William Beyer is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent six years with Bankers Life Securities and 15 years with Bankers Life & Casualty. Outside of his advisory roles, Beyer serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions as well as non-legal estate planning administrative services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services, employing model portfolios and third-party sub-advisers while maintaining custodial relationships with Fidelity, Schwab, and Pershing.

Dennis Cadwell is a financial advisor with Essex Financial Services, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with Essex Financial Services since 2009 and is also a member and owner of Brierley, Cadwell & Possidente, LLC, a firm involved in accounting, tax preparation, and practice management. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, supplemented by stocks, bonds, private investments, and outside managers, with an internal due-diligence process and ongoing monitoring aligned with client objectives.

Gabriel Flugrad is a CFP® with three years of industry experience, currently serving at Essex Financial Services, Inc. He previously worked at Ameriprise and has experience outside finance in roles at Little House Brewing Company, Gateways Beyond International, and The Plum Tomato. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, utilizing diversified portfolios mainly composed of low-cost mutual funds and ETFs, supplemented by individual securities and private investments when appropriate.

Dixon Downey III is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently affiliated with Sound Income Strategies, LLC and Scranton Financial Group, with prior roles at firms including Wealth Enhancement Group and Ameriprise Financial Services. Downey serves as an investment trustee for multiple family trusts. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm’s approach includes customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary services.

Anthony Fortuna is a financial advisor at Essex Financial Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Essex Financial Services since 2011, following three years at The Leaders Group Inc. He is also an independent life insurance agent. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, and offers wealth management, financial planning, portfolio management, and retirement plan advisory services.

Peter Woolston is a financial advisor at The Burney Company with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative investment models with customized portfolio management and financial planning services.

Patricia Grady is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at Janney Montgomery Scott since 2019, previously holding roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she volunteers at the Ledyard Food Pantry in Connecticut, assisting with sorting and packaging food donations. 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, corporate sponsors, and municipal clients, offering financial planning, brokerage services, and multiple advisory programs.

Robbie Mercer is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Citizens Bank and Horace Mann Investors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment offerings. The firm emphasizes client-directed investment decisions with ongoing product due diligence and access to third-party discretionary managers.

Thomas Britt is a CFP® professional with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Benchmark Wealth Management, LLC, and Private Client Services, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, strategic factor tilts, regular rebalancing, and tax management.

Elisa Murray is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Lincoln Financial Securities, USI Consulting Group, and Allianz. Murray joined Janney Montgomery Scott in 2025. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Draines also serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under its ownership by Citizens Bank, N.A.

James Flynn is a CFP® professional with 26 years of industry experience. He is currently affiliated with Commonwealth Financial Network and is the owner of Mainsail Capital Management, LLC. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Bank of America. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, offering support in operations, trading, technology, investment management, compliance, and practice management.

Robert Hollmann is a CFP® professional affiliated with Kestra Advisory, with 36 years of industry experience. He has previously worked at Wells Fargo Advisors and LPL Financial among other firms. He is based in Essex, CT. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions within a supervisory framework.

Mary Anne Hartney is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and Merrill. Hartney has been with Janney Montgomery Scott since 2019. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Manly Church is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes ten years at UBS Financial Services, Inc. from 2012 to 2022 before joining Janney in 2022. 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, and offers brokerage, financial planning, consulting, and multiple advisory programs.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Key Investment Services, Ramah worked at J.P. Morgan Securities, Wells Fargo Bank, and United Bank. Outside of financial services, Ramah operates Miss Ramah LLC, a clothing business, and also works as a part-time driver for Uber and Lyft. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and brokerage products. The firm emphasizes client-directed investment decisions and ongoing monitoring, supported by a Product Due Diligence Committee and access to third-party discretionary managers.

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.

Samuel Greenfield is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in professional sailing events including the Australia SailGP Team, Volvo Ocean Race, and Oracle Team USA. Outside of finance, he is a freelance media producer, filmmaker, and photographer, with a personal business selling photography prints. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

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.