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.

Andrew Cialek is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at OLIO Financial Planning and JSW Financial. Outside of his advisory role, he serves on the Board of Directors for The Madison Foundation and coaches rugby for the Shoreline Spartans Rugby Football Club. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios, periodic financial planning, and ongoing account monitoring.

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.

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at KeyBank, Tucker Asset Management LLC, Tumolo Financial, Horace Mann Investors Inc., and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating affiliated services from KeyCorp affiliates.

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.

Justin Mclaughlin is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including National Securities Corporation, National Asset Management, Stratos Wealth Advisors, Cetera Advisors, and Questar Asset Management. Outside of his advisory work, he is involved in entrepreneurial ventures including Bowl'd Creations LLC and McLaughlin Associates Insurance Agency LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, combining technology, investment management, and operational support while allowing advisors discretion in portfolio construction.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Draines is also a licensed notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm employs a range of strategies, including a digital advisory program that uses proprietary algorithms and risk assessments to recommend ETF-based portfolios.

Rance Hillier is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Hillier is also a general partner and co-owner of Mainsail Capital Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services that include wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of discretionary model portfolios and customized investment solutions.

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.

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.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and KeyBank. Outside of finance, she owns and operates Miss Ramah LLC, a clothing business. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider platform approach combining discretionary implementation and strategist-designed portfolios, with a significant portion of assets managed on a non-discretionary basis.

Nicholas Holmes is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Mohegan Sun. In addition to his advisory work, he serves as a Unit Field Trainer, recruiting and training insurance agents, and is appointed to write a variety of insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, offering both wrap and non-wrap programs with ongoing portfolio reviews.

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.

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.

Matthew Wu is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brenton Point Wealth Advisors LLC and Llbh Private Wealth Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, with $72.3 billion in assets under management as of May 2026.

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.