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. Outside of his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily operating on a recommendation-based, non-discretionary asset management model.

Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes multiple roles within Voya and a year with Cetera Adviser Networks LLC. He also holds a notary license. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

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.

Kenneth Rathke is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior experience includes roles at MassMutual, World Equity Group, The Leaders Group, Wealthvest, and Security Distributors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard under a vertically integrated structure.

Richard Pinkos is a financial advisor at Eagle Strategies (NY Life) with over 40 years of experience, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has been associated with NYLife Securities LLC and New York Life Insurance Company since 1986. Outside of his advisory role, Pinkos is active in his community as a board member of Pioneer Valley Christian School, vice chair of the Polish Center for Discovery and Learning, a member of the Springfield Symphony Orchestra Development Committee, and an educator at the Springfield Museums. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and the University of Connecticut. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary recommendations across multiple program structures, including wrap programs and third-party money manager access.

Darien Lewie is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked at Infinex Investments, Inc., Lewie Insurance, Woodbury Financial Services, Inc., and Merrill. Outside of financial advising, he owns and operates a property and casualty insurance agency and works as a laborer for Tom Fredo Home Builders. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, providing clients access to alternative investments, lending solutions, and both discretionary and non-discretionary investment management.

Carol Beloin is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Edward Jones, and various positions in insurance and real estate. She is also involved in fixed insurance sales, dedicating less than 10% of her time to this activity during business hours. 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 services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent for five years. Leopold also operates a tax preparation and non-variable insurance business under the name Leopold Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors using various investment strategies and technology tools.

James Dowd is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 13 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Christine Jones is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved as a landlord in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Ty Martinelli is a CFP® with 21 years of experience in financial advising, currently with LPL Financial since 2011. He previously worked at Mariner Financial Group, LLC and The Westerman Group, LLC. Martinelli also acts as an independent insurance agent selling life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports client strategies with both proprietary and third-party resources.

Nolan Glenn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at M Holdings Securities, Inc. and FactSet Research Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Stimson is a financial advisor with Ameriprise in South Windsor, CT, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Voya Financial and its affiliates from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Arnold Magid is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

David McMahon is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Voya Financial and Voya Financial Advisors, INC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Jack Anderson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Grenier Financial Advisors and has academic experience at the University of Massachusetts Amherst and Syracuse University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and integrated financial services.

Sean Parent is a Series 66 licensed financial advisor with Edward Jones in East Longmeadow, MA, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at SABIS International Charter School for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lawrence Agler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Beacon Financial Group, where he has been involved since 1994. Outside of advising, he owns Modern Insurance Solutions, LLC and Beacon 401K Advisors, LLC, both non-investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Casale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at CUSO Financial Services and Westfield Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.