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.

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.

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.

Barry Saluk is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. Prior to that, he was employed with Bank of America and Merrill. Outside of his advisory role, he is active in the Mystic community as a member of the Rotary Club and serves on the board of St Edmunds Retreat. 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 brokerage services, financial planning, and multiple advisory programs.

John Raudat is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he is involved in automobile racing as a team owner, driver, spokesman, and driving coach with Superfly Racing LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Matthew O'Brien Jr. is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and seven years of industry experience. His prior firms include Northwestern Mutual Investment Services, William Gombatz, Edward Jones Investments, and New York Life Insurance. 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 and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Keith Mendes is a financial advisor with Citizens Securities, Inc. in Mystic, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held various roles within Citizens Bank and Citizens Securities since 2015. Outside of his advisory work, Mendes is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

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 designations and has worked at infinex Investments, Inc. for 24 years before joining Chelsea Groton Bank and OSAIC Institutions in 2024. He currently serves as a vice president at Chelsea Groton Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm emphasizes non-discretionary asset management and offers access to alternative investments, lending, and cash-management options through a network of investment adviser representatives.

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 previously worked with Chelsea Groton Bank, Eagle Strategies (NY Life), NY Life Securities LLC, and New York Life Insurance Company. Prior to his advisory career, he spent several years at Castleton University. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

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.

Mark Kiniry is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and 39 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Alps Fund Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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® professional with five years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked in various roles including co-hosting the Retirement, Life and Investment Radio Show since 2023. Prior to joining Independent Financial Group, he held positions at Undertone, Intersection, LittleThings, and NBC Sport. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to tailor strategies across multiple risk profiles.

Jennifer Eastbourne is a Series 66 credentialed financial advisor with 16 years of industry experience. She has been affiliated with Chelsea Groton Bank and OSAIC Institutions, Inc. for the past 13 years. At Chelsea Groton Bank, she holds the position of Team Manager and First Vice President since 2023. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, third-party managers, and alternative investment platforms.

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.

George Coleman is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. He previously served 28 years in the US Army and has worked in cybersecurity and consulting roles supporting military-related contracts. Outside of his advisory work, he co-owns a yoga instruction business with his wife. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm manages portfolios through a centralized Investment Management Team and Wealth Portfolio Managers, offering discretionary asset management and a selection of model portfolios using mutual funds, ETFs, and third-party managers.

Paul Vardoulakis is a financial advisor with Commonwealth Financial Network in Chester, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Norwich Financial, LLC and Commonwealth Financial Network since 2005. Outside of his advisory role, he is a co-owner of Norwich Business Exchange, LLC, a commercial real estate venture. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.