Eric Hutchinson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Commonwealth Financial Network since 1987 and also operates Hutchinson Financial Services, LLC, a securities and insurance business he founded. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

George Henry Jr. is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 designations. He has one year of experience with Integrated Wealth Concepts and has been involved with Henry, Raymond, Morin & Thompson, LLC since 2002. He is also a member of HRT Advisors, a CPA firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios and oversight of third-party asset managers.

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.

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 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Gwfs Equities, Inc. Voya Financial Advisors, Inc. is a large enterprise firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of investment policy statements, model portfolios, and technology-driven tools to deliver both discretionary and non-discretionary investment management through a broad network of advisers.

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.

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.

William Mcdonald is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at GWM Advisors, LLC, TIAA-CREF, Merrill, and MSI Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools.

Elizabeth Lott is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial, The Prudential Insurance Company of America, and Horace Mann Companies. Outside of finance, she is involved in dance and fitness instruction, teaching at the Farmington Valley YMCA and Farmington Valley Academy Montessori, and owning East Coast Dance & Fitness. 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 retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Eric Macway is a financial advisor with VOYA Financial Advisors, Inc., holding the Series 63 and Series 66 designations and having 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he volunteers as a youth soccer and basketball coach in South Windsor, CT. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver mainly non-discretionary investment management through a large network of advisors.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

Kathleen Thompson is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group in 2025, she worked at Voya Financial and its affiliates for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Randy Herz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and 65 credentials and over 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities, including Ameritas Life Insurance and Ameritas Investment Corp., for over 20 years. Herz is also a partner at Herz Financial, LLC, where he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Ashley Brown Bairos is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has held multiple roles in financial services since 2021 and serves as a head coach for a youth hockey team during the winter season. Additionally, she manages finance operations within a separate financial platform and works as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party managers, and comprehensive back-office support, including trading and reporting services.

Keith Leece is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2013, with prior experience at LPL Financial and an earlier tenure at TIAA-CREF. Outside of his advisory work, he has pursued an apprenticeship as a barber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm provides both one-time planning services and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

David Gillard is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience, including roles at Park Avenue Securities since 2014 and Ameriprise in 2002. He serves as a director of The Life Farm Company, a nonprofit farm offering activities and events for children and the elderly. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and digital advisory solutions, with tailored client relationships spanning financial planning, consulting, and ERISA-related retirement plan services.

Charles Yannich Jr. is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has co-founded a marketing entity called Retirement and Money Strategies. Yannich also serves as a notary in Stonington, CT. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform and features a limited partnership ownership structure in which financial professionals hold a majority interest.

Mark Van Valkenburg is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, Modern Capital Advisors, and Lincoln Financial Securities Corporation. He is also involved in wholesale distribution of financial products through Frontier Brokerage Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with an investment approach grounded in fundamental analysis and Modern Portfolio Theory.