Justin Rodrigues is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 15 years of industry experience. His career includes roles at Ion Bank since 2019, Infinex Investments, Inc since 2016, United Bank from 2016 to 2019, and LPL Financial in 2015. 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 with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary accounts.

Peter Patrakis is a Series 66-registered advisor with Commonwealth Financial Network, based in E. Longmeadow, MA. He has one year of industry experience with Commonwealth Financial Network and Newbury Wealth Management. Prior to his advisory career, he was involved with Family Bike & Sports for five years. 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 offers a range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios supported by a dedicated investment management and research team.

Claudia Pereira is a financial advisor with TD Private Client Wealth LLC in Springfield, MA, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with TD Private Client Wealth LLC since 2021 and previously worked at TD Bank N.A. for nine years. Outside of finance, she works part-time as an office clerk for Blanco Electric LLC, assisting with administrative tasks. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing strategic and tactical asset allocation across affiliated and third-party managers.

James Zien is a CFP® with 39 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2018. Prior to this, he spent 13 years at Ameriprise Financial Services, Inc. He is also the owner of Trailhead Financial LLC, a private entity through which he conducts securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options.

Fantazia Montero is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Voya Financial Advisors in 2025, she worked at Voya Financial Partners, LLC and Voya, as well as in various roles outside the financial industry. In addition to her advisory work, she also works as a food delivery driver for DoorDash. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account programs, and access to third-party money managers, combining technology and a wide product shelf to implement investment strategies tailored to client needs.

Anthony Migliozzi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and over 21 years of industry experience. His career includes roles at Edward Jones and Innovative Wealth Managers. He is also the owner of Migliozzi Financial Planning, LLC, a private entity facilitating securities, advisory, and insurance business. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Keith Chapman is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Momentum Solar and in education at Regional School District No.6. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly for retirement plans.

Michael Shea is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is also the owner of Pension & Benefits Associates, Inc., a private entity involved in securities, advisory, and insurance business. His prior work includes positions at BlackRock Investments and Columbia Management Investment Distributors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors to construct client portfolios from a wide range of securities and insurance products.

Keith Steele is a financial advisor with Empower Advisory Group in Granby, CT, holding Series 63 and Series 66 credentials. He has four years of industry experience, including roles at MassMutual and EXP Realty. Outside of financial advising, he has worked as a part-time real estate agent and a shuttle bus driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning solutions.

Mario Silva is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes multiple roles within Voya Financial entities since 2001. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at various Voya entities since 2014. In addition to his advisory role, Singh is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to manage client portfolios, often on a non-discretionary basis, and offers both affiliated and unaffiliated investment products through a large network of advisors.

Ashleigh Case Briggs is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked with TD Bank N.A. since 2013 and was previously employed at Munson's Chocolates for twelve years. 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 investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Keith Williams is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya since 2014, following a tenure at Valic Financial Advisors. Outside of his advisory role, Williams serves as a foster care provider, offering housing and basic needs support for adolescents through the Department of Child & Family Services. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include several positions within Voya-affiliated firms and a brief tenure at Cetera Adviser Networks LLC. Meehan is also a licensed notary. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Kenneth Rathke is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Wealthvest, Security Distributors, and The Leaders Group, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under fiduciary standards.

Paul Vegiard Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Monson Savings Bank, Infinex Investments, Inc., United Bank, and Santander Securities LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm emphasizes customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments and lending solutions.

Richard Pinkos is a financial advisor at Eagle Strategies (NY Life) with over 40 years of experience, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has been associated with NYLife Securities LLC and New York Life Insurance Company since 1986. Outside of his advisory role, Pinkos is active in his community as a board member of Pioneer Valley Christian School, vice chair of the Polish Center for Discovery and Learning, a member of the Springfield Symphony Orchestra Development Committee, and an educator at the Springfield Museums. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc. in Windsor, Connecticut, holding a Series 66 designation and eight years of industry experience. His career includes roles at Voya Financial Advisors and Northwestern Mutual. He is also an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using model portfolios and technology-enabled tools to implement client recommendations across both discretionary and non-discretionary account structures.

Robert Lareau is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2011 to 2021 and has been with Main Street Financial since 2021. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, compliance, and technology.

Darien Lewie is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Woodbury Financial Services, and Infinex Investments. In addition to his advisory role, Lewie owns and operates Lewie Insurance, a property and casualty insurance agency, and works as a laborer for Tom Fredo Home Builders. 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 under a hybrid adviser/broker-dealer structure with discretionary and non-discretionary account options.