Walter Buettel III is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Meritage Financial Strategies, Commonwealth Financial Network, and a long tenure at VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Matthew Shannon is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Shannon has been with Voya Financial and its affiliate since 2014. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both non-discretionary and discretionary asset management through a large network of advisers.

Marty Baron is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for 11 years. Outside of his advisory role, he serves as the Treasurer and Finance Committee Chair at the Hartford Art School, Inc. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm structures client relationships around investment policy statements and model allocations, utilizing both in-house and external strategists, with a mix of non-discretionary and discretionary account management.

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. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior firms include MassMutual Financial Group and Northwestern Mutual entities, among others. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to implement client-focused investment solutions, operating in both advisory and broker-dealer capacities.

Jennifer Grennan is an investment advisor with OSAIC Institutions, INC. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Her work history includes roles at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. Outside of advisory services, she is involved in retail banking at Ion Bank. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with a substantial non-discretionary asset base and provides clients with options for discretionary or pre-approval control over transactions.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Voya Financial Advisors, he worked for CVS/Pharmacy for 12 years. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies, offering both discretionary and non-discretionary management options.

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 20 years of industry experience. He has worked at Ion Bank since 2019 and previously at Infinex Investments, United Banks, LPL Financial, and MSI Financial Services. 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 a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Laura Sundquist is a CFP® professional with 14 years of industry experience. She is currently with Private Advisor Group, LLC and has held prior roles at Sage Financial Design, Inc. and Connecticut Wealth Management, LLC. In addition to her advisory work, Ms. Sundquist is a Certified Public Accountant who provides tax advice and tax preparation services independently from her investment practice. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

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.

Vincent Fortini is a financial advisor with Key Investment Services LLC in Feeding Hills, MA, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes multiple roles with Key Investment Services LLC and KeyBank, as well as positions in sports medicine and with Sullivan Paper Company. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver discretionary and non-discretionary investment solutions, integrating services with KeyCorp affiliates for additional financial capabilities.

Christopher Nardone is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and over 23 years of industry experience. His career includes roles at Ion Bank, Infinex Investments, United Bank, LPL Financial, PNC Wealth Management, Raymond James Financial Services, and Cetera Investment Services. He currently manages an investment program 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 network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary asset management.

Michael Filippi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to his current tenure at Voya beginning in 2020, he worked at Guardian Life from 2015 to 2019. Filippi serves as a board member for the Millstone Ridge Tax District, where he helps maintain and regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary account management through a large network of advisors.

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.

Meagan Crook is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. Her background includes roles at First Command Advisory Services, First Command Financial Planning, and Saddles In Service, as well as service in the US Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centrally managed model portfolios and prescreened third-party managers.

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 (New York Life) based in South Windsor, CT. He holds the Series 63 and Series 65 designations and has 31 years of industry experience, including long-term roles with NYLIFE Distributors LLC and New York Life Insurance Company. Outside of his advisory work, he performs with The Misfit Toys, a band that plays at various events. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional plans, and charitable organizations. The firm offers tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Victor Deangelis is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis participates as a member of the UNICO Avon CT Chapter, a nonprofit organization focused on education and charity awareness. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists and tools such as Morningstar-powered advice to support both non-discretionary and discretionary account management.