James Stockman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Capital, Inc., Gwfs Equities, Inc., and Oppenheimerfunds. Outside of advising, he is involved in real estate as a landlord. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services implemented based on client risk profiles and available on discretionary or non-discretionary bases.

Justin Rodrigues is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Ion Bank since 2019, Infinex Investments, Inc since 2016, and United Bank from 2016 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements, financial planning, and access to alternative investments. The firm’s advisory network utilizes a combination of fundamental and technical analysis and provides predominantly non-discretionary asset management.

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.

Fantazia Montero is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 licenses and possessing two years of industry experience. Prior to joining Voya Financial Advisors, she worked in various roles including positions at AT&T Mobility and food delivery services. Outside of her advisory work, she is also active as a food delivery driver. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a wide range of services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Anthony Migliozzi is a financial advisor with Commonwealth Financial Network in Suffield, CT, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Innovative Wealth Managers and Edward Jones. Outside of his advisory role, he owns a private financial planning firm, Migliozzi Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers customizable portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

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.

Ralph Johnston III is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been active as an insurance agent specializing in life and health insurance and fixed annuities since 2000. Johnston is a member of the WIDHAM Chamber of Commerce, a local networking group of business owners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, and institutions. The firm offers advisory and brokerage services through independent representatives and supports a range of investment and cash-management solutions across multiple custodians and third-party managers.

Philip Maliniak is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 19 years of industry experience and has held various roles including ownership and membership in multiple real estate and financial services firms. Outside of his advisory work, he serves as a board member and vice president of OTSL/HRSC/NASSC, a community and charitable organization in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset management approach.

Mario Silva is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Silva has worked at various Voya entities since 2014. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice through multiple program structures, primarily in non-discretionary arrangements where clients approve recommendations before transactions are executed.

Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been associated with Voya in various capacities since 2014. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a wide range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary relationships.

Keith Williams is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. In addition to his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. Voya Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily delivering non-discretionary, recommendation-based advice.

Michael Meehan is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Cetera Adviser Networks LLC and Allied Community Resources. He also maintains a notary license. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, mostly operating on a non-discretionary recommendation basis.

David Neal is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Coburn & Meredith Inc for six years and has been with Integrated Wealth Concepts and LPL Financial since 2018. 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, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by short-term rebalancing trades.

Paul Vegiard Jr. is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Monson Savings Bank, Infinex Investments, United Bank, and Santander Securities. He currently serves as a financial advisor at Monson Savings Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives employs a mix of analytical approaches and offers both advisory and brokerage solutions, with a notable focus on non-discretionary asset management.

Dennis Morin is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at GFA Financial Group and Commonwealth Financial Network since 2006. Outside of advising, he is an author. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, compliance, and practice-management support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Northwestern Mutual and spent four years at the University of Connecticut. In addition to his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers comprehensive financial planning, portfolio management, and plan-sponsor consulting through various program structures, often providing non-discretionary recommendations.

Ryan Howard is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and MassMutual Life Insurance Company. His background includes roles outside of financial services, such as positions at WoodnTap and Harry's Place. Key Investment Services LLC serves individuals, including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Timothy Alston is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior experience includes positions at TIAA-CREF and Planet Home Lending. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments. In this role, she is responsible for delivering customer service and leading her team through coaching, feedback, and recognition. She focuses on creating a workplace culture that empowers and motivates her team members to achieve their potential. Basia's professional experience includes positions at Fidelity Investments such as Client Services Team Leader, OBTL, and CRM, as well as roles at Fairbanks Wealth Management and Janney Montgomery Scott, where she served as an Account Executive and Assistant Branch Manager respectively. This background reflects her broad experience in financial services and leadership. Outside of her professional career, Basia enjoys activities such as cooking and baking, fitness, spending time with pets, reading, and traveling.

Rachel Sorrentino is a CFP® with 28 years of experience in the financial services industry. She is currently with RBC Capital Markets and has held prior roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she is active as a driver for ride-sharing services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment and advisory programs utilizing both in-house and third-party managers, with capabilities in discretionary portfolio management, financial planning, and integrated capital markets services.