Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.

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 licenses. His prior roles include positions at Northern Lights Distributors LLC, Astor Investment Management LLC, Allspring Funds Management LLC, and Strong Capital Management Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services incorporating proprietary and third-party investment strategies, as well as in-house equity and fixed-income portfolios.

Brooks Pellerin is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fisher Investments, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he officiates youth hockey games with USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy organization. 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 advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Michele Molitor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at FD Financial and Wells Fargo Clearing prior to her current role. 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 offers a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

James Nocerino is a financial advisor with OSAIC Institutions, INC., holding 43 years of industry experience. He previously worked at Infinex Investments, Inc. and Harvest Capital Advisors, LLC. Outside of his advisory role, he is the owner and CEO of JJN Wealth Management, LLC, focusing on financial advising and insurance products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

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® professional with seven years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, Fidelity Investments, Webster Bank, LPL Financial, Edward Jones, and Lockheed Martin. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and related implementation services through affiliated accounting, legal, and trust entities.

Julia Ferraro is a financial advisor at Key Investment Services LLC in Hamden, CT, with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services since 2023. Outside of advising, she is involved in her family’s grocery business, Ferraro's Foodland, where she assists with cashier duties and catering during busy periods, and also works as a part-time waitress at a local steakhouse. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

Joseph Sipala is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds the Series 65 designation and has worked at Northern Lights Distributors, LLC since 2018, following a six-year tenure at Symmetry Partners, LLC. 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 model with both discretionary and non-discretionary accounts.

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.

William Woods is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Infinex Financial Group, CFM Construction Corp., and Trinity College. 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 with a hybrid adviser and broker-dealer structure.

Christine Blumenthal is a financial advisor at Savant Wealth Management in Guilford, CT, holding a Series 65 credential. She has four years of industry experience, including prior roles at Exencial Wealth Advisors and Shoreline Financial Advisors. Before entering financial services, she spent five years with Team Demas Orthodontics. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Daniel Cain is a CFP® professional with 14 years of industry experience. He is currently with Connecticut Financial Group, LLC and Commonwealth Financial Network, having previously worked at LPL Financial and Gulish & Associates. Cain is also co-owner of Gulish & Associates, Inc. and owner of Connecticut Financial Group, LLC and Connecticut FG, LLC, all entities involved in securities, advisory, and insurance 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 range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, technological, and compliance support to affiliated advisors.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He is also co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. His prior experience includes a five-year tenure at Wells Fargo Clearing. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

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.

Patrick Woodhouse is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Ion Bank, Infinex Investments, United Bank, and LPL Financial. He is also involved in banking through Ion Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure with a focus on firm supervision and independent third-party promoters.

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.