Sabina Vegiard is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Infinex Investments, Inc. and Key Investment Services LLC. Additionally, she serves as a Notary Public providing services to bank customers. 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, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jennifer Campbell is a financial advisor with Osaic Institutions, Inc. She holds a Series 66 designation and has 20 years of industry experience. Campbell has been affiliated with Infinex Investments, Inc. since 2004. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a notable non-discretionary asset base and lending marketplace.

Paul Ferrucci is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Commonwealth Financial Network since 2001 and operates The Ferrucci Company, a securities business he founded in 1992. 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 trading, technology, compliance, and investment management services.

Leo Beauregard is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at American Portfolios and Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.

Vincenzo Dastoli is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Global Portfolio Strategies, Inc., Prudential Investment Management Services, and The Prudential Insurance Company of America. He has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that includes low-cost indexing, buy-and-hold allocations, and supplemental strategies such as direct indexing and tax-loss harvesting.

Robert Ellsworth is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Infinex Investments, Inc. since 2014. Outside of his advisory role, Ellsworth is a member of the Eastford Board of Education, serving as board member and facilities chair, and is involved in a restaurant business through Stoggy Hollow LLC. 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that supports both discretionary and non-discretionary accounts.

William Fauzio is a financial advisor with OSAIC and holds Series 65 and Series 63 licenses. He has 29 years of industry experience, with prior roles at Vanderbilt Securities, Vanderbilt Advisory Services, Union Capital Company, and Capital Financial Services. In addition to his advisory work, he is involved in life insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Horace Carryl Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. He has experience in various roles at Wells Fargo Bank, Footlocker Inc., Target Corporation, and BJ's Wholesale Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Nicholas Jean Louis is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he is a co-owner of Brownstone Management of CT, LLC, and is employed as a barback at Racks Billiards and Bar. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Daniel Asiedu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has been involved with related Primerica entities since 2013. Outside of his advisory role, he serves as the medical director for Caregivers RI, LLC, a home care business he co-founded with his wife. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Joseph Markim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Liberty Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Edward Jones and The Walt Disney Company. She is also involved with a financial planning firm, Urso & Rahmeier Tax and Financial Planning, that markets Avantax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment program options.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Robert Cosentino Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with LPL Financial since 2011 and also maintains a long-term association with Webster Investment Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Mofya Zimba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo, Zimba held positions at Bank of America, Merrill, Santander Securities, and worked in financial roles in Zambia. Outside of finance, Zimba has a 50% ownership interest in a commercial cleaning and transportation business in Bloomfield, Connecticut. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Dataram Narain is a financial advisor with Primerica Advisors in Madison, CT, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in selling home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure rather than fixed fees.