Marty Baron is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding a Series 66 designation and 43 years of industry experience. He has been with Voya since 2014. Outside of advising, he serves as Treasurer and Finance Committee Chair at the Hartford Art School, overseeing endowment and expenditures. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Gary Ruchin is a financial advisor with Commonwealth Financial Network in Vernon, CT, holding CFP® and ChFC® designations and possessing 47 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1985 and has been self-employed since 1979. Outside of his advisory role, he serves as a FINRA arbitrator and provides tax preparation services through his private business, Ruchin & Associates, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

William Fitzgerald is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at MassMutual Financial Group and Northwestern Mutual. He is based in Windsor, CT. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships alongside broker-dealer services.

Jennifer Grennan is a financial advisor with OSAIC Institutions, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Her background includes roles at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. In addition to advising, she is involved in retail banking through Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Christopher Lombardi is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to his advisory career, he worked at CVS/Pharmacy for twelve years. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through multiple program structures, primarily focusing on recommendation-based, non-discretionary investment strategies.

Ethan Goodman is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, Mass Mutual, Voya, and Prudential. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Jason Apruzzese is a financial advisor at OSAIC Institutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2016, as well as United Banks from 2016 to 2019. Outside of his advisory work, he serves as a soccer coach at Torrington High School. 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 and broker-dealer structure that supports both discretionary and non-discretionary client accounts.

Gerta Xhelaj is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD-affiliated firms since 2016. Outside of her advisory role, she is a member of an LLC that manages a rental property in Hartford, Connecticut. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Christien Dupuis is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Vincent Fortini is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 registrations. His prior experience includes roles at KeyBank and Saint Anselm College in sports medicine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by non-binding advisor recommendations and maintains oversight through its Product Due Diligence Committee and affiliations within the KeyCorp group.

Christopher Nardone is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Ion Bank since 2019 as a program manager overseeing investment programs, and has been affiliated with Infinex Investments, Inc. since 2015, as well as United Bank from 2015 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets, dual broker-dealer/adviser status, and extensive partnerships with banks and credit unions.

Michael Filippi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His work history includes positions at Guardian Life from 2015 to 2019 and various roles within Voya since 2020. Outside of his advisory work, he serves as a board member for the Millstone Ridge Tax District, overseeing community infrastructure and initiatives. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, emphasizing recommendation-based, non-discretionary client relationships.

Kenneth Verzella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Gwfs Equities, Inc., MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with various advisory and promoter arrangements.

Andrew Adil is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at several firms including LPL Financial, Coburn & Meredith Inc, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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, family office, and retirement plan advisory services, employing a combination of internally managed portfolios and third-party asset managers with a primarily long-term investment approach.

John O'Brien is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been affiliated with New York Life since 1996 and NYLIFE Distributors LLC since 2005. Outside of his advisory work, he performs with The Misfit Toys, a band that plays at various events. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily on a non-discretionary basis.

Victor Deangelis is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Voya Financial and its affiliated entities since 2014. Outside of his advisory work, he is a member of the UNICO Avon CT Chapter, a nonprofit focused on education and charitable awareness. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and a variety of managed account programs, often providing non-discretionary investment recommendations.

James Fisher is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. Prior to joining Voya, he worked at Barron Financial Group and Raymond James & Associates. Outside of his advisory role, he serves as president of the Burlington Lions Club and is active with the Burlington Land Trust, a nonprofit focused on land preservation. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and various advisory programs, with a focus on recommendation-based, non-discretionary services.

Kervin Vincent is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with KeyBank, Westfield Bank, and Amazon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products within the KeyCorp group.

Lazarus Regueiro is a financial advisor at Empower Advisory Group with six years of industry experience and holds the Series 66 designation. His work history includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., McIntosh Tax and Asset Management Group, LLC, Craig James Financial Services, LLC, and Stony Brook University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly 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 connected to Empower’s recordkeeping and administrative platforms.