Abbas Danesh is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Scranton Financial Group and Danesh Company prior to his current roles. Danesh serves as Treasurer for the Town of Waterford, CT, managing the town's revenues and investments in FDIC-insured fixed income securities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of services including sub-advisory ETF management.

Dave Delfino is a CFP® with 16 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2018 and previously worked at Fidelity from 2010 to 2018. In addition to his advisory role, Delfino is also licensed as an insurance agent. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles when appropriate.

Alan Cooper is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at SII Investments, Inc. and Cooper & Company, Ltd. Cooper is also involved in a financial services business under the name Summit Financial Advisors LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance based investment approach that uses both internally created models and third-party managers to manage diversified portfolios.

David Donaldson Jr. is a financial advisor at Essex Financial Services, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Essex Financial Services since 2010. Outside of his advisory role, he serves as president of the Farmington River Watershed Association. 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 that include low-cost mutual funds and ETFs, supplemented by individual securities and private investments, with an emphasis on internal due diligence and ongoing monitoring.

Jeffrey Jones Jr. is a financial advisor at Essex Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rim Securities, Wilmington Trust, and FCI Advisors. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, and portfolio management services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investments as appropriate.

Dennis Cadwell is a financial advisor with Essex Financial Services, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with Essex Financial Services since 2009 and is also a member and owner of Brierley, Cadwell & Possidente, LLC, a firm involved in accounting, tax preparation, and practice management. 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, supplemented by stocks, bonds, private investments, and outside managers, with an internal due-diligence process and ongoing monitoring aligned with client objectives.

Gabriel Flugrad is a CFP® and holds a Series 66 license with four years of experience in financial services. He has worked at Essex Financial Services, Inc. since 2025 and previously spent three years at Ameriprise. Prior to his financial career, he was involved in the brewing industry and hospitality sector. Essex Financial Services, Inc. is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and private investments when appropriate.

Dixon Downey III is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently affiliated with Sound Income Strategies, LLC and Scranton Financial Group, with prior roles at firms including Wealth Enhancement Group and Ameriprise Financial Services. Downey serves as an investment trustee for multiple family trusts. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm’s approach includes customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary services.

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.

Andrew Cialek is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at OLIO Financial Planning and JSW Financial. Outside of his advisory role, he serves on the Board of Directors for The Madison Foundation and coaches rugby for the Shoreline Spartans Rugby Football Club. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios, periodic financial planning, and ongoing account monitoring.

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.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior work includes roles at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. She is also involved with Arranged by MK, LLC, an outside business activity. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and analysis methods, and offers a wrap-fee program alongside advisory annuities and third-party planning tools.

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at KeyBank, Tucker Asset Management LLC, Tumolo Financial, Horace Mann Investors Inc., and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating affiliated services from KeyCorp affiliates.

Thomas Britt is a CFP® professional with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Benchmark Wealth Management, LLC, and Private Client Services, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, strategic factor tilts, regular rebalancing, and tax management.

Elisa Murray is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Lincoln Financial Securities, USI Consulting Group, and Allianz. Murray joined Janney Montgomery Scott in 2025. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Justin Mclaughlin is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including National Securities Corporation, National Asset Management, Stratos Wealth Advisors, Cetera Advisors, and Questar Asset Management. Outside of his advisory work, he is involved in entrepreneurial ventures including Bowl'd Creations LLC and McLaughlin Associates Insurance Agency LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, combining technology, investment management, and operational support while allowing advisors discretion in portfolio construction.

Crystal Southerland Mc Koy is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at KeyBank NA. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers various wrap programs supported by KeyCorp affiliates and third-party strategists.

Lendia Draines is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Draines is also a licensed notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm employs a range of strategies, including a digital advisory program that uses proprietary algorithms and risk assessments to recommend ETF-based portfolios.

Andrew Stephens is a financial advisor with Empower Advisory Group in Guilford, CT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Upscale Construction, TD Bank, Primary Residential Mortgage, Guilford Savings Bank, and Liberty Mutual. 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 certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.