Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Weigert is a financial advisor with Commonwealth Financial Network and Omnica Wealth, holding a CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Commonwealth Financial Network since 2012 and Conry Asset Management from 2012 to 2018. He is also co-owner of Omnica Wealth, a private entity facilitating securities, advisory, and insurance business. 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 back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

David Quast is a CFP® and ChFC® with 27 years of industry experience, currently serving at Valic Financial Advisors since 2011. Prior to that, he worked at Agia beginning in 2022. He is active in his community as a council member at Bethlehem Lutheran Church and participates in the East Hampton/Marlborough Rotary Club. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Richard Failoo Velasquez is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held positions at KeyBank, Wells Fargo, The Hartford Insurance Group, and other firms since 2015. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform featuring discretionary and non-discretionary models, integration with KeyCorp affiliates, and offers a range of wrap-fee programs along with ancillary insurance products.

Mario Alvino is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2010 and also works with Connecticut Investors Group, LLC. In addition to advisory services, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jeffrey Snyder is a CFP® with 24 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2017. His prior experience includes roles at First Allied Advisory Services and First Financial Associates. Outside of his advisory work, he is involved in producing a comedy show and underwriting a film project. J. W. Cole Advisors is an SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies.

Jeffrey Engler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior roles include positions at Lincoln Financial Securities Corporation, Investors Capital Corp., and Tower Square Securities, Inc. He is also the owner of Engler Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser, serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a range of managed-account programs and access to third-party asset managers, providing comprehensive support and investment solutions tailored to individual client goals.

Brian Halter is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Equitable Advisors, and Axa Advisors. Outside of finance, he performs music under the name Brian Halter Music at bars, restaurants, and private events. 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 municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Magdalena Szarejko is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Gottfried & Somberg Wealth Management, ClearGuidance Financial, and Farmington River Financial Group. In addition to her advisory work, she spends a portion of her business hours engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Kevin Paro is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he owns FLD KP, LLC, a private entity involved in operating a car club in Naples, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

Xerxes Nabong is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. He has been associated with United Planners since 2016 and is also involved with Greenwich Partners, LLC and PXP LLC. Outside of advisory work, he has been active in real estate sales and property management through his ownership roles in related entities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers to implement client strategies.

Sarah Germini is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes multiple roles within Key Investment Services LLC and KeyBank dating back to 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation via Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Robert Danner is a financial advisor at Commonwealth Financial Network with a Series 65 credential. He has one year of experience in wealth management following a nine-year career at Pediatric Associates of Cheshire. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Beau Tillinghast is a CFP® professional with 10 years of industry experience. He has worked at Commonwealth Financial Network since 2026 and previously spent six years at Kreitler Financial LLC and four years with Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Justin Russell is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at ION Bank, Key Investment Services LLC, TD Private Client Wealth LLC, and TD Bank N.A. 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, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary management.

Tyler Fortier is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Heritage Capital Advisors, Lincoln Financial Distributors, and Voya Financial Advisors. Fortier spends a portion of his time 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 their individual and institutional clients. The firm provides a wide range of managed account programs, access to third-party asset managers, and back-office services including trading and reporting.

Matthew Somberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been a principal at Gottfried & Somberg Wealth Management, LLC since 2006. Somberg serves as a co-trustee for a private family foundation and is involved in offering speaking seminars through Teacher Retirement Planning Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors. The firm provides a comprehensive advisor-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products and services.

Bruno Simonetti is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, and VOYA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.