ramah LLC, a clothing business, and works as a part-time driver for Uber and Lyft. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Nicholas Holmes is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and has six years of industry experience. He has worked within the Bankers Life affiliated companies since 2018 and previously spent two years at Mohegan Sun. Outside his advisory role, he is involved in recruiting and training insurance agents and is appointed to write various insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolio strategies aligned with clients’ goals and risk tolerances.

Samuel Greenfield is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in professional sailing events including the Australia SailGP Team, Volvo Ocean Race, and Oracle Team USA. Outside of finance, he is a freelance media producer, filmmaker, and photographer, with a personal business selling photography prints. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Jeffrey Segal is a CFP® with 37 years of industry experience, affiliated with Commonwealth Financial Network in New London, CT. He has been a co-owner and advisor at Omnica Wealth since 1999. Outside of his advisory work, he is also a race car driver and instructor. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting advisors in portfolio implementation through both internal and external resources.

Barry Saluk is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. Prior to that, he was employed with Bank of America and Merrill. Outside of his advisory role, he is active in the Mystic community as a member of the Rotary Club and serves on the board of St Edmunds Retreat. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Matthew O'Brien Jr. is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and seven years of industry experience. His prior firms include Northwestern Mutual Investment Services, William Gombatz, Edward Jones Investments, and New York Life Insurance. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Keith Mendes is a financial advisor at Citizens Securities, Inc. in Mystic, CT, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Citizens Bank and Citizens Securities in various roles since 2015. Outside of his advisory work, he is a notary since October 2023. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

Roan Sullivan is a financial advisor with Kestra Advisory Services LLC who holds a Series 66 designation and has three years of industry experience. Prior to joining Kestra, he was associated with Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, Sullivan owns Apres Ski, LLC, a private entity established to create a dating app. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Ali Dabiri is a financial advisor with Osaic Institutions, Inc. in Mystic, CT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Infinex Investments, Inc. for 24 years before joining Osaic and Chelsea Groton Bank, where he also serves as a vice president. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines a hybrid adviser and broker-dealer structure with a focus on customized advisory services, third-party asset management, and access to alternative investments and lending solutions.

Mitchell La Flam is a financial advisor at Osaic Institutions, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Eagle Strategies (NY Life), NY Life Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he was affiliated with Castleton University for six years. Osaic Institutions, Inc. serves individuals including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Stephen Norton is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial and Saybrook Wealth Group. He is the owner of Ableplanning.com, an online service providing special needs planning to families and individuals. MAI Capital Management offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of customized portfolio strategies and provides both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.