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.

Ryan Brassard is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Steward Partners in 2026. Outside of advising, he is a partner in ArionEdge LLC, an LLC created for private investment, and also works part-time as an independent contractor for Uber Eats. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through a variety of personalized and third-party investment solutions.

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 with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis is a member of the UNICO Avon CT Chapter, a nonprofit organization focused on charitable education and awareness. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based arrangements.

James Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with Voya Financial Advisors, Inc. Prior to joining Voya, he worked at Raymond James & Associates and Barron Financial Group. Outside of his advisory role, Fisher is active in community organizations, serving as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing non-discretionary, recommendation-based advice.

Steven Moretta Sr. is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Voya since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. 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 provides a variety of services, including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting.

Dacota Durkee is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Money Concepts, Durkee has experience in tax preparation and planning through Drenen Financial Services, and is involved in managing real estate investments and residential property operations via Dream Holding Co. LLC and Apex Management & Leasing LLC. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes multiple roles within Voya Financial and affiliated entities dating back to 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Michael Salisbury is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures including non-discretionary recommendations.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Ameritas since 2008 and leads PC Planning & Benefits Inc, a firm focused on insurance sales and business planning for high-net-worth individuals and closely held businesses. In addition to advisory work, he is involved in sales consulting for employee benefits and works as a sales advisor for a medical practice management software company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial and execution platforms, supported by an Investment Committee and third-party partners for portfolio construction and management.

Sean Reddington is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Nationwide Insurance, Nationwide Securities, LLC, and Voya Financial Advisors. He is also involved in selling fixed insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Curtin is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Outside of his advisory role, Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and custody primarily through Schwab and Fidelity.

Amy Henley is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 66, Series 65, and Series 63 licenses and has 31 years of industry experience. Her work history includes over a decade with various Voya entities and seven years with Directed Services LLC. VOYA Financial Advisors, Inc. serves a broad 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, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary investment advice.

Elizabeth Debassio is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the PFS™ designation and has previously worked at Connecticut Wealth Management, LLC and Marcum Wealth Management, LLC. She operates under the business name WP Financial within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies, leveraging proprietary and third-party investment platforms.

Donna Mcandrew is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience. Her career includes roles at various Voya entities since 2006 and a brief tenure at Merrill in 2006. 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 plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary client relationships.

Scott Kieper is a ChFC® credentialed advisor with 35 years of industry experience, currently affiliated with Primerica Advisors in Avon, CT. He has been associated with Guardian Life and Park Avenue Securities since 2014. Outside of his advisory roles, Kieper serves on the Presidents Advisory Council of the Wealth and Wisdom Institute, contributing ideas for books and councils, and is a director at The Life Farm Company, a nonprofit farm offering programs for children and seniors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides integrated account-level solutions such as lending and donor-advised funds.

Leslie Archambault is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Coburn & Meredith, Inc. for 25 years. Archambault is also a commissioned notary. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

Richard Quirion is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of ARQ Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable program structures, supporting advisors in constructing client portfolios from diverse securities and insurance products.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.