Nicholas Holmes is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and has six years of industry experience. He has worked within the Bankers Life affiliated companies since 2018 and previously spent two years at Mohegan Sun. Outside his advisory role, he is involved in recruiting and training insurance agents and is appointed to write various insurance products. 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 services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolio strategies aligned with clients’ goals and risk tolerances.

Robert Fiocco is a CFP® with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and Somerset Hills Wealth Management. He has been with both firms since 2013. Fiocco is also registered as an agent for fixed insurance sales under Somerset Hills Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to its affiliated advisors.

Jeffrey Segal is a CFP® with 37 years of industry experience, affiliated with Commonwealth Financial Network in New London, CT. He has been a co-owner and advisor at Omnica Wealth since 1999. Outside of his advisory work, he is also a race car driver and instructor. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting advisors in portfolio implementation through both internal and external resources.

Chad Berry is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney in 2025, he held roles at Fidelity Investments, Bank of America, Merrill, and other organizations. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Mitchel Raudat is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and two years of industry experience. He has previously worked at LPL Financial and Canoga Wealth Management, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with manager selection and uses multiple investment strategies supported by technology platforms and third-party managers.

Vincent Crudo is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 12 years before joining Janney in 2019. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Scott Trevethan is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney since 2019, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-time tennis instructor and a professional pickleball player, owning and managing teams in senior professional pickleball leagues. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

John Raudat is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Private Advisor Group and LPL Financial since 2011, following prior roles at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Outside of advisory work, he is involved in automobile racing as a team owner, racing driver, spokesman, and driving coach. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, utilizing both discretionary and non-discretionary approaches, technology platforms, and diverse investment strategies often implemented through third-party managers and TAMPs.

Roan Sullivan is a financial advisor with Kestra Advisory Services LLC who holds a Series 66 designation and has three years of industry experience. Prior to joining Kestra, he was associated with Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, Sullivan owns Apres Ski, LLC, a private entity established to create a dating app. 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, serving large institutional investors and managing approximately $79.8 billion in assets.

Thomas Vorio is a CFP® professional with nine years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MW Financial, and Northwestern Mutual in various capacities. He serves as a power of attorney successor for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms as well as managed accounts, and it operates as a broker-dealer and insurance agency.

Stephen Norton is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial and Saybrook Wealth Group. He is the owner of Ableplanning.com, an online service providing special needs planning to families and individuals. MAI Capital Management offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of customized portfolio strategies and provides both advisory and product-sponsor roles, managing substantial assets and affiliated private investment vehicles.

Mark Kiniry is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and 39 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Alps Fund Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brittany Scherer is a financial advisor with Kestra Advisory in Waterford, CT, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, Stratos Wealth Partners, Mass Mutual Investors Services, and Barnum Wealth Management. Outside of advisory work, she holds a real estate license but is not actively selling. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a supervisory framework.

George Coleman is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. He previously served 28 years in the US Army and has worked in cybersecurity and consulting roles supporting military-related contracts. Outside of his advisory work, he co-owns a yoga instruction business with his wife. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm manages portfolios through a centralized Investment Management Team and Wealth Portfolio Managers, offering discretionary asset management and a selection of model portfolios using mutual funds, ETFs, and third-party managers.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kathryn Genovese is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citizens Securities, Inc. from 2016 to 2024. Outside of her advisory role, she serves as Girls Coordinator and a board member for CT River Lacrosse in Old Lyme, CT. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Frank Abel IV is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Commonwealth Financial Network since 2011 and has been with The Ferrucci Company since 1999. Outside of advisory services, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

David Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and has also been involved with Ferrucci Financial Services Corp since 1996. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers customizable investment solutions and model portfolios managed by its Investment Management and Research team.

Christopher Aldrich is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has previous experience with LPL Financial and Axa Advisors, LLC. Aldrich is also involved in owning and managing private business entities unrelated to his advisory work. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with both internally managed and third-party recommended strategies.

Donna Judge is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.