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 credentialed advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements and access to alternative investments, lending, and cash-management options. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer and adviser status.

Sabina Vegiard is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Infinex Investments, Inc. since 2020 and previously at Key Investment Services LLC from 2016 to 2019. Outside of advisory work, she provides notary public services to bank customers. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model 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. She has been with Infinex Investments, Inc. since 2004. Outside of her advisory role, she is involved with Accel Compliance, LLC, which focuses on insurance regulations and data entry. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm employs a combination of fundamental and technical analysis and offers access to alternative investments, lending, and cash-management solutions primarily through a network of investment adviser representatives.

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 at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ion Bank since 2019, where he serves as a vice president. His prior experience includes roles at Infinex Investments, United Bank, and Key Investment Services LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer structure with both discretionary and non-discretionary account management.

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 at NewEdge Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, and Twiage. Outside of his advisory work, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors serves a broad range of clients including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

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.

Spencer Le Claire is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Distributors, Inc. and Heritage Capital Advisors, LLC. Prior to his financial career, he held various roles at the University of Connecticut and Seager Marine. 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 broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.

Christopher Peters is a financial advisor with Janney Montgomery Scott in Glastonbury, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Peters is involved in charitable activities as the President of Go Hartford! Mayor Mike's Foundation for Kids, where he oversees fundraising and grant distribution. 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 and offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house and third-party portfolio management.

Philip Kolidas is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Key Investment Services LLC, having worked previously at Whitetip Investments for seven years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and conducting due diligence on advisory products.

James Kaufmann is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2011. Additionally, he is an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

James Stockman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Capital, Inc., Gwfs Equities, Inc., and Oppenheimerfunds. Outside of advising, he is involved in real estate as a landlord. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services implemented based on client risk profiles and available on discretionary or non-discretionary bases.

Kenneth Kron is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 65 credentials and over 23 years of industry experience. He has worked with Commonwealth Financial Network since 2004 and is a partner at Mahoney Sabol & Co., LLP, a CPA firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, having taught at the middle and high school levels as well as at Connecticut College. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio strategies.

Francis Carson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2005 to 2020. Carson serves as a board member of the Stratford Visiting Nurses Association, a nonprofit organization providing nursing care to patients and their families. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.