Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management solutions and financial planning services while employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

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.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.

Keith Schlingheyde is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Northern Lights Distributors LLC, Astor Investment Management LLC, Allspring Funds Management LLC, and Strong Capital Management Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services incorporating proprietary and third-party investment strategies, as well as in-house equity and fixed-income portfolios.

Brooks Pellerin is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fisher Investments, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he officiates youth hockey games with USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Michele Molitor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at FD Financial and Wells Fargo Clearing prior to her current role. 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 offers a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Leslie Busch is a financial advisor at TIAA-CREF with 10 years of industry experience and a Series 66 designation. She has worked at TIAA-CREF since 2018 and previously held roles at Waddell & Reed and various insurance agencies. Busch has also been involved with the Boys & Girls Club of Milford. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, including customized investment solutions through dedicated portfolio managers.

Julia Ferraro is a financial advisor at Key Investment Services LLC in Hamden, CT, with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2023. Outside of advising, she is involved in her family’s grocery business, Ferraro's Foodland, where she assists with cashier duties and catering during busy periods, and also works as a part-time waitress at a local steakhouse. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

Timothy O'Shea Jr. is a financial advisor with NewEdge Advisors, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has worked at GWM Advisors, LLC, since 2021 and spent 15 years at TIAA and TIAA-CREF from 2006 to 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and emphasizing centralized due diligence, ongoing monitoring, and technology integration.

Daniel Cain is a CFP® professional with 14 years of industry experience. He is currently with Connecticut Financial Group, LLC and Commonwealth Financial Network, having previously worked at LPL Financial and Gulish & Associates. Cain is also co-owner of Gulish & Associates, Inc. and owner of Connecticut Financial Group, LLC and Connecticut FG, LLC, all entities involved in securities, advisory, and insurance business. 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, including discretionary model portfolios and customized investment solutions, while providing operational, technological, and compliance support to affiliated advisors.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He is also co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. His prior experience includes a five-year tenure at Wells Fargo Clearing. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Charles Noble IV is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2013. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Jennifer Rowland is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Ion Bank (Naugatuck Savings Bank) since 2011 and infinex Investments, Inc. since 2007. In addition to her advisory roles, she serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to individual adviser representatives.

John Caplan is a financial advisor at NewEdge Advisors with 27 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022, and previously worked at TIAA-CREF from 2007 to 2022. He holds the Series 66 designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, and retirement consulting, and utilizes a variety of program structures combining in-house and third-party management with technology tools to support advisors and clients.

Vincent Feijoo Jr. is a CFP® professional with 26 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, retirement and plan consulting, and access to various investment products through both internal and third-party managers.

Robert Velardi is a financial advisor at OSAIC Institutions, Inc. with 38 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Infinex Investments, Inc., Osaic FA, Inc., TD Wealth Management Services Inc., and Cetera Investment Services LLC. He also serves as a Vice President and Financial Advisor at ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, delegating investment analysis and account management to its investment adviser representatives.