William Anderson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. He has previously worked at Redwood Private Wealth LLC, Belpointe Asset Management, and LPL Financial. In addition to his advisory role, he is involved with Brookwood Insurance Group, an affiliated insurance business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains a network of proprietary partner offices alongside multiple affiliated businesses, managing over $1.25 billion in assets as of the end of 2025.

Gary Wolff is a financial advisor with ValMark Advisers, Inc. in Manchester, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2007. Wolff is also president of Wolff Insurance Inc. and serves on several nonprofit boards, including the Connecticut Section PGA Golf Foundation and the Connecticut Center for Entrepreneurship & Innovation at the University of Connecticut. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

John Frigeri is a financial advisor at Madison Partners with 20 years of industry experience. He previously worked at Voya Financial Advisors for 12 years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, using a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives.

Jonathon Torres is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at TD Bank N.A., Santander Securities, LLC, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. 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 offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

Leo Goodin is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 12 years. Outside of his advisory role, he serves as president of Taxes Plus Wealth Management Inc., a tax preparation and planning firm for individuals and small businesses. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Steven Draczynski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Commonwealth and Gottfried & Somberg Wealth Management since 2018 and previously spent 17 years with Fidelity Investments. Outside of advising, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. 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 support services, including wealth management and retirement plan consulting, and provides a platform that combines discretionary portfolio management with access to diverse securities and insurance products.

Xerxes Nabong is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. He has been associated with United Planners since 2016 and is also involved with Greenwich Partners, LLC and PXP LLC. Outside of advisory work, he has been active in real estate sales and property management through his ownership roles in related entities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers to implement client strategies.

Bruno Simonetti is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including GWFS Equities, Prudential Investment Management Services, 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 certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Frank Loria is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, Santander Securities, LLC, and Santander Bank, NA. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

Ethan Goodman is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, Mass Mutual, Voya, and Prudential. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Gerta Xhelaj is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD-affiliated firms since 2016. Outside of her advisory role, she is a member of an LLC that manages a rental property in Hartford, Connecticut. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Kervin Vincent is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at KeyBank and Westfield Bank prior to his current position. Key Investment Services LLC is an SEC-registered investment adviser that provides 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 employs a multi-provider model and integrates services from KeyCorp affiliates, offering a combination of discretionary and non-discretionary portfolio management with various wrap fee programs.

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.

David Lemoine Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 66 certifications and has worked at firms including GWFS Equities, Inc., Prudential Investment Management Services, Prudential Insurance Company of America, and Waddell & Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s integrated approach links planning and managed account solutions with Empower’s recordkeeping and administrative platforms.