Montgomery Bradley is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a part-time seasonal rental property in Gouldsboro, ME. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he has been involved with Abbotts Lobster in the Rough since 2020. Janney Montgomery Scott LLC serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs. The firm manages approximately $110 billion in assets and combines in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Christopher Aldrich is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has previous experience with LPL Financial and Axa Advisors, LLC. Aldrich is also involved in owning and managing private business entities unrelated to his advisory work. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with both internally managed and third-party recommended strategies.

Stanley Kesilewski III is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at TAL Education Group and Gilt Leaf Games. Outside of his advisory work, he serves as a Unit Field Trainer at Bankers Life and Casualty, where he recruits and trains insurance agents, and he is also a trustee for his family’s trust. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Matthew Carney serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2017. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, focusing on areas including executive compensation, equity compensation services, family wealth management strategies, and socially responsible investing. His approach emphasizes personalized financial planning and clear communication to help clients understand their current financial situation and align their strategies with their long-term goals. Matthew holds a Bachelor's degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During his time at St. Mary's, he was a member of the men's varsity lacrosse team and participated in the student-athlete advisor committee, leading community service events and fundraisers for local nonprofits. Outside his professional role, Matthew remains active in alumni associations for St. Mary's lacrosse and The Potomac School. He contributes to community involvement through events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Matthew resides in Washington, DC, and enjoys traveling, attending concerts, and spending time with his family.

Jonas Regondola is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. His background includes roles at Bankers Life & Casualty, Inc., as well as work outside financial services in retail and hospitality sectors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

James Elliott is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Chelsea Groton Bank, Infinex Investments, Bank Rhode Island, and Commonwealth Financial Network. 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 with brokerage services, financial planning, consulting, and multiple advisory programs, employing both in-house and third-party portfolio management.

Justin Staub is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2021 and prior experience at Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Kevin Agan Jr. is a financial professional with Bankers Life Advisory Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked in related roles at Bankers Life Securities, Bankers Life & Casualty, and S&S Worldwide. Outside of his advisory work, he owns Agan Financials LLC, a business involved in home renovation and rental property management in Connecticut. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Joshua Morton is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has been in the industry since 2024, with prior experience that includes roles in financial services and hospitality. Outside of advising, he has worked as a server and bartender at a restaurant and bar in Essex, CT. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Paulette Retsinas is a CFP® with 40 years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked at Chelsea Groton Savings Bank and infinex Investments, Inc. since 2006. Outside of her advisory role, she is involved in the distribution of essential oils through Young Living. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on primarily non-discretionary assets.

Holly Hedde is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at MassMutual Life Insurance, Janney Montgomery Scott, and Merrill. Outside of her advisory work, she assists with property management for a seasonal rental in Stonington, CT. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

James Thomas is a financial advisor at OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2013, he has been associated with infinex Investments, Inc. Osaic Institutions serves individuals, including high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory and brokerage services, utilizing both fundamental and technical analysis, and provides access to alternative investments and lending solutions through platforms such as CAIS and CapitalHub.

Richard La Saracina is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Mohegan Sun and Dodd Stadium. In addition to his advisory role, he is an insurance agent appointed with Bankers Life & Casualty, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis in its investment process.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, he is a board member and chairman of Farmers Cow Development Corp., a company involved in franchising a regional food brand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Samuel Sweitzer is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Mary Neary is a financial advisor at Citizens Securities, Inc. in Montville, CT, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked with several firms including Wells Fargo Clearing, Cetera Investment Services, and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program using ETF-based portfolios managed through proprietary algorithms and also operates as a broker-dealer and insurance agency.

Corbin Couture is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Securities America, Inc. since 2019, following six years at Infinex Investments, Inc. In addition to advisory work, he is involved in insurance sales. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm primarily delivers these services through a large network of investment adviser representatives who utilize a combination of fundamental and technical analysis, asset allocation, and third-party due diligence.

Branden Findeisen is a financial advisor at SPC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SPC since 2011 and Parkland Securities since 2014. Outside of his advisory role, he serves as co-trustee of two family trusts benefiting minor children and operates as an independent insurance agent focusing on life, health, and fixed index annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Kelly Gorreck is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds the Series 66 designation and has worked at several First Command entities since 2018, as well as DHPC Technologies prior to that. Gorreck is the owner of KG Services LLC, which serves as the tax and liability protection vehicle for her financial advisory role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.