Aidan Shaffer is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance Company, and West Hartford Leisure Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider investment platform with both discretionary and non-discretionary model management.

Gary Ruchin is a financial advisor with Commonwealth Financial Network in Vernon, CT, holding CFP® and ChFC® designations and possessing 47 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1985 and has been self-employed since 1979. Outside of his advisory role, he serves as a FINRA arbitrator and provides tax preparation services through his private business, Ruchin & Associates, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Amanda Burgess is a financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to her current role, she worked at The Farmers Cow Calfe & Creamery for three years. She holds the Series 66 designation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Leisl Langevin is a financial advisor with Commonwealth Financial Network and holds the CFP® and Series 63 credentials. She has eight years of industry experience and is co-owner of WHZ Strategic Wealth Advisors LLC. Her prior work includes roles at People’s United Bank and Weiss, Hale & Zahansky Strategic Wealth Advisors. 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 supports affiliated advisors with operations, technology, investment management, and compliance, while offering access to a range of discretionary model portfolios and customized investment solutions.

Lazarus Regueiro is a financial advisor at Empower Advisory Group with six years of industry experience and holds the Series 66 designation. His work history includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., McIntosh Tax and Asset Management Group, LLC, Craig James Financial Services, LLC, and Stony Brook University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Philip Parker is a financial advisor at Empower Advisory Group with 14 years of experience in the industry. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Investment Management Services, KeyBank, and United Bank. Outside of his advisory role, he serves as Treasurer for Trail Life USA Troop 1635 in Newington, CT. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Brandon Koehler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at WHZ Strategic Wealth Advisors and Weiss, Hale & Zahansky Strategic Wealth Advisors. Before entering financial services, he held positions at the University of Connecticut Athletics Department and the Town of Mansfield. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad spectrum of securities and insurance products.

Brad Murphy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gwfs Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Voya Financial Advisors. 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’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.

Michele Spruell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her career includes multiple roles at Key Investment Services LLC and Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products, using a multi-provider platform and integration with KeyCorp affiliates for various financial services.

Jeffrey Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2007 and is also affiliated with GFA Financial Group. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

James Zahansky Jr. is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation, with 11 years of industry experience. He is co-owner of WHZ Strategic Wealth Advisors and has been affiliated with Commonwealth Financial Network since 2014. Zahansky also serves as a corporator for Jewett City Savings Bank. 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 and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program options.

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.

Aleesha Graham is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has two years of industry experience. Her prior experience includes roles at Fidelity Investments and Corrigan Financial, Inc. She has also worked in diverse fields including education and nonprofit support. 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 $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kevin Lewis is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at PricewaterhouseCoopers (PwC) Advisory Services LLC from 2011 to 2024. 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 provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to offer customized advice under Commonwealth’s supervision.

Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selections, and it integrates services from KeyCorp affiliates including banking and capital markets.

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.

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, holding a Series 66 credential and 19 years of industry experience. His career includes roles at companies such as Greenwich Partners, PXP, LLC, and Financial Solutions Group. Outside of advisory work, he is involved in several real estate ventures and serves as a board member and vice president of a community and charitable organization in Virginia Beach. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians and third-party money managers, with a significant portion of its assets managed on a non-discretionary basis.

Tanner Sargent is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 support services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

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.