Matthew Sullivan is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He previously worked for Sullivan Financial Group and Commonwealth Financial Network for 21 years. He is also the sole member of Sullivan Financial Group, LLC, an entity created for securities and insurance business, and has limited involvement with Medicare product referrals. 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 and compliance, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jonas Regondola is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. His background includes roles at Bankers Life & Casualty, Inc., as well as work outside financial services in retail and hospitality sectors. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

Tiffany Knoop is a financial advisor at Kestra Advisory with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Commonwealth Financial Network, and Ivory Wealth Management. Outside of her advisory role, she serves as an administrative assistant for Denton & Haskins, a back office operations business. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Adam Bouley is a financial advisor with Janney Montgomery Scott in Westbrook, CT, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at GWFS Equities, Voya Financial Advisors, First Citizens Investor Services, and several financial and credit union firms. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Kevin Agan Jr. is a financial professional with Bankers Life Advisory Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked in related roles at Bankers Life Securities, Bankers Life & Casualty, and S&S Worldwide. Outside of his advisory work, he owns Agan Financials LLC, a business involved in home renovation and rental property management in Connecticut. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Joshua Morton is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation. In addition to his advisory role, Morton has worked in the restaurant and bar industry as a server and bartender. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of programs utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

William Lawlor is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, RBC Capital Markets, Oppenheimer, and Ryan Beck & Co. Lawlor serves as an uncompensated board member of BH CARE, a nonprofit based in North Branford, CT. 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 charitable organizations through a combination of brokerage, financial planning, and advisory programs.

Robert Van Ostenbridge is a CFP® professional with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial, Triad Advisors, Bank of America, N.A., and Merrill. 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 advisors. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures and emphasizing centralized due diligence and technology to support advisor and client needs.

William Beyer is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Foundations Investment Advisors LLC and Premium Planning Professionals since 2023 and previously spent 15 years at Bankers Life & Casualty and six years at Bankers Life Securities. Beyer is also president of Premier Planning Professionals, where he provides insurance and annuity solutions along with non-legal estate planning administrative services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, with services delivered through a large network of affiliated offices and representatives.

Jean Wilczynski is a CFP® and Series 65-licensed advisor at Savant Wealth Management with 12 years of industry experience. She previously worked at Exencial Wealth Advisors, LLC for 12 years before joining Savant. Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church in Old Lyme, Connecticut, providing volunteer financial oversight. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated accounting, legal, and trust services.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network in Essex, CT, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Commonwealth since 2001 and also operates The Ferrucci Company, a securities business he has owned since 1992. 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 client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Richard La Saracina is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Mohegan Sun, and Dodd Stadium. He is also licensed as an insurance agent, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Patrick Witheril is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney in 2021. Outside of his advisory work, he serves as Vice President of the Business Networking International Shoreline East Chapter in Madison, CT. Janney Montgomery Scott 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 brokerage services, financial planning, and multiple wrap/advisory programs.

Samuel Sweitzer is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Deloitte and Touche. Sweitzer is also involved in insurance sales and financial advising through Sweitzer Income Planning, a separate business he has operated since 2019. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Patrick Gingras is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Watermark Securities, Inc., Brenton Point Wealth Advisors LLC, and Essex Financial Services, Inc. He is involved in a joint venture with Lindberg & Ripple, serving as an insurance producer and introducing clients to life insurance solutions when appropriate. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of portfolio management strategies and integrates financial planning, tax, and administrative services into many client relationships.

Kelly Gorreck is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has worked exclusively within the First Command family of companies since 2018. Outside of her advisory role, Gorreck owns and operates KG Services LLC, which serves as the tax and liability protection entity for her financial advisory business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Michael Allegra is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and the Hans Kissle Company. His background also includes experience outside the financial industry at Snyders-Lance/Snack Factory LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Polka is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., Massachusetts Mutual Life Insurance Company, and MetLife Resources. Polka is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of advisory and non-advisory financial services.

Eric Moreira is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Essex Financial Services Inc. He also owns EJM Consulting, LLC, which manages advisory business activities related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, point-in-time recommendations, supported by a centralized consulting team and algorithmic tools.