Nicholas Kreuzer is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Prior to joining Kestra, he held roles at LPL Enterprise and has diverse work experience including positions in education and retail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds.

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) based in Windsor, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2026 and operates Grant Financial Solutions, LLC. Grant serves as a board member for both 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 a diverse client base, including individual investors, corporate clients, and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dale Breault is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Lincoln Investment Planning since 2013. Outside of his advisory role, he serves on the Finance Counsel at Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit focused on empowering Catholic educators. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Michael D. Apice is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015 and has operated his own financial practice since 1992. He serves on the advisory board of a local bank, providing community input on accessibility and engagement. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized advisor-led management combined with model-based strategies, alongside a range of financial planning, education, and consulting solutions.

Benjamin Nixon is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been associated with various parts of Voya since 2014 and currently serves as an auditor for the East Glastonbury Fish and Game Association, where he co-chairs auditing activities and produces semi-annual financial reports. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers a range of financial planning, portfolio management, and retirement advisory services to individuals, institutions, and organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Robert Klein is a ChFC® and holds a Series 66 license with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has concurrently worked at the University of Connecticut since 1972. Outside of his financial advisory work, he serves as a part-time chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment management solutions.

Paul Boilard is a financial advisor with Empower Advisory Group in Manchester, CT, holding Series 63, 65, and 66 licenses. He has 31 years of industry experience, having previously worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Steven Filanowicz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera Wealth Services, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Christopher Connelly is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Kestra Advisory since 2016. Connelly is a partner in Foley/Connelly Benefits Group and serves on the board of the West Springfield Boys and Girls Club. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Shane Reilly is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

John Basile is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYlife Securities LLC, New York Life Insurance Company, Universal Retirement, and Verizon Wireless. 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. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Jael Padilla Lozada is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. She has been with Voya since 2020. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory programs, combining in-house and external resources with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.

Alex Corrigan is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Voya and its affiliates since 2015. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios combined with technology-enabled tools to manage accounts, often on a non-discretionary basis, while also maintaining a dual registration as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Joshua Gottfried is a financial advisor with Commonwealth Financial Network in Hartford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Teachers Retirement Planning Services, LLC and Commonwealth Financial Network since 1999. Gottfried is also involved in tax preparation services through a private entity co-owned with a partner. 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 provides discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Natalia Troshin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving 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 representatives, utilizing model portfolios and technology-enabled tools to support both discretionary and non-discretionary client accounts.

Nicolas Santos is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies. Outside of finance, he has experience operating Brothers Associates Landscaping and Masonry LLC. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Jeffrey Fogle is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and GWFS Equities, Inc. In addition to his advisory work, he facilitates insurance services for individual clients through Schuster Driscoll, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions.