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.

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.

Theresa Cahill is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been associated with Cahill & Associates Financial Services, LLC since 2012 and worked at Voya Financial Advisors from 2014 to 2017. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing 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.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she 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 manages both digital advisory portfolios and commission-based brokerage accounts, and it is wholly owned by Citizens Bank, N.A.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

David Lamore is a Series 65 licensed advisor with J. W. Cole Advisors, Inc., based in East Berlin, CT, and has two years of industry experience. His prior experience includes roles at Boundless Financial Solutions LLC and Tunxis. Outside of his advisory work, he serves as a consultant for Dual Legacy Charities, Inc. and provides insurance and estate planning consulting through Boundless Financial Solutions Platinum Services. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and digital platforms and combines brokerage and advisory activities under one affiliation.

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.

James Nocerino is a financial advisor with Osaic Institutions, Inc., holding over 43 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and is the owner and CEO of JJN Wealth Management, LLC, where he advises on financial matters including annuities and life insurance. Additionally, he has longstanding involvement in property and casualty sales and service. Osaic Institutions, Inc. serves individuals, 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 with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary portfolios.

Joseph Sipala is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience and holds a Series 65 designation. His prior work includes roles at Northern Lights Distributors, LLC and Symmetry Partners, LLC. 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, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

William Woods is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Infinex Financial Group, CFM Construction Corp., and Trinity College. OSAIC Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed transaction control.

Christian Thomas is a CFA® charterholder with 16 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2021. His prior experience includes roles at Lockton Investment Advisors and USI Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by affiliated legal, trust, and retirement plan service businesses.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2016, with prior experience at United Bank from 2016 to 2019. Woodhouse is also involved in banking activities through Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Mitchel Raudat is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and Lightspeed Commerce. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Carl Cieplinski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including nine years at Commonwealth and one year at Voya Financial Advisors. His outside business activity includes fixed insurance sales conducted under Cahill & Associates Financial Services, LLC. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David Quast is a CFP® and ChFC® with 27 years of industry experience, currently serving at Valic Financial Advisors since 2011. Prior to that, he worked at Agia beginning in 2022. He is active in his community as a council member at Bethlehem Lutheran Church and participates in the East Hampton/Marlborough Rotary Club. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Isaac Cho is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Equitable Advisors, LLC and the Federal Reserve Bank of Atlanta, as well as roles outside the financial sector such as at Oala Shuttle Services and Choong Man Chicken. 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 provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Melissa Hicks is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at VOYA Financial Advisors and has been affiliated with both Commonwealth Financial Network and Cahill & Associates Financial Services, LLC. Outside of her advisory role, she teaches financial literacy workshops for Connecticut Junior Republics. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.