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.

Robert Hollmann is a CFP® professional affiliated with Kestra Advisory, with 36 years of industry experience. He has previously worked at Wells Fargo Advisors and LPL Financial among other firms. He is based in Essex, CT. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions within a supervisory framework.

Kyle Foito is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at firms including Exencial Wealth Advisors LLC, Fidelity Investments LLC, and Edward Jones. His background also includes roles outside the financial sector, such as at Lockheed Martin and Fire American Tavern. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Mary Anne Hartney is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and Merrill. Hartney has been with Janney Montgomery Scott since 2019. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Ramah Mohammed Sanni is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Key Investment Services, Ramah worked at J.P. Morgan Securities, Wells Fargo Bank, and United Bank. Outside of financial services, Ramah operates Miss Ramah LLC, a clothing business, and also works as a part-time driver for Uber and Lyft. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and brokerage products. The firm emphasizes client-directed investment decisions and ongoing monitoring, supported by a Product Due Diligence Committee and access to third-party discretionary managers.

Nicholas Holmes is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and has six years of industry experience. He has worked within the Bankers Life affiliated companies since 2018 and previously spent two years at Mohegan Sun. Outside his advisory role, he is involved in recruiting and training insurance agents and is appointed to write various insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolio strategies aligned with clients’ goals and risk tolerances.

Robert Fiocco is a CFP® with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and Somerset Hills Wealth Management. He has been with both firms since 2013. Fiocco is also registered as an agent for fixed insurance sales under Somerset Hills Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to its affiliated advisors.

Christine Blumenthal is a financial advisor at Savant Wealth Management with a Series 65 designation and over eight years of industry experience. She previously worked at Exencial Wealth Advisors, LLC and Shoreline Financial Advisors, LLC. Prior to her career in financial advising, she was with Team Demas Orthodontics for five years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee and supports clients with integrated accounting, legal, and trust services through affiliated entities.

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.

Chad Berry is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney in 2025, he held roles at Fidelity Investments, Bank of America, Merrill, and other organizations. Janney Montgomery Scott LLC is a 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 a range of brokerage services, financial planning, and advisory programs.

Matthew Wu is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Brenton Point Wealth Advisors LLC and Llbh Private Wealth Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, with $72.3 billion in assets under management as of May 2026.

Mitchel Raudat is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial and Lightspeed Commerce. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Vincent Crudo is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 12 years before joining Janney in 2019. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Scott Trevethan is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney since 2019, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-time tennis instructor and a professional pickleball player, owning and managing teams in senior professional pickleball leagues. 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, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

John Raudat is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he is involved in automobile racing as a team owner, driver, spokesman, and driving coach with Superfly Racing LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Michael Malatesta is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has previously worked with KeyBank, MassMutual Life Insurance Co, MML Investors Services LLC, and Cetera Financial Specialists LLC. Outside of finance, his background includes roles in sanitation services and employment following his time at Plymouth State University. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of investment programs, including wrap-fee advisory programs and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Roan Sullivan is a financial advisor with Kestra Advisory Services LLC who holds a Series 66 designation and has three years of industry experience. Prior to joining Kestra, he was associated with Sullivan Financial Group, LLC and Commonwealth Financial Network for six years. Outside of his advisory role, Sullivan owns Apres Ski, LLC, a private entity established to create a dating app. 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, employee education, and advisor-managed accounts, serving large institutional investors and managing approximately $79.8 billion in assets.

Connor Dolan is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Dynamic Wealth Advisors dba Fair Street Advisors and GSB Wealth Management. 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 customized portfolios with a primarily long-term approach alongside tactical rebalancing.

Thomas Vorio is a CFP® professional with nine years of industry experience. He is currently with Citizens Securities, Inc. and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MW Financial, and Northwestern Mutual in various roles. Outside of his advisory work, he serves as a successor power of attorney for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm operates digital and managed account advisory programs and also functions as a broker-dealer and insurance agency, with ownership by Citizens Bank, N.A.

Justin Lindahl is a financial advisor with Eagle Strategies (New York Life) based in Madison, CT. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Lindahl is also the owner of Lindahl Financial Group, which brokers non-registered insurance products alongside offering New York Life products and services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.