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 at Infinex Investments, Inc. since 2013. Outside of her advisory role, she serves as First Vice President and Operations Manager at Ion Investments. 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 and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Daniel Yanotchko is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Yanotchko has been with Voya in various capacities since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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 at Eagle Strategies (NY Life) with 13 years of industry experience and holds Series 63 and Series 65 licenses. Her prior work includes roles at Allen Financial Group and Nylife Securities LLC, alongside New York Life. Outside of advising, she serves as Committee Chair for the Alzheimer's Association of Connecticut and owns the Bay Area Boat Club, a membership boating organization. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm provides a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

Gregory Miller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, he serves as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios and technology-enabled tools within both discretionary and non-discretionary account structures.

Eli Burrows is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Burrows has been associated with NYlife Securities LLC and New York Life Insurance company since 2015 and joined Eagle Strategies in 2023. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides various advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis.

Francis Tedesco is a CFP®-certified financial advisor at Private Advisor Group, LLC with three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and offers both proprietary and third-party managed account solutions across various investment strategies.

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.

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles in education 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 a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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 at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds the Series 66 designation and has been with Voya-affiliated firms since 2000. In addition to her advisory role, she is an independent insurance agent offering long-term care and life insurance products, as well as fixed, indexed, and variable annuities. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, using a combination of in-house and external strategies, model portfolios, and technology-enabled tools.

Stephanie Slappendel Modean is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., and USI Consulting Group. Outside of her advisory work, she serves as a trustee for the First Presbyterian Church of Hartford. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services delivered through multiple program models and access to alternative investments and affiliated capabilities.