Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

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 16 years of industry experience. He holds a Series 65 designation and has previously worked at firms including USI Consulting Group and CWM, LLC. His experience spans multiple roles within wealth management and consulting. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Elizabeth Ingriselli is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments, Inc. 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, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary management.

Gregory Balogh is a financial advisor with Primerica Advisors based in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved as an independent contractor with Doctors Disability Specialists, focusing on disability insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account features such as securities-based lending and tax-harvesting.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Kevin Christopher is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 24 years of industry experience. His background includes roles at firms such as CWM, LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. In addition to his advisory work, he is involved in selling fixed insurance products and maintains a minimal legal practice focusing on basic wills and healthcare proxies. 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 provides a variety of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Matthew Teel is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at The Leaders Group Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of advisory work, he is the founder and principal of Risk & Insurance Associates LLC, a wholesale fixed insurance firm. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, with a portfolio approach grounded in fundamental analysis and Modern Portfolio Theory.

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.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2019 and previously at LPL Financial, LLC from 2011 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has one year of industry experience, including roles at KeyBank, New England Retirement Strategies, LPL Financial, and HAI Group. Outside of finance, he worked in landscaping for several years and has experience in education roles at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates as part of the KeyCorp group with connections to affiliated banking and capital markets entities.