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 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.

James Fisher is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience and a Series 66 designation. He previously worked at Raymond James & Associates and Barron Financial Group and holds leadership roles in business networking organizations including serving as President of the Burlington Lions Club and Vice President of a BNI group. James is also involved in community service through volunteer positions with the Burlington Land Trust. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools, providing both discretionary and non-discretionary investment solutions across a broad product shelf.

Steven Moretta Sr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Moretta has been with Voya Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of financial planning, portfolio management, and retirement advisory services. The firm combines in-house and outside strategists with technology-enabled tools to deliver investment recommendations primarily on a non-discretionary basis.

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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Voya in various capacities since 2014, including roles at both VOYA Financial Advisors and VOYA Financial. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies delivered via technology-enabled tools, with many accounts managed on a non-discretionary basis under a dual SEC-registered investment adviser and FINRA-member broker-dealer structure.

Michael Salisbury is a financial advisor at VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, employing both in-house and third-party strategies with a focus on client-approved investment decisions.

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. in Windsor, CT, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked with various Voya entities since 2014 and was previously with Directed Services LLC from 2010 to 2017. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, providing both non-discretionary and limited discretionary management options.

Paul Duquette is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Bank, Citizens Securities, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, offering customized advisory services, third-party asset manager referrals, alternative investments, and lending solutions.

Donna Mcandrew is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Voya Financial and its affiliates since 2006, with a brief tenure at Merrill in 2006. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of representatives, using a mix of in-house and external strategies with both discretionary and non-discretionary account management.

John Kirsch is a financial advisor with Lincoln Investment in Hampden, MA, holding a Series 66 designation and 23 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Equitable Advisors. Outside of his financial career, he owns and operates a handyman service and has engaged in electrical apprenticeship training. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a broad network of independent advisors.

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.

Michael Patrakis is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Newbury Associates since 1996. He is based in E. Longmeadow, MA. Patrakis is also the owner of Newbury Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Michael Mc Grath is a financial advisor with Eagle Strategies (New York Life) in Windsor, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to entering financial services, he worked for 17 years at NBC Sports. Outside of his advisory role, he serves as president of the Westmont Association, coordinating community events and neighborhood maintenance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Aaron Lavigne is a financial advisor with VOYA Financial Advisors, Inc. based in Windsor, CT, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with Voya Financial and its advisory affiliate since 2014. Outside of his advisory role, he owns Lavigne Marine, LLC, a retail and wholesale business specializing in hobby merchandise. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers through technology-enabled tools and a mix of discretionary and non-discretionary account management.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.