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 licenses and bringing 34 years of industry experience. He previously worked at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, Citizens Securities, CUNA Brokerage Services, and Quick & Reilly. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

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 at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation. In addition to his advisory role, Morton has worked in the restaurant and bar industry as a server and bartender. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of programs utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Paulette Retsinas is a CFP® with over 40 years of experience in the financial industry. She is affiliated with OSAIC Institutions, INC. and has worked with Chelsea Groton Savings Bank and Infinex Investments, Inc. for the past 20 years, as well as Citizens Securities, Inc. for seven years prior. Outside of her financial advisory role, she is involved in the distribution of essential oils through Young Living. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model.

Holly Hedde is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at firms such as Janney Montgomery Scott, Merrill, Raymond James Financial, and Morgan Stanley. Outside of advisory work, she assists with seasonal property management at Hilltop Mystic Mansion in Stonington, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to multiple advisory program structures supported by centralized due diligence and technology tools.

William Beyer is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Foundations Investment Advisors LLC and Premium Planning Professionals since 2023 and previously spent 15 years at Bankers Life & Casualty and six years at Bankers Life Securities. Beyer is also president of Premier Planning Professionals, where he provides insurance and annuity solutions along with non-legal estate planning administrative services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, with services delivered through a large network of affiliated offices and representatives.

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. His career includes roles at Infinex Investments, Inc., Harvest Capital Advisors, LLC, and New England Securities. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that emphasizes firm supervision and client choice over discretionary authority.

Richard La Saracina is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Mohegan Sun, and Dodd Stadium. He is also licensed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley for one year before joining Hightower in 2010. Outside of advisory work, he serves as chairman of the board for Farmers Cow Development Corp., a company planning to franchise retail food stores nationally. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, and supports offerings including discretionary and non-discretionary portfolio management and retirement plan consulting.

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. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account investment options and operates as a broker-dealer and insurance agency.

Corbin Couture is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Securities America, Inc., Securities America Advisors, Infinex Investments, Inc., and Harvest Capital Advisors, LLC. Outside of advising, he is also 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 large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

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.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Allyson Baroni is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011, following a two-year tenure at Eaton Vance Management. Merrill, together 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 model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

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.