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.

Frank Abel IV is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Commonwealth Financial Network since 2011 and has been with The Ferrucci Company since 1999. Outside of advisory services, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Lisa Cayer is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017 before joining Janney Montgomery Scott, where she has been since 2017. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Montgomery Bradley is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a part-time seasonal rental property in Gouldsboro, ME. Janney Montgomery Scott LLC is a large 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, charitable organizations, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

David Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and has also been involved with Ferrucci Financial Services Corp since 1996. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers customizable investment solutions and model portfolios managed by its Investment Management and Research team.

Frederick Leonard is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he has been involved with Abbotts Lobster in the Rough since 2020. Janney Montgomery Scott LLC serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs. The firm manages approximately $110 billion in assets and combines in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Christopher Aldrich is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has previous experience with LPL Financial and Axa Advisors, LLC. Aldrich is also involved in owning and managing private business entities unrelated to his advisory work. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with both internally managed and third-party recommended strategies.

Stanley Kesilewski III is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at TAL Education Group and Gilt Leaf Games. Outside of his advisory work, he serves as a Unit Field Trainer at Bankers Life and Casualty, where he recruits and trains insurance agents, and he is also a trustee for his family’s trust. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Matthew Carney serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2017. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, focusing on areas including executive compensation, equity compensation services, family wealth management strategies, and socially responsible investing. His approach emphasizes personalized financial planning and clear communication to help clients understand their current financial situation and align their strategies with their long-term goals. Matthew holds a Bachelor's degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During his time at St. Mary's, he was a member of the men's varsity lacrosse team and participated in the student-athlete advisor committee, leading community service events and fundraisers for local nonprofits. Outside his professional role, Matthew remains active in alumni associations for St. Mary's lacrosse and The Potomac School. He contributes to community involvement through events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Matthew resides in Washington, DC, and enjoys traveling, attending concerts, and spending time with his family.

Matthew Sullivan is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He previously worked for Sullivan Financial Group and Commonwealth Financial Network for 21 years. He is also the sole member of Sullivan Financial Group, LLC, an entity created for securities and insurance business, and has limited involvement with Medicare product referrals. 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 and compliance, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jonas Regondola is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. His background includes roles at Bankers Life & Casualty, Inc., as well as work outside financial services in retail and hospitality sectors. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

James Elliott is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, Citizens Securities, CUNA Brokerage Services, and Quick & Reilly. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Tiffany Knoop is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Commonwealth Financial Network, and Ivory Wealth Management. Outside of her advisory role, she serves as an administrative assistant for Denton & Haskins, a back office operations business. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Daniel Frey is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016, concurrently working with KeyBank since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group, maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

Justin Staub is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2021 and prior experience at Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Kevin Agan Jr. is a financial professional with Bankers Life Advisory Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked in related roles at Bankers Life Securities, Bankers Life & Casualty, and S&S Worldwide. Outside of his advisory work, he owns Agan Financials LLC, a business involved in home renovation and rental property management in Connecticut. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Joshua Morton is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of finance, he has worked in the restaurant and bar industry as a server and bartender. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, with advisory services delivered on both discretionary and non-discretionary bases supported by investment committees and third-party partners.

Paulette Retsinas is a CFP® with over 40 years of experience in the financial industry. She is affiliated with OSAIC Institutions, INC. and has worked with Chelsea Groton Savings Bank and Infinex Investments, Inc. for the past 20 years, as well as Citizens Securities, Inc. for seven years prior. Outside of her financial advisory role, she is involved in the distribution of essential oils through Young Living. 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 through a hybrid adviser and broker-dealer model.

Holly Hedde is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at firms such as Janney Montgomery Scott, Merrill, Raymond James Financial, and Morgan Stanley. Outside of advisory work, she assists with seasonal property management at Hilltop Mystic Mansion in Stonington, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to multiple advisory program structures supported by centralized due diligence and technology tools.

Jean Wilczynski is a CFP® and Series 65-licensed advisor at Savant Wealth Management with 12 years of industry experience. She previously worked at Exencial Wealth Advisors, LLC for 12 years before joining Savant. Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church in Old Lyme, Connecticut, providing volunteer financial oversight. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated accounting, legal, and trust services.