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.

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® professional with 41 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 financial advisory role, she is involved in the distribution of essential oils with Young Living. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and combines adviser and broker-dealer functions through a hybrid structure with a focus on delegated investment management and a broad range of service offerings.

Holly Hedde is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Company, Mass Mutual Investors Services, Janney Montgomery Scott, Merrill, LPL Financial, and Remote Advisor Resources. Outside of her advisory role, she assists with seasonal property management for a rental property in Stonington, CT. 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 representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

James Thomas is a financial advisor with 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, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining a hybrid adviser and broker-dealer structure with access to alternative investments and a lending marketplace.

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.

Corbin Couture is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Securities America Advisors and Securities America, Inc. since 2019 and previously at Infinex Investments, Inc. from 2013 to 2019. In addition to his advisory role, he is involved in insurance sales. 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 and a model that delegates investment analysis and account management to its representatives.

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 eight years of industry experience. She holds the Series 66 designation and has worked exclusively within the First Command family of companies since 2018. Outside of her advisory role, Gorreck owns and operates KG Services LLC, which serves as the tax and liability protection entity for her financial advisory business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

James Carney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has led Carney Financial Group as president since 2005 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, and comprehensive adviser support services.

Mitchell Glicksman is a CFP® professional with 28 years of industry experience, currently serving at Kestra Advisory since 2025. Prior to joining Kestra, he spent 21 years at Commonwealth Financial Network. He is a member of Evergreen Financial Associates, LLC, an entity through which he conducts his securities and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting large institutional investors with a variety of third-party managed solutions and complex investment products.

Raquel Torres is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, she worked in various roles across sectors including education at Chaminade University of Honolulu and real estate with Zillow. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Michael Berling is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual and its affiliates since 2016, and previously spent 15 years at MetLife Securities and Metropolitan Life Insurance. Berling is also the managing partner and owner of Berling & Associates. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses software-driven analysis to develop written recommendations and offers specialized planning programs including divorce and estate-settlement planning.

Jacquelin Rossi is a financial advisor with Merrill in Mystic, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, she is also employed as a retail associate at TJ Maxx. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Mondello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology solutions.

Ryan Pellegrini is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial since 2023 and previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini is also involved with Doherty Financial Services, LLC, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leah Goldenthal is a financial advisor at Stifel with seven years of industry experience. She has held positions at Stifel since 2018, as well as roles at GroupeConnect and Digitas prior to that. She holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.