Amy Henley is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 66, Series 65, and Series 63 licenses and has 31 years of industry experience. Her work history includes over a decade with various Voya entities and seven years with Directed Services LLC. VOYA Financial Advisors, Inc. serves a broad client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary investment advice.

Elizabeth Debassio is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the PFS™ designation and has previously worked at Connecticut Wealth Management, LLC and Marcum Wealth Management, LLC. She operates under the business name WP Financial within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies, leveraging proprietary and third-party investment platforms.

Donna Mcandrew is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 20 years of industry experience. Her career includes roles at various Voya entities since 2006 and a brief tenure at Merrill in 2006. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily focusing on non-discretionary client relationships.

Scott Kieper is a ChFC® credentialed advisor with 35 years of industry experience, currently affiliated with Primerica Advisors in Avon, CT. He has been associated with Guardian Life and Park Avenue Securities since 2014. Outside of his advisory roles, Kieper serves on the Presidents Advisory Council of the Wealth and Wisdom Institute, contributing ideas for books and councils, and is a director at The Life Farm Company, a nonprofit farm offering programs for children and seniors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides integrated account-level solutions such as lending and donor-advised funds.

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.

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.

Albert Dagosto is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including eleven years at Cambridge Investment Research Advisors and over two decades operating under his own name. Outside of advisory services, he is also a commissioned notary in Avon, CT. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of independent advisors.

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 66 and Series 63 licenses and has 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and has worked for Voya Financial 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. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, often delivering non-discretionary recommendations that clients approve before execution.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works at Agia. Outside of finance, Olewnik coaches mountain biking clinics and ski racing, including roles as an instructor and owner of a mountain bike coaching business. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed portfolio models and managing approximately $26.4 billion in discretionary assets.

Kristopher Morin is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT. He holds Series 65 and Series 63 licenses and has experience with firms including LPL Financial, Three Peaks Capital LLC, The Hartford, and Neos LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management and third-party managers.

Penny Nasiatka is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. She previously spent 40 years at Coburn & Meredith, Inc. She holds Series 63 and Series 65 licenses. 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, utilizing customized portfolios with a primarily long-term investment approach.

Donna Williams is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Voya in various capacities since 2015. Outside of his financial advisory role, he works as a freelance writer, creating feature-length profiles on musicians focused solely on the art of music. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advisory services through multiple program structures, primarily on a non-discretionary basis, and operates both as an SEC-registered investment adviser and broker-dealer.

Stephen Andreotta is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is involved in selling non-registered fixed and fixed index annuities. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary client relationships.

Lisa Rancourt is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2013. Outside of her advisory role, she serves as First Vice President and Operations Manager at Ion Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 and lending solutions, operating under a hybrid adviser/broker-dealer structure.

William Kemple is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Commonwealth in 2020, where he also operates Kemple Financial, LLC. Outside of advisory work, he provides tax preparation services through Kemple Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services, combining in-house model portfolios with outsourced execution options.

Daniel Yanotchko is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, CT. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers, primarily through recommendation-based, non-discretionary advice and multiple program structures.