Jennifer Hawkins is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Janney Montgomery Scott. 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 and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Andrew Stephens is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Upscale Construction, TD Bank, Primary Residential Mortgage, Guilford Savings Bank, and Liberty Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes integrated services tied to Empower’s recordkeeping and administrative platforms and offers financial plans focused on long-term portfolio returns and savings rates.

Lorna Barham is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has held positions at firms including Pershing LLC, People's United Advisors, Inc., and Symmetry Partners, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Melanie Kregling is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Melanie has been with Janney Montgomery Scott since 2010. She is a member of the Professional Advisors Council for the Community Foundation for Greater New Haven, where she provides advice on nonprofit community agencies and development strategies. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage, financial planning, and advisory services.

Gregory Nappo is a financial advisor with Janney Montgomery Scott in New Haven, CT, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2017, alongside earlier work with the New Britain Bees and Miami Marlins. He is also involved with Core Training Academy. 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 through a combination of in-house and third-party portfolio management across multiple advisory programs, and offers brokerage, financial planning, and consulting services.

Richard Esposito is a financial advisor at SPC with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Parkland Securities, Eagle Strategies, New York Life, Allstate Insurance, Park Avenue Securities, and Guardian Life Insurance. He serves as a Gift Officer at Assumption University and is an elected member of the Board of Finance in East Haven, CT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Rance Hillier is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Hillier is also a general partner and co-owner of Mainsail Capital Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services that include wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of discretionary model portfolios and customized investment solutions.

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 designations. Prior to joining Benjamin F. Edwards in 2021, he worked at Northern Lights Distributors, LLC and Astor Investment Management LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services through discretionary and non-discretionary wrap programs, supported by a large team of advisors and substantial assets under management.

Brooks Pellerin is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He has previously worked at Fisher Investments, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of his financial career, he officiates youth hockey games for USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial planning, and specialized services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with multi-factor tilts, low-cost ETFs, index funds, and other strategies.

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.

Kyle Foito is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at firms including Exencial Wealth Advisors LLC, Fidelity Investments LLC, and Edward Jones. His background also includes roles outside the financial sector, such as at Lockheed Martin and Fire American Tavern. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Julia Ferraro is a financial advisor at Key Investment Services LLC with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Key Investment Services, she worked at KeyBank and has been involved in family business operations at Ferraro's Foodland, a meat market and grocery store, where she assists with catering during busy periods. She also works as a waitress at a local steakhouse and participates as an influencer on a social commerce platform. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, model portfolios, and managed accounts, with a client-directed approach to investment model selection complemented by ongoing monitoring and due diligence.

Jennifer Pianello is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Pianello has been with Janney Montgomery Scott and its related entities since 2014. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

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.

Christine Blumenthal is a financial advisor at Savant Wealth Management with a Series 65 designation and over eight years of industry experience. She previously worked at Exencial Wealth Advisors, LLC and Shoreline Financial Advisors, LLC. Prior to her career in financial advising, she was with Team Demas Orthodontics for five years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports clients with integrated accounting, legal, and trust services through affiliated entities.

Michael Del Re III is a financial advisor at Prime Capital Financial with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Financial Network Limited. He is also an independent fixed insurance agent affiliated with Financial Network Limited. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services along with affiliated tax advisory and financial administration capabilities.

Patrick Smith is a CFA® charterholder with 23 years of industry experience. He currently works at Savant Wealth Management and previously spent 18 years at Shoreline Financial Advisors and three years at Exencial Wealth Advisors, where he is an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Gray Peckham is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Northwestern Mutual, among others. Outside of finance, he works part-time at Lowe’s, a home improvement store. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individual and institutional 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 that emphasizes independent account management and a broad range of service offerings.

Matthew Wu is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brenton Point Wealth Advisors LLC and Llbh Private Wealth Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, with $72.3 billion in assets under management as of May 2026.

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.