Elizabeth Derway is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 30 years at Coburn & Meredith, Inc. She provides administrative support to Integrated Wealth Concepts, an independent investment advisory firm. 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.

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 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., and USI Consulting Group. Outside of her advisory work, she serves as a trustee for the First Presbyterian Church of Hartford. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services delivered through multiple program models and access to alternative investments and affiliated capabilities.

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.

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.

Troy Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and located in Vernon, CT. His prior experience includes roles at UBS, Morrissey Wealth Management, and involvement with Sacred Heart University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kevin Sugermeyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group Securities, Inc. among others. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within an online planning platform to support clients' retirement goals.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. In addition to his advisory role, he is involved in fixed insurance sales. 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 broad platform including managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 uses a multi-provider model with discretionary implementation and non-discretionary client selections, and it integrates services from KeyCorp affiliates including banking and capital markets.

Alyssa Decker is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 12 years with VOYA. Outside her advisory role, she is involved in property management and rental activities, including managing an Airbnb rental property. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to provide mostly non-discretionary investment management.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Voya, Santander Bank, and Paychex. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Daniel Mancini is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Empower Financial Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

James Craig is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Voya Financial Advisors since 2016, following two years at Voya Investment Management CO. LLC. Outside of his advisory role, Craig serves as an assistant coach for a U10 boys soccer team in Windsor, CT. Voya Financial Advisors, Inc. is an enterprise-scale firm providing a range of financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment management through a large network of adviser representatives.

Raman Grover is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes roles at Ion Bank, Infinex Investments, United Bank, Key Investment Services, LPL Financial, Merrill, and Citigroup Global Markets. Additionally, he serves as a Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model, offering customized advisory services, financial planning, and access to alternative investments through a network of investment adviser representatives.

Steven O Keefe Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Voya in 2019, he worked at Foresters Advisory Services LLC and Foresters Financial from 2016 to 2019, as well as Catalyst Prep LLC from 2016 to 2017. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement advisory services, utilizing both in-house and external strategists alongside technology-enabled tools to support client investment decisions.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

Philip Kolidas is a Series 66-licensed advisor at Key Investment Services LLC with three years of industry experience. He previously worked at Whitetip Investments for seven years. Kolidas is based in Manchester, CT. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation by Envestnet, supported by the Key Wealth Chief Investment Office and third-party managers who design strategist portfolios.

James Kaufmann is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2011. Additionally, he is an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.