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.

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.

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.

Gregory Pitruzzello is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. In addition to his advisory role, he is involved in life insurance sales and services for multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, brokerage, and investment advice services.

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Anthony Assante is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Atlantic Wealth Advisors, LLC since 2022 and previously with Egidio Assante Lennon Wealth Management, LLC and Egidio Assante Wealth Management, LLC. Assante is co-trustee on a non-family related trust. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

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.

Seth Renaud is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has served as co-owner and president of Omnica Wealth, LLC, where he dedicates full time to securities, advisory, and insurance business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.

Robert Shoneck Jr. is a financial advisor with Eagle Strategies (NY Life) in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and Nylife Securities LLC since 2003. Outside of his advisory role, he is the owner of Shoneck & Morris, LLC, a small business involved in office management activities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

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.

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 at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation. In addition to his advisory role, Morton has worked in the restaurant and bar industry as a server and bartender. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of programs utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at LPL Financial LLC, Waddell & Reed, Inc., and various insurance carriers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategists.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.

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.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network in Essex, CT, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Commonwealth since 2001 and also operates The Ferrucci Company, a securities business he has owned since 1992. 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 about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Richard La Saracina is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Mohegan Sun, and Dodd Stadium. He is also licensed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Samuel Sweitzer is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.