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®-certified financial advisor with 36 years of industry experience, currently affiliated with Kestra Advisory. His prior roles include positions at Wells Fargo Clearing and Private Advisor Group. Hollmann is based in Essex, CT. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Jeffrey Sullivan is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Sullivan also serves as a director for AIM House and Bridge Entertainment, both on a voluntary basis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment options.

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 credentials and seven years of industry experience. Prior to joining Key Investment Services and KeyBank in 2026, Ramah worked at J.P. Morgan Securities, Wells Fargo Bank, and Wells Fargo Clearing. Outside of advisory work, Ramah operates Miss Ramah LLC, a clothing business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies, ongoing monitoring, and third-party manager due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

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.

Barry Saluk is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Janney since 2016, following eight years at Merrill and fourteen years at Citigroup Global Markets. Saluk is involved in community activities as a member of the Rotary Club of Mystic and serves on the board of St Edmunds Retreat in Mystic, Connecticut. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through various managed programs and centralized asset management.

Matthew O'Brien Jr. is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual Investment Services and Edward Jones Investments. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory programs.

Keith Mendes is a financial advisor at Citizens Securities, Inc. in Mystic, CT, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Citizens Bank and Citizens Securities in various roles since 2015. Outside of his advisory work, he is a notary since October 2023. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

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.

Ali Dabiri is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Infinex Investments, Inc. for 24 years. He currently serves as Vice President at Chelsea Groton Bank. 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’s hybrid adviser/broker-dealer structure offers customized advisory services, including discretionary and non-discretionary account management, financial planning, and access to alternative investments and lending solutions.

Mitchell La Flam is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Eagle Strategies (NY Life), NY Life Securities LLC, and New York Life Insurance Company. Prior to his finance career, he spent six years at Castleton University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of 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 and various co-advisory and third-party manager arrangements.

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.

Garrett Hofer is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked previously at UBS Financial Services. Outside of his advisory role, he volunteers as a coach and secretary for the Shoreline Spartans Youth Rugby team. 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 range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various managed account programs.

Beau O Brien is a CFP® with five years of industry experience, currently serving as an advisor at Independent Financial Group, LLC. He co-hosts the Retirement, Life and Investment Radio Show, which broadcasts on Full Power Radio 94.9fm in Ledyard, CT. His prior work includes roles at Undertone, Intersection, LittleThings, and NBC Sport. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs strategic asset allocation with both passive and active exposures, offering customized client strategies through various platforms and third-party asset managers.

Jennifer Eastbourne is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Chelsea Groton Bank since 2013, where she currently serves as a Team Manager and First Vice President. Prior to that, she was with Wells Fargo Clearing from 2010 to 2013. 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 while operating a hybrid adviser and broker-dealer structure.

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.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Leonard serves as President of the Board for the Slopeside Village Condominium Association in Killington, Vermont. 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 clientele, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.