Daniel Dibuono is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2017 before joining Commonwealth in 2017. Outside of advisory work, he is a co-owner of Bailey & Beatty Financial, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support, enabling advisors to construct portfolios using various securities and insurance products while providing access to discretionary model portfolios managed by its Investment Management and Research team.

John Smoot Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 63 designation and 26 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously spent 13 years at Lincoln Financial Advisors Corp. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term approach while managing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Nicholas Foci is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His work background includes roles at Citi and Northwestern Mutual, as well as employment in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and unique market roles.

Sebastian Bermeo is a CFP® professional with five years of industry experience currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Mint Global Markets Inc/SPEEDTRADER, and Wealth Enhancement Brokerage Services. Outside of his advisory duties, he has worked as a server in the hospitality industry. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Patrice Borgese is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Advisors Corporation. Borgese is involved in non-variable insurance activities in addition to her advisory role. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jeremy Falcone is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and NBT Bank N. A. His career includes multiple periods at Key Investment Services, totaling eight years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and maintains connections with KeyBank and KeyBanc Capital Markets.

George Koeltl is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors Inc and Reby Advisors, LLC. He operates out of Danbury, CT. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Kristina Teneyck is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. Outside of her advisory role, she is a member and 33% owner of Prosperity, LLC, an entity involved in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Robert Pysk is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michele Blanchard is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2005. She holds the Series 66 designation and is based in Danbury, CT. Michele is a partner and co-owner of Prosperity, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers various program structures and discretionary model portfolios while delivering technology, compliance, and practice-management resources to its affiliated advisors.

Christopher Kachur is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Kachur has been with Benjamin F. Edwards & Co since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a broad range of services including fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, with a range of model strategies monitored by an Investment Strategy Committee.

Donald Henry is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors with both brokerage and advisory solutions.

Jason Murtagh is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Enterprise in 2026, he worked with NYLIFE Securities LLC and New York Life Insurance from 2022 to 2026. In addition to his advisory role, he is employed as a police officer with the Town of Fishkill and serves as a teacher at Dutchess Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ralph Sgammato is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica since 2002 and previously worked at Hamilton Connections and ASML. Outside of advising, he serves as Operational Excellence Lead at Coca Cola Refreshment in Hartford, CT. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Hyman Glasman is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and TD Ameritrade. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs technologies such as machine learning in its investment approach.

Jon Laroche is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Cambridge since 2011. Outside of advising, he is active in Kiwanis International and provides strategic guidance and community relations support for the Danbury Area Salvation Army. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. Mass Mutual Investors Services is 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 offers a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual financial planning engagements.

Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including previous roles at FSC Securities. Taylor serves as a board member for the nonprofit Dream Come True of Western Connecticut and acts as treasurer and board member for the Danbury Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Lindner is a financial advisor with LPL Financial based in Brookfield, CT, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial and Webster Services Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.