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.

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.

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.

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.

Mary Neary is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account investment options and operates as a broker-dealer and insurance agency.

Vincenzo Dastoli is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc. and Prudential Investment Management Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Horace Carryl Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024 and has held positions at Footlocker Inc., Wells Fargo Bank, N.A., Target Corporation, and BJ's Wholesale Club. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with a research-driven investment approach.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Nicholas Jean Louis is a financial advisor with Ameriprise in Portland, CT, holding a Series 66 designation and six years of industry experience. His previous work includes roles at Creative Financial Group, Landmark Americana, and West Chester University. Outside of his advisory work, he is co-owner of Brownstone Management of CT, LLC and works as a barback at Racks Billiards and Bar. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Joseph Markim is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supported by a large network of investment adviser representatives and a range of strategic and tactical investment options.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Robert Cosentino Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Webster Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.