Marty Baron is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 43 years of industry experience, including 12 years at VOYA. Outside of his advisory role, he serves as Treasurer and Chair of the Finance Committee at the Hartford Art School, overseeing endowment and financial matters. VOYA Financial Advisors serves a diverse range of clients, including individuals, institutions, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment advisor and broker-dealer.

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 at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and MassMutual Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Jennifer Grennan is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. In addition to her advisory work, she is actively 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 and financial planning through a decentralized model where investment adviser representatives manage accounts with firm supervision, and it operates a hybrid adviser/broker-dealer structure that includes access to alternative investments and lending solutions.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya Financial Advisors, he worked at CVS/Pharmacy for twelve years. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, access to third-party money managers, and plan-sponsor consulting through multiple program structures, primarily offering recommendation-based (non-discretionary) advice.

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 with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2016, with a prior role at United Banks from 2016 to 2019. Outside of his advisory work, Apruzzese coaches high school soccer at Torrington High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, including financial planning, ERISA plan support, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and a notable non-discretionary assets portfolio.

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 with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing seven years of industry experience. His prior work includes roles at KeyBank and Saint Anselm College Sports Medicine. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence of third-party advisory products.

Christopher Nardone is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2015, with prior experience at United Bank from 2015 to 2019. In addition to his advisory role, he serves as a program manager at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory and financial planning services and is notable for its hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Michael Filippi is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life. Filippi serves as a board member and director for the Millstone Ridge Tax District, helping regulate community infrastructure and initiatives. 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, and consulting services across multiple program structures, primarily delivering advice through non-discretionary arrangements.

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 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 financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Voya, he held roles at Barron Financial Group and Raymond James & Associates. Outside of his advisor role, Fisher serves as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures emphasizing recommendation-based advice.

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 worked at KeyBank and Westfield Bank prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee models, separately managed accounts, and brokerage products. The firm operates within the KeyCorp group and emphasizes client-directed model selection supported by ongoing product due diligence and supervisory oversight.

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.