Steven Moretta Sr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures that emphasize recommendation-based advice.

Margaret Czyz is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at TD Ameritrade from 2012 to 2021 and joined TD Private Client Wealth LLC and TD Bank N.A. in 2023. Outside of her advisory role, she serves as a catechist for grade school students at St. Patrick Church in Farmington, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, and financial planning support, using a blend of affiliated and third-party sub-managers within its investment strategies.

Christopher Caldwell is a financial advisor at Voya Financial Advisors, Inc. with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Voya Financial Advisors since 2014, including its affiliated entities. Voya Financial Advisors, Inc. serves a wide range of clients, including individual and institutional investors such as 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 recommendation-based, non-discretionary arrangements.

Jocelyn Dent is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds the Series 66 designation and has worked with TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Philip Parker is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Prudential Investment Management Services LLC and KeyBank. Outside of his advisory work, he serves as treasurer for Trail Life USA Troop 1635 in Newington, Connecticut. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Michael Salisbury is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with an emphasis on non-discretionary, recommendation-based client relationships.

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 previously worked at firms including Arbor Point Advisors, Hammond Iles Wealth Advisors, and LPL Financial. Outside of advising, he is a licensed independent insurance agent. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory programs, utilizing both proprietary guidance and third-party platforms.

Amy Henley is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience. Her career includes roles at Directed Services LLC and multiple Voya entities since 2014. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based advice with a significant portion of assets managed on a non-discretionary basis.

Paul Duquette is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Citizens Securities, and Santander Securities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a broad range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management solutions, operating primarily through a network of investment adviser representatives.

Thomas Filomeno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 15 years of industry experience. His prior roles include positions at Marcum Wealth, LLC and Marcum, LLP, and he serves as Managing Director at CBIZ, Inc., advising clients on tax matters. Filomeno also holds treasurer roles with the CT Tooling & Machining Association, Inc. and the SARA-SEA Association, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Donna Mcandrew is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience. She has been with Voya in various capacities since 2014, including roles at Voya Investment Distributors and Voya Financial Partners. Voya Financial Advisors, Inc. serves a diverse clientele comprising individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a wide range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based relationships.

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.

John Kirsch is a financial advisor at Lincoln Investment with 23 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent seven years at Legend Equities Corporation. Outside of finance, he owns and operates a handyman service and has apprenticed in the electrical trade. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, including both discretionary and non-discretionary programs, and employs strategic and tactical investment approaches supported by an Investment Management & Research team.

Sandra Larson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, University of Hartford, Webster Bank, and People's United Bank prior to her current role. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, access to mutual funds and ETFs, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers across its managed portfolio offerings.

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.

David Lemoine Jr. is a financial advisor with Empower Advisory Group in Manchester, CT, holding Series 66 and Series 65 credentials and possessing 18 years of industry experience. He has worked at GWFS Equities, Inc. and Prudential Investment Management Services, as well as Prudential Insurance Company of America since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering planning focused on long-term portfolio returns and client savings rates.

Marc Charette is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab & Co. Inc., PFSI Investments Inc., and Primerica Financial Services. Outside of finance, he works as a second shift and weekend supervisor at Young Pharmaceuticals and is involved as a musician and drummer with Mc Drummer/Music Consultant LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to various investment products, and financial planning support. The firm utilizes a blend of affiliated and third-party sub-managers within its portfolio construction approach.

Michael Mc Grath is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his career in financial services, he spent 17 years at NBC Sports. Outside of his advisory role, he serves as President of the Westmont Association, organizing community events and volunteer efforts for his neighborhood. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Aaron Lavigne is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and with VOYA Financial since 2014. Outside of advising, he owns Lavigne Marine, LLC, a retail and wholesale business for hobby merchandise. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary, recommendation-based programs and operates both as an SEC-registered investment adviser and a broker-dealer.