Anthony Fortuna is a financial advisor at Essex Financial Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Essex Financial Services since 2011, following three years at The Leaders Group Inc. He is also an independent life insurance agent. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, and offers wealth management, financial planning, portfolio management, and retirement plan advisory services.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Peter Woolston is a financial advisor at The Burney Company with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative investment models with customized portfolio management and financial planning services.

Angelo Pietri is a Series 66 credentialed financial advisor with 11 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has been with infinex Investments, Inc. since 2015. Outside of his advisory work, he assists with a photography business co-founded by his spouse and owns a financial education seminar business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Hornor Townsend since 2016 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, and conducts student loan portfolio reviews to evaluate repayment options and federal forgiveness programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers, providing financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options, combining SEC-registered advisory and broker-dealer services with custody and execution capabilities.

Adrian Andreotta is a CFP® with 15 years of industry experience, currently serving at OSAIC Institutions, Inc. He previously worked at Infinex Investments, LPL Financial, and Wells Fargo in various capacities over the past 15 years. Outside of his financial advisory role, he is the owner and captain of a charter fishing boat, which he plans to operate starting in May 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisor representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Alexandra Forte is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott in various roles since 2010. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporations, retirement plans, and municipalities, offering brokerage services, financial planning, and advisory programs.

Theresa Cahill is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been associated with Cahill & Associates Financial Services, LLC since 2012 and worked at Voya Financial Advisors from 2014 to 2017. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Monte Financial Group, LLC, Travelers Insurance, and International Game Technology, PLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office support. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by comprehensive educational programs and integrated affiliated service lines.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Kulik is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 17 years of industry experience. He has been associated with Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and financial planning through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure and offering access to alternative investments and lending solutions.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

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.

James Munro is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2018 to 2021, as well as AXA Advisors from 2016 to 2018. He is also the owner of Munro Wealth Management, LLC. 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 roughly $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

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.