Thomas King is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current role at Voya, he worked at Perfect Piece Furniture from 2012 to 2018. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting.

Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Nancy Barnwell is a financial advisor with Principal Financial Services, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. Her career includes roles at Prudential Investment Management Services, Empower, and Principal-related entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Gaetano Cannata Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 1994 and previously worked at Sgs Business Associates, Inc. for over three decades. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Peter Pabich is a CFP® with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2021. His prior experience includes roles at The Leaders Group Inc, Private Capital Group, LLC, and Lincoln Financial Advisors. He is also an insurance agent licensed to sell life, disability, and long-term care insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Andrea Mati is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Northwestern Mutual. Outside of her advisory role, Mati co-owns Mati LLC, which operates a self-service car wash and owns a commercial body shop. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Laurie Muscarella is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 31 years of industry experience. She has been with Money Concepts Capital Corp since 1998 and is also involved in tax preparation and accounting through a sole proprietorship associated with Anthony T. Muscarella, CPA. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for about 14,700 clients.

Paul Vaida is a CERTIFIED FINANCIAL PLANNER™ with 28 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Merrill for ten years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients—and offers a range of brokerage, financial planning, consulting, and wrap/advisory programs.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining TD Private Client Wealth in 2023, she was with TD Bank N.A. from 2008 to 2023. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party investment managers.

Joseph Wilkeson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes prior roles at Bank of America, Merrill, and previous positions at Voya Financial Advisors. He has also worked outside finance in the restaurant industry. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and combines SEC-registered investment adviser and broker-dealer functions with multiple affiliated service offerings.

Justin Doyle is a financial advisor with Eagle Strategies (NY Life) in Agawam, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2020 and concurrently with New York Life Insurance and NYLIFE Securities since 2016. Doyle also operates Quinn Wealth Strategies, LLC, a DBA through which he sells New York Life products and services, and he holds an appointment with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

Brent Gottier is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Gottier is also a licensed life insurance agent involved in occasional sales of life insurance and annuity products to clients. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to manage client portfolios.

Giuseppe Fiducia is a financial advisor with TIAA-CREF in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, often utilizing model portfolios or customized strategies, and acts as adviser to a donor-advised fund.

Rollin Schuster Jr. is an advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Schuster Driscoll, LLC. Schuster serves on the board of Franklin Pierce University and is president of The Alliance for Non Profit Growth and Opportunities, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and supports multiple management platforms and third-party solutions.

Robert Goodenough is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advisory relationships.

Alexandra Maksimow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She creates custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. Alex leverages the Merrill and Bank of America platforms to address client needs, regardless of complexity, and is known for her service, attention to detail, and commitment to exceeding client expectations. Alex and her team, FCMH Wealth Management & Associates, serve a diverse client base including high net worth individuals, business owners, real estate investors, corporate executives, and financial sponsors. With collective experience in private banking, investment management, capital markets, and commercial banking, they deliver cross balance sheet advice and holistic, bespoke wealth management solutions aligned with clients' personal and financial aspirations. Prior to joining Merrill in 2022 from Citi Private Bank, where she was a Senior Vice President and Private Banker, Alex was responsible for comprehensive wealth management advice and tailored strategies for globally affluent clients. She began her career at Citi's Commercial Bank sourcing and underwriting credit opportunities for middle market businesses. Alexandra holds a Bachelor's degree from Fairfield University and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She resides in Stamford, Connecticut with her husband and enjoys reading, traveling, and hiking with them.

Mandy Shekleton is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial Advisors, Inc. since 2016, including a prior period from 2016 to 2023 and from 2025 onward, with a two-year period at Cadaret Grant & Co., Inc. in between. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Justin Russell is a financial advisor with OSAIC Institutions, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes positions at ION Bank, Key Investment Services LLC, and TD Bank N.A. prior to joining OSAIC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer structure.

Ashley Bracken is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Voya and its affiliates since 2019. Prior to her financial services career, she was employed at Community Health Resources, Gilead Community Services, and Dunkin Donuts. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary programs.

Bruno Simonetti is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 credentials. He has 23 years of industry experience, including roles at Prudential Investment Management Services LLC 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 Empower Premier IRA and retail brokerage account holders, using an integrated platform focused on long-term portfolio returns and client savings rates.