Andrew Convery is a CFP®-certified financial advisor at Commonwealth Financial Network with four years of industry experience. He previously worked at CIBC, Pathstone, Charles Schwab, Merrill, and other firms. 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, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Charles Lee is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 21 years of industry experience. His prior work includes roles at Morgan Stanley and Banc of America Investment Services. In addition to his advisory work, he is a licensed agent with Bankers Life & Casualty, assisting clients with Medicare, life, and long-term care 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 consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

Randall Macgovern is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glastonbury, CT. He holds a Series 63 designation and has 35 years of industry experience, including 19 years at Equity Services. Outside of his advisory role, he is involved in insurance sales and holds responsibilities as an investment-related agent at Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with both discretionary and non-discretionary client programs.

Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.

Elise Casey is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. She began her industry career in 2025 following her studies at Trinity College. Prior to entering financial services, she was involved with Student Avon for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Robert Del Buono Jr. is a CFP® with 40 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. Prior to this, he worked at Freedom Financial Services for 35 years. Outside of his advisory role, he is involved in managing commercial real estate through Tunxis LLC and related partnerships. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving around 14,700 clients with approximately $3.33 billion in assets under management.

John Greer Jr. is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including long tenures at Northwestern Mutual affiliated companies from 1976 to 2019 and subsequent roles at LPL Financial and Private Advisor Group since 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Thomas Curtin is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing multiple strategies and platform partnerships, and is noted for its scale and access to institutional clients.

Robert Tubridy Jr. is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Commonwealth and CT Financial Partners since 2016. Outside of advising, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Amy Henley is a financial advisor with Voya Financial Advisors, Inc., holding Series 66, Series 65, and Series 63 licenses and bringing 31 years of industry experience. She has been with various Voya entities since 2014 and previously worked at Directed Services LLC from 2010 to 2017. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists with technology-enabled tools to support client recommendations, operating primarily on a non-discretionary basis with some discretionary management options.

Seth Renaud is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has served as co-owner and president of Omnica Wealth, LLC, where he dedicates full time to securities, advisory, and insurance business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Elizabeth Debassio is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the PFS™ designation and has previously worked at Connecticut Wealth Management, LLC and Marcum Wealth Management, LLC. She operates under the business name WP Financial within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies, leveraging proprietary and third-party investment platforms.

Christopher Cleland is a CFP® professional with 22 years of industry experience. He is currently with Integrity Alliance, LLC and has previously worked at American Senior Benefits, Lincoln Investment, and several other firms. He is also involved in fixed insurance sales and strategy design through American Senior Benefits. Integrity Alliance operates as a large advisory network serving individual investors, corporations, and qualified retirement plans, offering a range of investment management and financial planning services with a variety of allocation approaches and third-party manager options.

Ross Abbott is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2017, previously spending six years with Voya Financial Advisors. Abbott serves as treasurer for Westwood Bay, Inc., an association managing a group of lakeside cottages on Lake Winnipesaukee in New Hampshire. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers customized and model-based portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund sponsored by Charityvest.

Thomas Filomeno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 15 years of industry experience. His prior roles include positions at Marcum Wealth, LLC and Marcum, LLP, and he serves as Managing Director at CBIZ, Inc., advising clients on tax matters. Filomeno also holds treasurer roles with the CT Tooling & Machining Association, Inc. and the SARA-SEA Association, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Joshua Nunez is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Before joining Empower Financial Services in 2024, he worked in various roles outside the financial industry, including positions at ASPLUNDH Tree Experts and Ray's Tree Service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

John Chipelo is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 20 years of industry experience. He has been with Infinex Investments since 2014. 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 provides customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Donna Mcandrew is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Voya Financial and its affiliates since 2006, with a brief tenure at Merrill in 2006. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of representatives, using a mix of in-house and external strategies with both discretionary and non-discretionary account management.

Scott Kieper is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with these firms since 2014. Outside of his advisory work, he serves as a director for The Life Farm Company, a nonprofit focused on providing activities for children and seniors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions with access to proprietary and third-party programs.