Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Jennifer Rowland is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Ion Bank (Naugatuck Savings Bank) since 2011 and infinex Investments, Inc. since 2007. In addition to her advisory roles, she serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to individual adviser representatives.

Christopher Lineberger is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Newtown Savings Bank, The Prudential Insurance Company of America, and Bankers Life. He is also involved in sales and marketing for Medicare planning through Cortes Benefit Consulting. 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 and maintains a hybrid adviser/broker-dealer structure that supports discretionary and non-discretionary investment management with access to alternative investments and lending solutions.

Stephen Nitz is a CFP® with 39 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes 17 years at Fairfield County Bank Corp and infinex Investments, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering diversified investment advisory and financial planning services through various portfolio management options and third-party manager selection.

Claens Bon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 10 years of industry experience. His work history includes multiple roles within Key Investment Services and KeyBank, as well as Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory career, he is a member of B & M Enterprise, LLC, involved in real estate property management. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation and manager-led strategist portfolios, with integration across KeyCorp affiliates offering additional financial services.

Conrad Tarte is a CFP®-designated financial advisor with over 45 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, Continental Nine Financial Management, and Grove Point Investments. Outside of his advisory work, he is the sole owner of Continental Nine Financial Management, providing fee-based investment advisory, tax preparation, and estate planning services. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs strategic asset allocation with a combination of active and passive management, utilizing both in-house and third-party models to tailor client investment strategies.

Bennet Thonakkaraparayil is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Mercer Global Advisors Inc. since 2019, following eight years at Regent Wealth Management Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach to create globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Nicholas Garofalo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Nationwide Financial, NSLLC, and New York Life. He is also an insurance agent specializing in fixed life and annuities, disability insurance, long-term care insurance, and group insurance benefits. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. for 38 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jessica Koch Chavez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Bailey & Beatty Financial Services, Mill Road Capital, Raymond James Financial Services Advisors, and Union Savings Bank. Outside of her advisory work, she provides support and hospitality for a racing team through Speed Sport Tuning. 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 roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services, supporting both discretionary and nondiscretionary investment approaches.

Michael Burke is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Sanctuary Advisors in 2025, he worked with Lido Advisors, LLC, Bank of America, and Merrill. He was also a professional freelance photographer from 2023 to 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers various portfolio management programs, retirement plan consulting, and access to third-party managed account platforms.

Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Voya since 2015. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management through a combination of in-house and external resources, utilizing technology-enabled tools to implement investment strategies that often involve client-approved non-discretionary arrangements.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor with Empower Advisory Group in Naugatuck, CT. He holds Series 63 and Series 66 credentials and has five years of experience in the industry. His prior experience includes roles at GWFS Equities Inc., Northwestern Mutual Investment Services, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and managed account solutions, operating within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, Uvest Financial Services Group, Inc., and Webster Investment Services, Inc. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing independent promoters.

Eric Goldstein is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Oxford, CT, holding a Series 66 designation and with 22 years of industry experience. He has worked at several firms including True North Financial Solutions, PRUCO Securities, LLC, and Ameritas Investment Company. Outside of his advisory role, Goldstein serves as a board member of a Chamber of Commerce network group and is an insurance agent. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.