Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles in education and community organizations. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at LPL Financial LLC, Waddell & Reed, Inc., and various insurance carriers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategists.

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.

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.

Amber Pinette is a Series 66-licensed financial advisor with nine years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has been with Infinex - Thomaston Financial Services since 2014. Outside of her advisory role, she volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves individuals, 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, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with decentralized account management.

Jessica Cafasso is a CFP® with 16 years of industry experience. She is currently affiliated with OSAIC Institutions, INC. and has previously worked at Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Wallie Feliciano is a financial advisor at OSAIC Institutions, INC. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc. since 2013. Outside of advisory work, he is involved in direct selling through a multilevel marketing company and serves on the board of the Wallingford Country Club. He also participates in the City Manager Search Committee for Meriden, CT, and is president of Caribbean Property Development Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and combines a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

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 at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked with Certified Financial Services and Park Avenue Securities. Outside of advising, he works as an independent contractor selling insurance products not affiliated with Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.

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 Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using in-house portfolio management and third-party strategists, supported by proprietary technology platforms and a range of investment strategies.

Troy Russillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He previously worked at MFS Fund Distributors, Inc. for six years before joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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® certificant with 16 years of experience in the financial services industry. He is affiliated with OSAIC Institutions, INC. and has held positions at Ion Bank, Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. 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 under a hybrid adviser/broker-dealer structure.

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.

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.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, among others. Outside of finance, he is involved with Curtain Transportation, a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides comprehensive brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. In addition to his advisory role, he is involved in fixed insurance sales. 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 about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Christopher Martinez is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is involved in insurance sales outside of those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice supported by Fidelity/NFS custody and execution services.