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.

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.

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.

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 with Citizens Securities, Inc. in Mystic, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held various roles within Citizens Bank and Citizens Securities since 2015. Outside of his advisory work, Mendes is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Ali Dabiri is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at infinex Investments, Inc. for 24 years before joining Chelsea Groton Bank and OSAIC Institutions in 2024. He currently serves as a vice president at Chelsea Groton Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm emphasizes non-discretionary asset management and offers access to alternative investments, lending, and cash-management options through a network of investment adviser representatives.

Mitchell La Flam is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Chelsea Groton Bank, Eagle Strategies (NY Life), NY Life Securities LLC, and New York Life Insurance Company. Prior to his advisory career, he spent several years at Castleton University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Garrett Hofer is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at UBS Financial Services. Outside of his advisory role, he volunteers as a coach and secretary for the Shoreline Spartans Youth Rugby team. 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 range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various managed account programs.

Beau O Brien is a CFP® professional with five years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked in various roles including co-hosting the Retirement, Life and Investment Radio Show since 2023. Prior to joining Independent Financial Group, he held positions at Undertone, Intersection, LittleThings, and NBC Sport. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to tailor strategies across multiple risk profiles.

Jennifer Eastbourne is a Series 66 credentialed financial advisor with 16 years of industry experience. She has been affiliated with Chelsea Groton Bank and OSAIC Institutions, Inc. for the past 13 years. At Chelsea Groton Bank, she holds the position of Team Manager and First Vice President since 2023. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, third-party managers, and alternative investment platforms.

Brittany Scherer is a financial advisor with Kestra Advisory in Waterford, CT, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, Stratos Wealth Partners, Mass Mutual Investors Services, and Barnum Wealth Management. Outside of advisory work, she holds a real estate license but is not actively selling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Leonard serves as President of the Board for the Slopeside Village Condominium Association in Killington, Vermont. 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, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

George Coleman is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. He previously served 28 years in the US Army and has worked in cybersecurity and consulting roles supporting military-related contracts. Outside of his advisory work, he co-owns a yoga instruction business with his wife. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm manages portfolios through a centralized Investment Management Team and Wealth Portfolio Managers, offering discretionary asset management and a selection of model portfolios using mutual funds, ETFs, and third-party managers.

Lisa Cayer is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Janney Montgomery Scott, where she has been since 2017. Janney Montgomery Scott LLC is a 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, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.