Alexis Karn is a financial advisor at Carson Wealth with a Series 65 license and four years of industry experience. Prior to joining Carson Wealth, Karn was with Karn, Couzens & Associates, Inc. for nine years. Outside of advisory work, Karn is involved in content creation on social media platforms. CWM, LLC, the parent firm, is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers a range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

James Couzens is a financial advisor at Carson Wealth with over 56 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cetera Wealth Services and Karn, Couzens & Associates. Additionally, he is an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory firm overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Bonnie Bailey is a CFP® professional with 10 years of industry experience, currently with NewEdge Advisors since 2024. She previously worked at Carson Wealth, Cetera Advisor Networks LLC, CWM, LLC, and Cornerstone Wealth Management. Bailey is also involved as an associate wealth advisor with GAAM Wealth Advisors and works as a life insurance agent with Freedom Moat, LLC. 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 suite of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including USI Consulting Group, CWM, LLC, and Nesso Wealth. 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 representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services that combine centralized due diligence, technology tools, and both in-house and third-party investment strategies.

Elizabeth Ingriselli is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with OSAIC Institutions, Inc. and Rich Capital 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, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Aita Financial Group. He also works as an independent contractor for Doctors Disability Specialists. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Kevin Christopher is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 66 credential and has worked at firms including NewEdge Securities, Carson Group Partners, and Cetera Advisor Networks. In addition to his advisory role, he maintains a legal practice providing basic wills and healthcare proxy advice and is involved in financial services and insurance through the Nesso Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of advisory services and investment programs, combining in-house expertise with third-party solutions and utilizing technology tools to enhance advisor and client support.

Robert Karn is a CFP®-designated financial advisor with over 43 years of industry experience. He is currently affiliated with Carson Wealth and has held roles at multiple firms including Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Karn is also involved in holding companies and serves as a notary. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Marc Lennon is a CFP® professional with 17 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He is also co-owner of Egidio Lennon Wealth Management LLC and involved in fixed insurance sales and payroll operations related to the securities 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 variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and practice-management support to affiliated advisors.

Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Thomas Moran is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, Uvest Financial Services Group, Inc., and Webster Investment Services, Inc. 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, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing independent promoters.

Jason Giordano is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Ion Bank and Infinex Investments since 2020 and previously at LPL Financial and Webster Investment Services. He serves as a board member of the Northwest Connecticut Community Foundation, which manages an endowment fund for charitable giving. 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, ERISA plan services, access to alternative investments, and a hybrid adviser/broker-dealer structure with discretionary and non-discretionary account management.

Karol Mcallister is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Since 2007, Mcallister has been associated with both Commonwealth Financial Network and Federal Hill Financial, LLC, where they are a co-owner. In addition to their advisory role, Mcallister serves as a board member of the Canton Public Library. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and platforms, including discretionary model portfolios managed by its Investment Management and Research team.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Park Avenue Securities and Certified Financial Services, as well as academic attendance at St. Lawrence University and The Loomis Chaffee School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm offers tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Peter Cohen is a Series 63 licensed advisor with over 51 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at related Ameritas entities since 2008. He is also the president and CEO of PC Planning & Benefits Inc., which provides insurance sales and business planning services, including work with captive insurance companies and retirement plans. Additionally, Cohen has sales advisory roles in medical practice management software and payment recovery services. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios and investment vehicles and operates multiple program platforms while leveraging third-party technology and sub-advisers.

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.

Elise Casey is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. She began her industry career in 2025 following her studies at Trinity College. Prior to entering financial services, she was involved with Student Avon for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

Alexander Parkos is a financial advisor at OSAIC Institutions, INC. with six years of industry experience. He holds a Series 66 designation and previously worked at Infinex Investments Inc. and Aldrich Wealth Management. Outside of his advisory role, he consults part-time for Rich Capital Financial Services. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.