Jenna Fiore is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Fiore has been with Janney since 2026. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on fixed insurance sales. 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 around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Frederic De Baeck is a financial advisor with Money Concepts Capital Corp in Wethersfield, CT, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Money Concepts Capital Corp and its affiliate Money Concepts FPC since 2002. Additionally, he serves as an office manager at Massaro Wealth Management, where he has been involved in financial planning since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm supports approximately 431 advisors managing around $3.33 billion across about 14,700 clients, utilizing multiple managed programs and a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Alexander Laureano is a Series 66-credentialed financial advisor with Janney Montgomery Scott, based in Glastonbury, CT. He has one year of experience in the financial industry and previously worked in law enforcement and insurance. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

John Kulik is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Infinex Investments, Inc. since 2008. 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, utilizing a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial, LLC since 2012. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages 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 portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

Steven Lowe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held roles at Kyberstone Wealth and Citadel Wealth Management, and has been affiliated with Commonwealth Financial Network and Connecticut Investors Group since 2010. He is also the owner and president of several private entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Brendan Kruh is a financial advisor at Private Advisor Group, LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes eight years at Symmetry Partners, LLC and roles at Working Capital Management LLC and Central Connecticut State University. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting across both wrap and non-wrap programs. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives who tailor strategies to client objectives.

Joseph Ferron III is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with J.W. Cole Advisors since 2017 and previously worked at First Allied Advisory Services and First Allied Securities. He also operates Ferron Financial, LLC, a separate business entity. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

David Lamore is a Series 65 licensed advisor with J. W. Cole Advisors, Inc., based in East Berlin, CT, and has two years of industry experience. His prior experience includes roles at Boundless Financial Solutions LLC and Tunxis. Outside of his advisory work, he serves as a consultant for Dual Legacy Charities, Inc. and provides insurance and estate planning consulting through Boundless Financial Solutions Platinum Services. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and digital platforms and combines brokerage and advisory activities under one affiliation.

Edward Fredericks is a financial advisor at J.W. Cole Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors since 2017, following nearly a decade at First Allied Advisory Services and over 30 years with First Financial Associates. Outside of his advisory role, he is also an insurance agent and operates a holding company, Edward L Fredericks Associates LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley, Bank of America, Merrill Lynch, Amerisave, Transamerica Capital Inc, and Tata Consultancy Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

James Nocerino is a financial advisor with Osaic Institutions, Inc., holding over 43 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and is the owner and CEO of JJN Wealth Management, LLC, where he advises on financial matters including annuities and life insurance. Additionally, he has longstanding involvement in property and casualty sales and service. Osaic Institutions, Inc. serves individuals, retirement 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, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary portfolios.

Jacob Alonzo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and has prior experience at Gottfried & Somberg Wealth Management, LLC, as well as a background at Wesleyan University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Joseph Sipala is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience and holds a Series 65 designation. His prior work includes roles at Northern Lights Distributors, LLC and Symmetry Partners, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Scott Leclaire is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been affiliated with Heritage Capital Advisors, LLC and Commonwealth Financial Network since 2011. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized indexing, and multiple program structures while maintaining a clearing and custody relationship with National Financial Services LLC.

Rajiv Iyer is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2006. In addition to his advisory role, he is an owner and shareholder of Ganesh Financial Group, LLC, a non-investment-related business. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment strategies.

Eric Hunting is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, Pruco Securities, Global Portfolio Strategies, and the Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.