Leslie Archambault is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Coburn & Meredith, Inc. for 25 years. Archambault is also a commissioned notary. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

David Lemoine Jr. is a financial advisor with Empower Advisory Group in Manchester, CT, holding Series 66 and Series 65 credentials and possessing 18 years of industry experience. He has worked at GWFS Equities, Inc. and Prudential Investment Management Services, as well as Prudential Insurance Company of America since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering planning focused on long-term portfolio returns and client savings rates.

Kristopher Morin is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT. He holds Series 65 and Series 63 licenses and has experience with firms including LPL Financial, Three Peaks Capital LLC, The Hartford, and Neos LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management and third-party managers.

Penny Nasiatka is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. She previously spent 40 years at Coburn & Meredith, Inc. She holds Series 63 and Series 65 licenses. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, utilizing customized portfolios with a primarily long-term investment approach.

Karl Badey is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and nine years of industry experience. He has been associated with Montovani Murray Nemphos & Tierinni, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Ryan Olschefskie is a financial advisor with Commonwealth Financial Network in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Commonwealth Financial Network since 2015. In addition to advisory services, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Key Investment Services LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Elizabeth Derway is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 30 years at Coburn & Meredith, Inc. She provides administrative support to Integrated Wealth Concepts, an independent investment advisory firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Jessica Cafasso is a CFP® with 15 years of industry experience. She is currently affiliated with Osaic Institutions, Inc. and has previously worked at Infinex Investments, LPL Financial, and Webster Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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.

Jason Villano is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and is based in Glastonbury, CT. He has been associated with Gottfried & Somberg Wealth Management since 2025 and has experience working in various roles at other firms and organizations, including Allegiant Wealth Management and Mad Tents LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.

James Thomas is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2013, he has been associated with Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining a hybrid adviser and broker-dealer structure with access to alternative investments and a lending marketplace.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

Philip Kolidas is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Whitetip Investments from 2016 to 2023. 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 direction in model selection while providing recommendations and ongoing oversight, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, he is a board member and chairman of Farmers Cow Development Corp., a company involved in franchising a regional food brand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Ralph Johnston III is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been active as an insurance agent specializing in life and health insurance and fixed annuities since 2000. Johnston is a member of the WIDHAM Chamber of Commerce, a local networking group of business owners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, and institutions. The firm offers advisory and brokerage services through independent representatives and supports a range of investment and cash-management solutions across multiple custodians and third-party managers.

Philip Maliniak is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 19 years of industry experience and has held various roles including ownership and membership in multiple real estate and financial services firms. Outside of his advisory work, he serves as a board member and vice president of OTSL/HRSC/NASSC, a community and charitable organization in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset management approach.

Mary Neary is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account investment options and operates as a broker-dealer and insurance agency.

David Neal is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Coburn & Meredith Inc for six years and has been with Integrated Wealth Concepts and LPL Financial since 2018. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by short-term rebalancing trades.

Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. 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 about $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.