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.

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) 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.

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, Money Mindfulness, since 2016. Apice also serves on the advisory board of a local bank, providing guidance on community engagement and accessibility. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Benjamin Nixon is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Voya and its affiliated entities since 2014. Outside of his advisory role, he serves as an auditor for the East Glastonbury Fish and Game Association, overseeing financial audits for the club. VOYA Financial Advisors, Inc. serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory arrangements.

Robert Klein is a ChFC® and Series 66 credentialed financial advisor with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has a long-standing affiliation with the University of Connecticut, where he has worked since 1972. Outside of advising, Klein works part-time as a chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and combines advisory and broker-dealer services in its enterprise structure.

Paul Boilard is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and over 31 years of industry experience. His prior work includes roles 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 services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

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.

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 previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies 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.

Alex Corrigan is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including nine years with Voya Financial Advisors and six years at affiliated Voya entities. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice.

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.

Natalia Troshin is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial and Voya Financial Advisors since 2014. 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 offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, frequently providing non-discretionary recommendations.

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.

Liam Smith is a financial professional with CWM, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade, among other firms. Smith supports advisors operationally and assists with technology during meetings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.