Charles Olson is a CFP® with 17 years of experience in financial advising. He is currently with Connecticut Wealth Management, LLC and has previously worked with Wilmington Trust, People’s United Bank, and affiliated firms. He serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term, fundamental analysis approach with diversified portfolios that include mutual funds, ETFs, individual securities, and private equity investments for qualified clients.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Connecticut Wealth Management, Boutin worked at Day Pitney LLP and has academic experience from the University of Connecticut School of Law and College of the Holy Cross. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach emphasizes long-term fundamental analysis with strategic asset allocation, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client goals and risk tolerance.

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, Cetera Advisor Networks, and Robert Hensley and Associates. Outside of her advisory work, she is involved as a riding instructor at Spirithorse Therapeutic Riding Center and serves on the investment committee of the Chrysalis Center, a nonprofit organization. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, with quarterly reviews and access to institutional platforms and third-party managers.

Nathalie Edeen is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hornor Townsend since 2016. Nathalie also sells and services multi-line insurance products and conducts student loan portfolio reviews to evaluate repayment options and federal programs. Additionally, she participates as a sales affiliate promoting retail products on TikTok. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside personalized investment advice.

Adrian Andreotta is a CFP® with 14 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has previously worked at Infinex Investments, LPL Financial, and multiple Wells Fargo entities. Outside of financial advising, he is a charter fishing boat captain and owner, a role he plans to begin in 2025. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm’s approach includes customized financial planning, access to alternative investments, and a predominance of non-discretionary assets under management.

Richard Gribinas is a CFP® and ChFC® with 43 years of industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.

Robert Worgaftik is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and more than 47 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 1999. Outside of his advisory role, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices focused on estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, and institutional clients with brokerage, financial planning, and advisory services that include model portfolios and digital advisory solutions.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. 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 a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at Monte Financial Group, LLC and Travelers Insurance, and has a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and charitable advisory.

Emily Burr is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has worked with Kestra since 2003, serving in advisory roles at both Kestra Investment Services, LLC and Kestra Advisory. Outside of her advisory work, she consults on compliance and plan design features for clients through TR Paul Inc. 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, supporting clients such as sovereign wealth funds and large institutional investors.

Nicholas Pitruzzello is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and Aflac. Outside of his advisory role, he is the founder and operator of Payment Solutions of CT, an ATM service provider. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Craig Feinberg is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2010. Feinberg leads a 501(c)(3) organization that organizes an annual golf outing benefiting the Make-A-Wish Foundation of Northern New Jersey and serves on the Planning Board of Tenafly, NJ. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and manages approximately $15 billion in assets under management.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Emily Solomon is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning her industry career in 2023. Prior to joining Commonwealth in 2026, she worked at Egidio Lennon Wealth Management, LLC. Outside the financial sector, she has experience in the retail and funeral home industries. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jean Delbuono is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2022 and Charles Schwab from 2019 to 2022. Prior to his advisory career, he was employed at Yale University from 2013 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach combines fundamental and technical analysis with a focus on both advisory and brokerage solutions, supported by extensive third-party due diligence and unique operational features such as predominantly non-discretionary assets and integrated lending platforms.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Paul Worgaftik is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MW Group Benefits Inc., focusing on employee benefit programs. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages assets through diverse strategies including model portfolios, third-party managers, and digital advice platforms.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles to construct client portfolios and acts as a qualified custodian for client assets.

Lorna Barham is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has held positions at firms including Pershing LLC, People's United Advisors, Inc., and Symmetry Partners, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who employ diverse investment strategies and offers portfolio management through various account types and sub-advisers.