Gregory Miller is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily offering recommendation-based, non-discretionary services.

Eli Burrows is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Francis Tedesco is a CFP®-certified financial advisor with three years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and model portfolios supported by reputable strategists such as Fidelity, BlackRock, and Goldman Sachs.

William Richardson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 2006 and at Hutchinson Financial Services, LLC since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including portfolio management and retirement plan consulting, while allowing affiliated advisors discretion in constructing client portfolios from diverse securities and insurance products.

James Nichols is a financial advisor at VOYA Financial Advisors, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with VOYA Financial and its affiliates since 2014. 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 operates both as an SEC-registered investment adviser and a broker-dealer.

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles in educational and community organizations. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and wrap/advisory services.

Casey Morey is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, Morey held roles at Johndrow Wealth Management and J.P. Morgan Chase Private Bank. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Dennis Gero is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Commonwealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Key Investment Services LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Jeanmarie Deliso is a CFP® with over 31 years of experience in the financial services industry. She is affiliated with Eagle Strategies (NY Life) and has held roles at Mahoney Financial Organization, Deliso Financial Services, and New York Life entities throughout her career. Deliso serves on several nonprofit boards, including the Baystate Health Foundation and the Community Music School of Springfield, reflecting her involvement in community organizations. She is also an owner of a refrigeration business and participates as an investor and board member in various local enterprises. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm specializes in tailored, non-discretionary advisory solutions and works with diverse client types, including defined contribution and benefit plans, charitable organizations, and corporate clients.

Elizabeth Derway is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 30 years at Coburn & Meredith, Inc. She provides administrative support to Integrated Wealth Concepts, an independent investment advisory firm. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Amy Santarelli is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at UBS Financial Services and Ernst Financial Group. She is also the owner of Amy Santarelli Wealth Management LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, with advisors typically constructing client portfolios from diverse securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Evan Gilchrest is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Merrill for nine years. Outside of his advisory role, he coaches for the West Hartford Girls Softball League. Janney Montgomery Scott is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of advisory programs with a combination of in-house and third-party portfolio management.

Maryellen Gordon is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 29 years of industry experience. She has been with VOYA Financial Advisors since 2014. In addition to her advisory role, she operates as an independent insurance agent providing long-term care and life insurance, as well as annuities to clients and prospects. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily focusing on recommendation-based, non-discretionary relationships.

Stephanie Slappendel Modean is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Arbor Point Advisors, Securities America, and USI Consulting Group. She serves as a trustee for the First Presbyterian Church of Hartford, contributing to the church's governance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Richard Labriola Jr. is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at Ion Bank and Infinex Investments, Inc. since 2019 and worked at Key Investment Services LLC from 2016 to 2019. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

Timothy Driscoll is a financial advisor at VOYA Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with VOYA since 2014. VOYA Financial Advisors 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 financial planning, portfolio management, and consulting services through multiple program structures, emphasizing non-discretionary advice and a combination of advisory and brokerage offerings.

Troy Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and located in Vernon, CT. His prior experience includes roles at UBS, Morrissey Wealth Management, and involvement with Sacred Heart University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kevin Sugermeyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group Securities, Inc. among others. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program to individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations within an online planning platform to support clients' retirement goals.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.