Naranchimeg Mijid is a financial advisor at Bankers Life Advisory Services, Inc. with over four years of industry experience. She holds a Series 66 designation and has worked in various roles within Bankers Life subsidiaries since 2020. In addition to her advisory role, she is a licensed insurance sales associate specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk profiles.

Timothy Ingalls is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, and Cetera Advisors, among others. He is based in Windsor, Connecticut. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base ranging from individuals and retirement plans to corporate, charitable, and sovereign wealth fund clients. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and platform integrations to provide access to alternative investments and structured products.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Stephen Salmon Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Score Priority, Equitable Advisors, Aetna, and the University of Hartford. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios combining in-house and external strategies, delivering both discretionary and non-discretionary management through a large network of advisers.

Philip Nemphos is a financial advisor with Commonwealth Financial Network based in Manchester, CT. He holds Series 63 and Series 65 credentials and has nine years of industry experience. He has been affiliated with Murray, Montovanni, Nemphos & Tierinni since 1993. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Eric Spooner is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA and its affiliated entities since 2001. Outside of his advisory work, he serves as an independent insurance agent, selling fixed life, annuity, and long-term care insurance when appropriate. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategies with technology-driven tools.

Theresa Cahill is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has been associated with Cahill & Associates Financial Services, LLC since 2012 and worked at Voya Financial Advisors from 2014 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jack Alissi is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and five years of industry experience. He has worked at Omnica Wealth and CIG Private Wealth Management prior to his current role. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

George Henry Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 65 and Series 63 credentials and having one year of experience with the firm. He has a long career as a member of the CPA firm Henry, Raymond, Morin & Thompson, LLC, dating back to 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing customized portfolios with a combination of mutual funds, ETFs, individual equities, and fixed income, and balances long-term strategies with shorter-term portfolio adjustments.

Francis Leblanc is a financial advisor with VOYA Financial Advisors, Inc., 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 nine years. In addition to his advisory role, he operates as an independent insurance agent selling and servicing fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing investment policy statements, model portfolios, and technology tools, with many programs managed on a non-discretionary basis alongside select discretionary arrangements.

Jenna Fiore is a financial advisor at Janney Montgomery Scott LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Janney in 2026, she worked at Wells Fargo Clearing for 10 years and Equitable Advisors for one year. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jacqueline Baldwin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include positions at Riverbend Financial Solutions, OneAmerica Securities, American United Life, Commonwealth Financial Network, and Bradley & Johndrow, LLC. She serves as a board member for both NAIFA Connecticut and the NAIFA Foundations Board of Trustees and is involved in non-variable insurance sales and food delivery driving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers investment options through risk-based mutual fund portfolios and supports plan sponsors and participants with education, personalized planning, and separation counseling.

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual, MML Distributors LLC, and Gwfs Equities, Inc. since beginning his career in 2015. Voya Financial Advisors, Inc. is an enterprise-level advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates both in-house and external strategists, model portfolios, and technology tools to support client relationships, often operating in a non-discretionary capacity while also managing certain accounts with limited discretion.

Priya Tater is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at KeyBank and Fifth Third Bank. Outside of her advisory role, Priya assists her husband with managing a rental property. Key Investment Services LLC is an SEC-registered investment adviser that provides 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 utilizes a multi-provider model for portfolio management and integrates services from KeyCorp affiliates, offering both discretionary and predominantly non-discretionary investment solutions.

Frederic De Baeck is a financial advisor with Money Concepts Capital Corp in Wethersfield, CT, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Money Concepts Capital Corp and its affiliate Money Concepts FPC since 2002. Additionally, he serves as an office manager at Massaro Wealth Management, where he has been involved in financial planning since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm supports approximately 431 advisors managing around $3.33 billion across about 14,700 clients, utilizing multiple managed programs and a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Alexander Laureano is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation. He joined the firm in 2025 and has prior experience with Travelers Insurance and law enforcement agencies including the West Hartford Police Department and the Hillsborough County Sheriff's Office. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.