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. His prior roles include positions at Wells Fargo Clearing and Advest, Inc. Outside of his advisory work, he is involved in tennis instruction and is a professional pickleball player and team owner in professional senior pickleball leagues. 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

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.

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.

Matthew O'Brien Jr. is a financial advisor with Janney Montgomery Scott who holds a Series 66 credential and has seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, William Gombatz, The Confidential Search Co, MW Financial Group LTD, and Edward Jones Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 a range of brokerage, financial planning, and advisory services.

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 at Kestra Advisory with a Series 66 designation and four years of industry experience. Prior to joining Kestra Advisory, he worked at Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, he owns Apres Ski, LLC, a private entity focused on creating a dating app. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supported by due diligence processes and multiple management platforms.

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.

Mark Kiniry is a financial advisor at Empower Advisory Group with 39 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions 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, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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, with previous roles at Wells Fargo Clearing and A. G. Edwards & Sons. He 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 client base, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

George Coleman is a financial advisor with First Command Advisory Services in New London, CT. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he served 28 years in the US Army and has worked as a cybersecurity analyst and military consultant. He is also co-owner of a yoga instruction business managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, with portfolio management led by a centralized Investment Management Team and Wealth Portfolio 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.

Kathryn Genovese is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citizens Securities, Inc. from 2016 to 2024. Outside of her advisory role, she serves as Girls Coordinator and a board member for CT River Lacrosse in Old Lyme, CT. 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 client base including individuals, families, trusts, corporate retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.