Richard Labriola Jr. is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at Ion Bank and Infinex Investments, Inc. since 2019 and worked at Key Investment Services LLC from 2016 to 2019. 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, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

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.

Troy Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and located in Vernon, CT. His prior experience includes roles at UBS, Morrissey Wealth Management, and involvement with Sacred Heart University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.

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.

Garrett Burns is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at NewEdge Advisors and also maintains roles at Nesso Accounting & Tax, LLC, and Nesso Wealth. In addition to his advisory work, he is a licensed insurance agent specializing in life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology-driven tools.

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Daniel Mancini is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at Empower Financial Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alexis Jankauskas is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he operates a mobile mixology business. 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 plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

John Tyrrell is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Commonwealth, he worked at Charles Schwab Co., Inc. He also spent three years involved with Restaurant Bricco. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Michael Ludwin is a Series 66 licensed advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He has worked at Infinex Investments, Inc. since 2013. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Sabina Vegiard is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc. and Key Investment Services LLC. Additionally, she serves as a Notary Public providing services to bank customers. 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 through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jennifer Campbell is a financial advisor with Osaic Institutions, Inc. She holds a Series 66 designation and has 20 years of industry experience. Campbell has been affiliated with Infinex Investments, Inc. since 2004. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a notable non-discretionary asset base and lending marketplace.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Raman Grover is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked with Ion Bank since 2019 and has held roles at Infinex Investments, Inc., United Bank, and Key Investment Services LLC. In addition to his advisory work, he serves as a Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to its representatives.

Michael Rabbitt is a CFP® professional with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes positions at Bank of America and Merrill. In addition to his advisory role, he sells insurance products as an independent agent through a separate business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, employing various analytical approaches and trading strategies to align with client objectives.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

James Beyer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life. Outside of his advisory work, he serves as a deacon at Faith Baptist Church, assisting church members in need. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.