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 at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

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 designations and has worked at Voya Financial Advisors and Cadaret Grant & Co., Inc. Her current tenure at Voya began in 2025, including a prior seven-year period with the firm. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers various advisory services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Justin Russell is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Key Investment Services LLC and TD Private Client Wealth LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 model that combines firm supervision with delegated account management.

William Rabbitt is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Private Capital Group, LLC and Osaic FA, Inc. In addition to his advisory work, he operates an independent insurance agency separate from his investment services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model that combines proprietary and third-party managed account solutions across various strategies and investment platforms.

Ashley Bracken is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at Community Health Resources and Gilead Community Services. Voya Financial Advisors, Inc. serves a broad range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Dante Montaque is a financial advisor with TD Private Client Wealth LLC in Hartford, CT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and TD Bank, as well as employment with Walmart and UPS. He is also involved with Grambling State University Campus Living. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of affiliated and third-party sub-managers through portfolio solutions such as TD Managed Portfolios and TD Guided Portfolios.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Theodore Demers Jr. is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at Commonwealth Financial Network since 2013 and previously was with USI Securities, Inc. and LPL Financial LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, and back-office services, supporting both individual and institutional clients.

Pranish Kantesaria is a financial advisor at Kestra Advisory with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as positions at Optum Home Infusion, UConn Health Center, and Baylor Scott & White Institute for Rehabilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

Jacob Cohen is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, GYL Financial Synergies, and Green Cambridge. Outside of his advisory roles, he has experience in academic settings, including Harvard Extension University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax 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.

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.

Steven Kaminski is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera entities, Avantax Advisory Services, and multiple Voya-affiliated firms. Voya Financial Advisors, Inc. serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diverse advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining roles as both an SEC-registered investment adviser and broker-dealer.

Hunter Pasqualini is a financial advisor at Private Advisor Group, LLC with Series 66 and Series 63 designations and one year of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Private Advisor Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm combines fiduciary-based advice with technology platforms and a range of investment strategies, often implementing client solutions through third-party managers and TAMPs.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.