Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has previously worked with Certified Financial Services. Outside of her financial advisory role, she performs as a cantor at Saint Patrick’s Church and is involved in a family music group, KC Sisters, as a performer and owner of a music publishing company. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning tools.

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.

Vincent Feijoo Jr. is a CFP® professional with 26 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, retirement and plan consulting, and access to various investment products through both internal and third-party managers.

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.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.

Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

David Maikowski is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 30 years with Infinex Investments, Inc. Outside of his advisory work, he is involved in farming, specifically buying, raising, and selling cattle. 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, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

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.

Morris Mete is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Guardian Life since 2013. His prior experience includes roles at MSI Financial Services, Inc. and PRUCO Securities, LLC. Outside of his advisory career, he officiates high school football games. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm offers customized financial planning and investment strategies using both proprietary and third-party platforms, with access to insurance products and alternative investments.

John Grosso is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Commonwealth and Egidio Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Jessica Grillo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Egidio Assante Wealth Management, LLC since 2012 and has been affiliated with Commonwealth Financial Network since 2008. Grillo also spends a small portion of her time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with a range of investment program options and discretionary model portfolios managed by its Investment Management and Research team.

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.

David Richardson is a CFP® with two years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Sanctuary Securities, Inc., Barnum Financial Group, and positions in education at Bryant University and St. Paul Catholic High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Eduardo Vela is a ChFC® with 20 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as Ameritas Investment Company and PRUCO Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, along with integrated insurance and alternative investment options.

Richard Rustic is a CFP® professional with over 42 years of industry experience, currently serving at Commonwealth Financial Network since 2002. He is co-owner of Federal Hill Financial, LLC, an investment-related business based in Bristol, CT. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Danielle Houle is a CFP® professional with 14 years of experience in financial advising. She is currently with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC, having previously worked at LPL Financial and Webster Investments. Outside of advisory work, she owns Effet Papillon, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management resources.

Marc Michalak is a CFP®-designated financial advisor with Guardian Life, where he has worked since 1997, accumulating 30 years of industry experience. His career has been focused within Guardian Life and its affiliated entities. Outside of his primary role, he is involved with Physicians Wealth Strategies LLC, a non-investment-related business affiliated with his Guardian and Park Avenue activities. Guardian Life's Park Avenue® Wealth Management offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.

William Coe is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Haven Savings Bank since 1987, as well as at Infinex Investments, Inc. and Thomaston Savings Bank/CTAS since 1996. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice in discretionary authority and a distribution approach involving third-party promoters.

Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside access to insurance products and alternative investments.