Jeanmarie Deliso is a CFP® with 30 years of experience in financial advising, currently with Eagle Strategies (NY Life). Her career includes roles at Mahoney Financial Organization and long-term engagements with New York Life entities. She serves on the boards of the Baystate Health Foundation, the Community Music School of Springfield, and the PoMA Organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional sponsors, and corporate clients. The firm offers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

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 with Voya Financial Advisors, Inc., holding a Series 66 designation and 29 years of industry experience. She has been with Voya since 2014. In addition to her advisory role, she operates as an independent insurance agent providing long-term care, life insurance, and annuities to clients. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through multiple program structures, focusing primarily on non-discretionary recommendation-based relationships.

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 previously worked at Arbor Point Advisors, Securities America, and USI Consulting Group. She serves as a trustee for the First Presbyterian Church of Hartford, overseeing operations alongside other trustees without decision-making authority over funds. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers a range of services such as investment management and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

Richard Labriola Jr. is a CFP® with 16 years of industry experience currently affiliated with OSAIC Institutions, INC. He has worked with Ion Bank and Infinex Investments, Inc. since 2019 and was previously with Key Investment Services LLC from 2016 to 2019. 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 provides customized advisory services and operates a hybrid adviser/broker-dealer structure with access to lending solutions and alternative investments.

Timothy Driscoll is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Voya Financial and its affiliate firm since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services across financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily offering recommendation-based advice through various program structures.

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 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.

Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and collaborates closely with affiliated entities within the KeyCorp group.

Alyssa Decker is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 credentials and has 17 years of industry experience, including 12 years with Voya. Outside of her advisory role, she manages rental properties as a landlord and Airbnb property manager. Voya Financial Advisors serves a diverse client base including individual, institutional, and high-net-worth clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at firms including Financial Engines Advisors L.L.C., Voya, and Santander Securities. 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 select retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and integrated solutions tied to Empower’s recordkeeping and administrative platforms.

Daniel Mancini is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at 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, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Craig is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he serves as an assistant coach for a U10 boys' soccer team at the Windsor Soccer Club. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors. The firm offers a broad range of financial planning and investment services through multiple program structures, with an emphasis on non-discretionary, recommendation-based advisory relationships.

Raman Grover is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ion Bank since 2019, where he serves as a vice president. His prior experience includes roles at Infinex Investments, United Bank, and Key Investment Services LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer structure with both discretionary and non-discretionary account management.

Steven O Keefe Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior experience includes roles at Foresters Advisory Services LLC and Catalyst Prep LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Daniel Rider is a financial advisor at NewEdge Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, and Twiage. Outside of his advisory work, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors serves a broad range of clients including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

Philip Kolidas is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Key Investment Services LLC, having worked previously at Whitetip Investments for seven years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and conducting due diligence on advisory products.

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.