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.

Lee Norman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Infinex Investments, Inc. since 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving independent third-party promoters and multiple affiliated entities.

Martin Mangialardi is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. Prior to joining OSAIC Institutions in 2026, he spent 11 years with Cuna Brokerage Services, Inc. and CUNA Mutual Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Melchior Crescenti is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and has also been associated with Prudential Investment Management Services LLC and The Prudential Insurance Company of America since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm uses an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

Brian Maitland is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 10 years at Citizens Securities. Maitland serves as a national council member for Avon Old Farms School with no compensation. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based digital advisory portfolios as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Joseph Lorenzo is a Series 66 licensed advisor with 11 years of industry experience. He has been associated with Infinex Investments, Inc. since 2015. Lorenzo is currently affiliated with OSAIC Institutions, Inc., an enterprise firm based in Meriden, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Roosevelt Terry is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 13 years of industry experience and has previously worked at VOYA Financial Advisors, Inc. and Empower Financial Services, Inc. Outside of his advisory role, he is a silent partner in a film production company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions and provides ongoing monitoring and due diligence of third-party advisory products.

Lori Duquette is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities and Citizens Securities. Duquette has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through both point-in-time financial plans and optional managed accounts.

Kevin Mancini is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base and various third-party manager relationships.

Timothy Stowell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Atlantic Wealth Advisors, Egidio Assante Wealth Management, and Fidelity. In addition to his advisory role, he conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients, offering a broad platform of managed-account programs, third-party asset managers, and custody services.

Linda Remington is a financial advisor with Eagle Strategies (NY Life) based in Madison, CT. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. She has worked with Nylife Securities Inc. and New York Life Insurance Co. since 2002 and 2003, respectively. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Richard Lamore is a financial advisor at J.W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Corp. Outside of his advisory role, Lamore is involved with nonprofit organizations focused on financial education, including the Society of Financial Awareness and Poor Richard's Financial Literacy. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Andrew Verre is a financial advisor with Valic Financial Advisors in Portland, CT, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dane Castle is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation, Bank of America, and E*Trade Securities LLC. 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, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Daniel Finn is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and has over a decade of experience with New York Life Insurance and Finn Financial Solutions, LLC, where he owns a business brokering non-registered insurance products. He serves as a board member for the Middlesex Chamber of Commerce and the Town of East Hampton Board of Finance. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a variety of program types, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Dillon is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and has worked as an insurance agent appointed with various companies since 2003. Outside of advising, he is involved in real estate through ownership in MRTD, LLC and Geezers, LLC, which focuses on renovating properties to buy and sell. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

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.

Gary Jameson is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been associated with Infinex Investments, Inc. since 1998. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure and emphasizes client choice between discretionary and non-discretionary account management.

George Hughes IV is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience, including roles at KeyBank, New England Retirement Strategies, LPL Financial, and HAI Group. Outside of finance, he worked in landscaping for several years and has experience in education roles at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.