Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Securities America Inc., Riverside Wealth Management, and Cetera Financial Specialists LLC. He serves as chairman of the City of Bristol Retirement Board and holds board and treasury roles with the Central CT Chamber of Commerce and The West Cemetery Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and employs a range of investment strategies and asset types, managing approximately $2.4 billion across 37 advisors.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, Cetera Advisor Networks, and Robert Hensley and Associates. Outside of her advisory work, she is involved as a riding instructor at Spirithorse Therapeutic Riding Center and serves on the investment committee of the Chrysalis Center, a nonprofit organization. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, with quarterly reviews and access to institutional platforms and third-party managers.

Angelo Pietri is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with infinex Investments, Inc. since 2015. Outside of his advisory role, he assists with a photography business co-founded by his spouse and conducts financial education seminars. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Hornor Townsend & KTNE Inc since 2016 and with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, including life, accident, health, disability, long-term care, and annuity products, and conducts comprehensive student loan portfolio reviews for recent college graduates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Adrian Andreotta is a CFP® with 14 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has previously worked at Infinex Investments, LPL Financial, and multiple Wells Fargo entities. Outside of financial advising, he is a charter fishing boat captain and owner, a role he plans to begin in 2025. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm’s approach includes customized financial planning, access to alternative investments, and a predominance of non-discretionary assets under management.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at Monte Financial Group, LLC and Travelers Insurance, and has a Series 65 credential. 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 employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and charitable advisory.

Emily Burr is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has worked with Kestra since 2003, serving in advisory roles at both Kestra Investment Services, LLC and Kestra Advisory. Outside of her advisory work, she consults on compliance and plan design features for clients through TR Paul Inc. 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, employee education, and advisor-managed accounts, supporting clients such as sovereign wealth funds and large institutional investors.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Kulik is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, utilizing a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jean Delbuono is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Infinex Investments, Inc., Charles Schwab, and Yale University. 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 a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary asset management.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles to construct client portfolios and acts as a qualified custodian for client assets.

Lorna Barham is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has held positions at firms including Pershing LLC, People's United Advisors, Inc., and Symmetry Partners, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who employ diverse investment strategies and offers portfolio management through various account types and sub-advisers.

James Munro is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, as well as AXA Advisors from 2016 to 2018. He is also the owner of Munro Wealth Management, LLC. 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 wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.