Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Voya and its affiliates since 2015. Outside of his advisory role, Perkins works as a freelance writer, producing feature-length profiles on musicians focused on the art of creating music. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver customized investment solutions, often through non-discretionary client relationships.

Jeffrey Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2007 and is also affiliated with GFA Financial Group. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

Stephen Andreotta is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Voya Financial Advisors since 2014. Outside his advisory role, he is involved in selling non-registered fixed and fixed index annuities. Voya Financial Advisors, Inc. is an enterprise-scale 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 through a broad network of advisers, utilizing model portfolios and technology-enabled tools with a focus on both discretionary and non-discretionary management.

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.

Daniel Yanotchko is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Yanotchko has been with Voya in various capacities since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with Allen Financial Group, Nylife Securities LLC, and New York Life. Outside of advising, she serves as Committee Chair for the Alzheimer's Association of Connecticut and owns a membership boating club. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management within the integrated New York Life structure.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

Gregory Miller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, he serves as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios and technology-enabled tools within both discretionary and non-discretionary account structures.

Eli Burrows is a financial advisor with Eagle Strategies (New York Life) in Windsor, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with New York Life and its affiliated entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm utilizes various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Francis Tedesco is a CFP® professional with three years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Dennis Gero is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Commonwealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. 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 variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Jeanmarie Deliso is a CFP® with over 31 years of experience in the financial services industry. She is affiliated with Eagle Strategies (NY Life) and has held roles at Mahoney Financial Organization, Deliso Financial Services, and New York Life entities throughout her career. Deliso serves on several nonprofit boards, including the Baystate Health Foundation and the Community Music School of Springfield, reflecting her involvement in community organizations. She is also an owner of a refrigeration business and participates as an investor and board member in various local enterprises. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm specializes in tailored, non-discretionary advisory solutions and works with diverse client types, including defined contribution and benefit plans, charitable organizations, and corporate clients.

Amy Santarelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at UBS Financial Services and Ernst Financial Group. She is also the owner of Amy Santarelli Wealth Management LLC, a private entity facilitating securities, advisory, and insurance business. 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 operational support, with advisors typically constructing client portfolios from diverse securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Maryellen Gordon is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds the Series 66 designation and has been with Voya-affiliated firms since 2000. In addition to her advisory role, she is an independent insurance agent offering long-term care and life insurance products, as well as fixed, indexed, and variable annuities. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, using a combination of in-house and external strategies, model portfolios, and technology-enabled tools.

Stephanie Slappendel Modean is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Arbor Point Advisors and Securities America, Inc. Outside of her advisory role, she serves as a trustee for the First Presbyterian Church of Hartford. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and retirement consulting services, using a mix of fundamental and technical analysis alongside platform relationships to support its clients.

Amanda Vasta is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has worked at Reilly Financial Group, CoStar Group, Verisk Inc, and MassMutual, among other firms. 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 back-office support, enabling advisors to construct client portfolios from diverse securities and insurance products while offering discretionary model portfolios managed by its Investment Management and Research team.

Richard Labriola Jr. is a CFP® certificant with 16 years of experience in the financial services industry. He is affiliated with OSAIC Institutions, INC. and has held positions at Ion Bank, Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. 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, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

David Fedor is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network since 2010. He is also the President and Owner of Fedor Financial Group, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Timothy Driscoll is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including 12 years with Voya Financial Advisors. 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 a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products through a combination of in‑house and external strategists and technology-enabled tools.