Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Securities America Inc., Riverside Wealth Management, and Cetera Financial Specialists LLC. He serves as chairman of the City of Bristol Retirement Board and holds board and treasury roles with the Central CT Chamber of Commerce and The West Cemetery Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and employs a range of investment strategies and asset types, managing approximately $2.4 billion across 37 advisors.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, Cetera Advisor Networks, and Robert Hensley and Associates. Outside of her advisory work, she is involved as a riding instructor at Spirithorse Therapeutic Riding Center and serves on the investment committee of the Chrysalis Center, a nonprofit organization. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, with quarterly reviews and access to institutional platforms and third-party managers.

Zachary Chernus is a CFA® charterholder with three years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Adrian Andreotta is a CFP® with 14 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has previously worked at Infinex Investments, LPL Financial, and multiple Wells Fargo entities. Outside of financial advising, he is a charter fishing boat captain and owner, a role he plans to begin in 2025. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm’s approach includes customized financial planning, access to alternative investments, and a predominance of non-discretionary assets under management.

Richard Gribinas is a CFP® and ChFC® with 43 years of industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.

Robert Worgaftik is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and more than 47 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 1999. Outside of his advisory role, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices focused on estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, and institutional clients with brokerage, financial planning, and advisory services that include model portfolios and digital advisory solutions.

Eric Hutchinson is a CFP® professional with 40 years of industry experience. He has been with Commonwealth Financial Network since 1987 and is also the sole member of Hutchinson Financial Services, LLC, which operates in securities and insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing affiliated advisors to offer customized portfolio solutions and access to model portfolios managed by the firm’s Investment Management and Research team.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. 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 a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Nicholas Pitruzzello is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and Aflac. Outside of his advisory role, he is the founder and operator of Payment Solutions of CT, an ATM service provider. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Craig Feinberg is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2010. Feinberg leads a 501(c)(3) organization that organizes an annual golf outing benefiting the Make-A-Wish Foundation of Northern New Jersey and serves on the Planning Board of Tenafly, NJ. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and manages approximately $15 billion in assets under management.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jean Delbuono is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2022 and Charles Schwab from 2019 to 2022. Prior to his advisory career, he was employed at Yale University from 2013 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach combines fundamental and technical analysis with a focus on both advisory and brokerage solutions, supported by extensive third-party due diligence and unique operational features such as predominantly non-discretionary assets and integrated lending platforms.

Paul Worgaftik is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MW Group Benefits Inc., focusing on employee benefit programs. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages assets through diverse strategies including model portfolios, third-party managers, and digital advice platforms.

James Munro is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, as well as AXA Advisors from 2016 to 2018. He is also the owner of Munro Wealth Management, LLC. 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 offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Khyle Duncan is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Northwestern Mutual in various capacities. His background also includes roles at Stellae International Inc and Consolidated Aviation Services Inc. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party models.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including The Nesso Group, CWM, LLC, and Cetera Advisor Networks. Outside of advising, she is also involved in insurance sales, covering life, health, disability, annuities, and long-term care products. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Randy Herz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance, Ameritas Investment Corp., and his own firm, Herz Financial, LLC, which he has operated since 1998. Herz is also a licensed insurance agent specializing in fixed insurance products through Herz Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based management and advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement plan consulting and fiduciary advice.

David Gillard is a Series 66-credentialed financial advisor with 22 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director for The Life Farm Company, a nonprofit offering activities and events for children and the elderly. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and offers a combination of proprietary and third-party investment advisory programs.

Thomas Grant is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as President of Charitable Gift Planners of Connecticut, Inc., and is a trustee for both a client’s trust and his late father’s revocable trust. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of proprietary and third-party investment programs, supported by lending solutions and financial planning services.

Charles Yannich Jr. is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has co-founded a marketing entity called Retirement and Money Strategies. Yannich also serves as a notary in Stonington, CT. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform and features a limited partnership ownership structure in which financial professionals hold a majority interest.