Andrew Lawson is a CFP® with 13 years of industry experience, currently affiliated with Janney Montgomery Scott in West Hartford, CT. He 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.

Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. 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 assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ryan Howard is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and MassMutual Life Insurance Company. His background includes roles outside of financial services, such as positions at WoodnTap and Harry's Place. Key Investment Services LLC serves individuals, including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Michael Lepore Jr. is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at The Colony Group, LLC since 2024 and has been associated with GYL Financial Synergies, LLC since 2016. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with consultant-derived capital market assumptions and third-party managers.

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®-certified financial advisor with 21 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he provides occasional financial and business guidance to his wife's marketing and business development firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, using various investment strategies across discretionary and non-discretionary accounts.

Carol Beloin is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Edward Jones, and various positions in insurance and real estate. She is also involved in fixed insurance sales, dedicating less than 10% of her time to this activity during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tyler Eppich is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Wells Fargo Bank, N.A., and has been associated with Private Advisor Group, LPL Financial, and StoneCastle Consulting since 2021. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and strategic partnerships with custodians and third-party asset managers to tailor investment solutions to client objectives.

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.

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 28 years of experience in the financial services industry. She is currently with RBC Capital Markets and has held prior roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she is active as a driver for ride-sharing services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment and advisory programs utilizing both in-house and third-party managers, with capabilities in discretionary portfolio management, financial planning, and integrated capital markets services.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Merrill for 13 years before joining LPL Financial in 2017. In addition to her advisory role, she is a commissioned notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies through proprietary and third-party research.

William Cholawa is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, 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.