David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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 using mutual funds, ETFs, equities, and fixed income.

Eric Macway is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He has been with Voya Financial Advisors since 2014 and holds Series 63 and Series 66 credentials. Outside of his advisory work, he volunteers as a youth soccer and basketball coach in the South Windsor community. Voya Financial Advisors 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 primarily through non-discretionary, recommendation-based relationships across multiple program structures.

Kendra O'Reilly is a financial advisor with NewEdge Advisors holding a Series 66 designation and 26 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2021 and previously at Key Investment Services LLC from 2016 to 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and access to managed programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

Kathleen Thompson is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial and its affiliates for 11 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to the firm’s recordkeeping and administrative platforms.

Daniel Plis is a financial advisor with Citizens Securities, Inc. in West Hartford, CT. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining Citizens Securities in 2022, he worked at PNC Investments from 2014 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Ashley Brown Bairos is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has held multiple roles in financial services since 2021 and serves as a head coach for a youth hockey team during the winter season. Additionally, she manages finance operations within a separate financial platform and works as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party managers, and comprehensive back-office support, including trading and reporting services.

Mark Van Valkenburg is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, Modern Capital Advisors, and Lincoln Financial Securities Corporation. He is also involved in wholesale distribution of financial products through Frontier Brokerage Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with an investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Brett Esterson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Aetna Capital Management, Cigna Investments, Inc., and Aetna CVS. Outside of his advisory work, he is president of Temple Sinai of Newington and heads logistics for the West Hartford Travel Basketball youth sports league. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Matthew Haddock is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding a Series 65 credential and six years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Gaudreau Wealth New England, Mid Atlantic Capital Corporation, Commonwealth Financial Network, and Innovative Wealth Managers. Outside of advising, he owns Woods Hollow Leather Co., a personal merchandise business. Integrated Wealth Concepts LLC 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, using customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gerald Goldberg is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. He is also the managing member of several non-investment related LLCs. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, integrating fundamental and quantitative analysis, and offers a range of wealth management and advisory services across multiple asset classes.

Douglas Turner is a financial advisor at Integrated Wealth Concepts LLC with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith, Inc. Turner currently also affiliates with LPL Financial, LLC. Integrated Wealth Concepts LLC 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, using customized portfolios and a long-term investment approach alongside sponsored wrap-fee programs.

James Eagan is a financial advisor at Key Investment Services LLC with 14 years of experience. He holds the Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies combined with ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Benjamin Kille is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to joining Wealthspire, he worked at Private Capital Group, LLC for 19 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Kevin Cotton is a CFP® certificant affiliated with Commonwealth Financial Network, with six years of industry experience. He is co-owner of Longtide Financial Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cotton has worked at Commonwealth Financial Network since 2019, including his current tenure, and was previously associated with Samuel Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Edward Steiger is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Linberg & Ripple and M Holdings Securities, Inc. He is also the owner of Wealth Planning Advisors, LLC, a private entity established to facilitate securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary portfolio management offered through its Investment Management and Research team.

Chad Langevin is a CFP® with 15 years of industry experience, currently affiliated with Commonwealth Financial Network in West Hartford, CT. He has worked at Sonder Wealth Advisors and Commonwealth Financial Network since 2019 and was previously with TIAA-CREF from 2015 to 2019. Langevin also served in the Connecticut Army National Guard from 2007 to 2019. 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 $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Amy Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Private Capital Group, LLC for eight years. Miller holds director roles with the Connecticut Women's Council, the Estate and Business Planning Council of Hartford, and Horizons at Ethel Walker School, contributing to strategic direction and fundraising efforts. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement.

Eric Bergenn is a financial advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company and Foresters Financial Services. He serves on the Board of Directors of the West Hartford Chamber of Commerce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Anthony Grant is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He founded Grant Financial Solutions, LLC and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2013 and 2017, respectively. Grant serves as a board member for the West Indian Foundation and InterCommunity Health Care, a community health center focused on substance abuse and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as corporate and charitable clients.