Shane Edmond is a CFA® charterholder and a registered investment advisor with Bolton Securities Corporation, bringing seven years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2018 and 2019 respectively, and also provides business development for STRAD Software, a professional practice software company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized portfolio management through a network of independent advisers, employing a primarily long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Daniel Jonker is a financial advisor at Summit Financial, LLC with 29 years of industry experience. His background includes roles at JPMorgan Chase Bank and Fieldpoint Private Securities. He refers clients to Fieldpoint Private Bank for lending services as an ancillary activity. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across various programs and supports customization through third-party managers and held-away account management.

Jose Da Cruz is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Merrill. Outside of his advisory work, he is an adjunct professor at the Ancell School of Business at Western Connecticut State University and serves on the mission ministry committee of the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction and offers a range of discretionary and non-discretionary management strategies, including the use of third-party money managers and financial planning services.

Kevin Barletta is a financial advisor with International Assets Investment Management, LLC and International Assets Advisory, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to his current roles since 2021, he worked at Royal Alliance Associates and LPL Financial. Outside of advisory services, he is a passive investor in the Dig Inn restaurant chain. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and offers additional services including financial planning and third-party manager referrals.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Walter Murphy is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calamos Financial Services LLC, Calamos Wealth Management LLC, and Charles Schwab. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, trustee services, and ERISA retirement plan advisory, managing accounts with an emphasis on multi-asset diversification and the use of third-party sub-advisers when appropriate.

Jeffrey Polanco is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2013 to 2021. At Fortis, he also engages in fixed insurance sales. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Ricardo Balmaseda is a CFP® professional with 44 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. The firm serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. Benjamin F. Edwards provides a range of investment advisory and financial planning services through consolidated discretionary and non-discretionary wrap programs that utilize both in-house and third-party managed strategies.

Antonio Piccolino is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, LPL Financial, Sterling National Bank, Citigroup, CCO Investment Services, M&T Securities, and HSBC Securities. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and more than 47 years of industry experience. He has been with Commonwealth since 2002 and also co-owns Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of his advisory roles, Bailey serves as a co-trustee for client trusts and acts as an executor for client estates. 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 wide range of advisory support services, including managed account programs, access to third-party asset managers, and comprehensive back-office functions.

John Valiska Jr. is a financial advisor with Money Concepts Capital Corp in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Money Concepts since 1995 and concurrently holds long-term roles at Raiffeisen Zentralbank Österreich AG, Oesterreichische Landerbank, and Altschuler Tellkamp Agency. Outside of his advisory work, he serves as a board member and director for Musicals At Richter, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Nicolas Dufresne is a financial advisor at HSBC Securities (USA) Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley. Outside of his advisory role, he is the owner of a real estate condo property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions supported by a multi-profile asset allocation and fund due diligence process.

Ralph Yovane is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with services including consulting, retirement planning, and financial planning.

Mark Rader is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Bailey & Beatty Financial Services and Commonwealth Financial Network since 2005. Outside of his advisory role, he is involved in selling fixed insurance products. 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 services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Jack Woods is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth and Bailey & Beatty Financial Services, LLC in 2024, he studied at the University of Maryland and Bryant University. 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 around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Philip Salo is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Laurie Ham is a CFP® professional with 20 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Triad Advisors Inc, and Reby Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.