Aaron Lavigne is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and has worked for Voya Financial since 2014. Outside of his advisory role, he owns Lavigne Marine, LLC, a retail and wholesale business specializing in hobby merchandise. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, often delivering non-discretionary recommendations that clients approve before execution.

Michael Hatch is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients including large institutional investors like sovereign wealth funds.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works at Agia. Outside of finance, Olewnik coaches mountain biking clinics and ski racing, including roles as an instructor and owner of a mountain bike coaching business. Valic Financial Advisors serves primarily U.S.-domiciled 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, and brokerage services, employing Envestnet-developed portfolio models and managing approximately $26.4 billion in discretionary assets.

Christopher Rafferty is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include several years at Fidelity Investments and a position at GYL Financial Synergies. He serves as Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering investment management and a range of wealth-related services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers integrated reporting across managed and held-away assets.

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.

Kristopher Morin is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT. He holds Series 65 and Series 63 licenses and has experience with firms including LPL Financial, Three Peaks Capital LLC, The Hartford, and Neos LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management and third-party managers.

Penny Nasiatka is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. She previously spent 40 years at Coburn & Meredith, Inc. She holds Series 63 and Series 65 licenses. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, utilizing customized portfolios with a primarily long-term investment approach.

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Donna Williams is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model and emphasizes a delegated investment approach with both discretionary and non-discretionary account management.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Voya in various capacities since 2015. Outside of his financial advisory role, he works as a freelance writer, creating feature-length profiles on musicians focused solely on the art of music. 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 delivers advisory services through multiple program structures, primarily on a non-discretionary basis, and operates both as an SEC-registered investment adviser and broker-dealer.

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.

Stephen Andreotta is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is involved in selling non-registered fixed and fixed index annuities. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary client relationships.

Lisa Rancourt is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2013. At Ion Bank, she serves as First Vice President and Operations Manager for Ion Investments. 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, and access to alternative investments through a hybrid adviser and broker-dealer model.

William Kemple is a financial advisor with Commonwealth Financial Network in East Longmeadow, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and The Wealth Transition Collective. He is also the owner of Kemple Financial, LLC, where he provides tax preparation services in addition to his advisory work. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Daniel Yanotchko is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, CT. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers, primarily through recommendation-based, non-discretionary advice and multiple program structures.

Karl Badey is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and nine years of industry experience. He has been associated with Montovani Murray Nemphos & Tierinni, LLC since 2010. 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 support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Allen Financial Group and New York Life, where she has been active since 2010. Outside of her advisory work, she serves as Committee Chair for the Alzheimer's Association of Connecticut and is the owner of Bay Area Boat Club LLC, a membership boating club. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages a large asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Private Advisor Group since 2019 and concurrently with Private Capital Group, LLC since 2008. Additionally, Ms. Kelly is a notary public, providing notarial services separate from her advisory role. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies and delivers advisory solutions through a large network of investment adviser representatives, with access to multiple custodians, third-party asset managers, and a proprietary separately managed account program.