Michael Lepore Jr. is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Lepore is based in West Hartford, CT. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Kenneth Sarpu is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2016. Outside of his advisory role, he coaches youth basketball and serves as Basketball Director for the Central Connecticut Deanery/Vicariate under the Archdiocese of Hartford. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients, including individuals, families, trusts, and institutional sponsors. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs and also offers brokerage, financial planning, and consulting services.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial. He previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Fidelity. Outside of his advisory work, he has a minor role assisting his wife in her marketing and business development ventures for non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm employs a variety of investment strategies and offers family office services, retirement plan management, and affiliated tax advisory capabilities.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Infinex Investments, Inc. since 2014. Outside of his advisory role, he is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved with Stoggy Hollow, a restaurant business. OSAIC Institutions, Inc. serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives, offering discretionary and non-discretionary management, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Timothy Alston is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior experience includes positions at TIAA-CREF and Planet Home Lending. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robert Black is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds a Series 63 designation and has been with Janney since 2013. Outside of his advisory role, he is an investor in a real estate company that focuses on the restoration and flipping of privately owned homes. 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, estates, corporations, retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Christopher Macpherson is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He has held positions at Merrill and Bank of America prior to joining Janney in 2017. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large 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, and various advisory programs.

Matthew Loitz is a CFP® with 31 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large 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 through a range of brokerage, financial planning, and advisory services.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Nicholas Russillo Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2007. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments. In this role, she is responsible for delivering customer service and leading her team through coaching, feedback, and recognition. She focuses on creating a workplace culture that empowers and motivates her team members to achieve their potential. Basia's professional experience includes positions at Fidelity Investments such as Client Services Team Leader, OBTL, and CRM, as well as roles at Fairbanks Wealth Management and Janney Montgomery Scott, where she served as an Account Executive and Assistant Branch Manager respectively. This background reflects her broad experience in financial services and leadership. Outside of her professional career, Basia enjoys activities such as cooking and baking, fitness, spending time with pets, reading, and traveling.

Rachel Sorrentino is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2022. Her prior experience includes roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she has worked as a driver for transportation services with Lyft and Uber. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at Merrill from 2004 to 2017 before joining LPL Financial in 2017. Lori is also a commissioned notary public for the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

William Cholawa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services for 10 years before joining Merrill in 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julio Hernandez Achury is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Restoration 1 of Fairfield County for four years and held positions at Newtown High School and Liceo Matovelle. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and research resources.

Jeffrey Candelora is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Marketsource and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with specialized capabilities such as commodity pool operations and formal advisory roles to multiple registered investment companies.

Matthew Mardirosian is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2023. He holds a Series 66 designation and is based in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, market-making activities, and affiliated lending programs.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent for five years. Leopold also operates a tax preparation and non-variable insurance business under the name Leopold Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors using various investment strategies and technology tools.