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.

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. 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 with Empower Advisory Group holding Series 66 and Series 63 licenses and 17 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., Voya, and Santander Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s integrated model incorporates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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 65 and Series 63 licenses and has a decade of industry experience. His prior roles include positions at Foresters Advisory Services LLC and Catalyst Prep LLC. 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 combines in-house and external strategists, model portfolios, and technology-enabled tools to implement client recommendations, operating both on non-discretionary and limited discretionary bases.

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.

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.

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 with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with TD Private Client Wealth LLC and its affiliated entities since 2012. Outside of her advisory role, she assists part-time with administrative tasks at Blanco Electric LLC, an electrical services 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 a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through a technology platform.

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. She holds Series 66 and Series 63 licenses and has two years of experience in the industry. Prior to joining Voya, she worked in various roles including a food delivery service driver for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and in-house and outside strategists with technology-enabled tools to support both discretionary and non-discretionary investment management.

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 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at EXP Realty and MassMutual. Outside of advising, he has worked 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 their participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and offers integrated services linked to Empower’s recordkeeping and administrative platforms.

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 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.