Sanket Shah is a financial advisor with VOYA Financial Advisors, Inc. based in New York, NY. He holds a Series 66 designation and is part of a large enterprise firm with over 650 advisors. VOYA Financial Advisors serves a diverse client base including individual investors, retirement plans, municipalities, charities, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and brokerage services, combining model portfolios, third-party managers, and affiliated strategists through both discretionary and non-discretionary arrangements.

Chitman Uppal is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently an advisor at Voya Financial Advisors, Inc., where he has worked since 2023. Prior to joining Voya, he held positions at several firms including FIN2, LLC, DriveLoyalty, LLC, and FTX Capital Markets, LLC. He is also the author of the book *Rich Grandpa, Rich*, which is in development with a publisher. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment programs along with an active broker-dealer distribution model and a broad affiliate network.