Christopher Freeman is a financial advisor with TD Private Client Wealth LLC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Freeman has worked at TD Bank and its affiliates since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. 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, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2019 and previously at LPL Financial, LLC from 2011 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

George Hughes IV is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at KeyBank, New England Retirement Strategies, LLC, and LPL Financial. Outside of finance, he has experience working in landscaping and has held roles in education at Central Connecticut State University and Woodland Regional High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, with oversight and due diligence processes to support its offerings.

Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.

Tricia Gordon is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Ion Bank, Infinex Investments, United Bank, and Key Investment Services LLC. She currently serves as First Vice President at Ion Bank, a role involving banking and investment-related responsibilities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Jason Giordano is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Ion Bank, Infinex Investments, Inc., LPL Financial, and Webster Investment Services Inc. He serves as a board member of the Northwest CT Community Foundation, which manages an endowment fund for charitable giving. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which shape its service and compensation models.

Karol Mcallister is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Since 2007, Mcallister has been associated with both Commonwealth Financial Network and Federal Hill Financial, LLC, where they are a co-owner. In addition to their advisory role, Mcallister serves as a board member of the Canton Public Library. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and platforms, including discretionary model portfolios managed by its Investment Management and Research team.

Alan Green is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Sanctuary Advisors, LLC and has previously worked at Bank of America and Merrill. He serves as an advisory board member for the Southbury Middlebury Scholarship Foundation, where he helps determine scholarship recipients. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of investment strategies and offers portfolio management through various programs and platforms, operating as a fiduciary under written advisory agreements.

Joseph Sullivan Jr. is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

James Kenning is a financial advisor with Commonwealth Financial Network in Sandy Hook, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth since 1995 and also operates Kenning Financial Services since 2011. 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 and back-office support, including operations, trading, technology, investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Park Avenue Securities and Certified Financial Services. Casner attended St. Lawrence University and The Loomis Chaffee School. He works with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage and advisory services.

Angelo Piccolo is a financial advisor with OSAIC Institutions, Inc. in Naugatuck, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Citigroup and People's Securities, Inc., and currently holds roles at both OSAIC Institutions and Ion Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services, including access to alternative investments and lending solutions. The firm employs a combination of fundamental and technical analysis and maintains a distinctive operational model with a focus on non-discretionary assets.

Luke Robichaud is a CFP®-certified financial advisor with 25 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has held positions at Newtown Savings Bank, Infinex Investments, The Leaders Group, Bluerock Capital Markets, and Midwood Financial Services. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management solutions through a network of investment adviser representatives.

Kelli Menard is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2022, she worked at Merrill and various divisions of People's United Bank, as well as Infinex Investments and Manchester Community College. In addition to her advisory role, she is also involved with ION Bank in a retail banking capacity. OSAIC Institutions, Inc. serves individuals, ERISA 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 model that leverages third-party promoters and extensive affiliations to deliver a distinctive service approach.

Mark Terna is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.