John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Alyssa Decker is a financial advisor with VOYA Financial Advisors, Inc. and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 12 years with VOYA. Outside of her advisory role, she manages short-term rentals, including operating an Airbnb property. 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 offers a variety of financial services, including planning, portfolio management, and third-party money manager access, primarily providing non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Empower Financial Services in 2025, she worked at Financial Engines Advisors, Voya, Santander Bank, and Paychex. 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 certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

James Craig is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he coaches a U10 boys' soccer team for the Windsor Soccer Club. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and corporations, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm emphasizes recommendation-based advice, primarily managing assets on a non-discretionary basis.

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., holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at VOYA Financial Advisors since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial from 2016 to 2019. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, primarily on a non-discretionary basis.

Michael Rabbitt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he operates an independent insurance business separate from his investment advisory services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

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 at TD Private Client Wealth LLC in Springfield, MA, with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with TD-affiliated firms since 2012. Outside of her advisory role, she works part-time as an office clerk for Blanco Electric LLC, an electrical company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes strategic and tactical asset allocation through a combination of affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

James Zien is a CFP® professional with 38 years of industry experience. He is affiliated with Commonwealth Financial Network and also owns Trailhead Financial LLC, through which he conducts his advisory and insurance business. Prior to his current roles, he worked at Ameriprise Financial Services, Inc. for 13 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides advisors with access to discretionary model portfolios and various investment platforms.

Fantazia Montero is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to joining Voya, Montero worked in various roles including positions at AT&T Mobility and multiple service-oriented companies. In addition to her advisory role, she is also active as a food delivery driver for DoorDash. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based relationships.

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 with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Momentum Solar and Regional School District No. 6. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis.

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 at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MassMutual and EXP Realty. Outside of advising, he has experience as a part-time real estate agent and shuttle bus driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Mario Silva is a financial advisor at VOYA Financial Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes multiple roles within Voya Financial and its affiliated firms since 2014. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing non-discretionary investment recommendations.

Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked within the Voya organization since 2014 in various roles including at Voya Financial Partners, LLC and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside discretionary management options.

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.