Michael Filippi is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life. Filippi serves as a board member and director for the Millstone Ridge Tax District, helping regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services across multiple program structures, primarily delivering advice through non-discretionary arrangements.

Kenneth Verzella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Gwfs Equities, Inc., MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with various advisory and promoter arrangements.

Robert Borkowski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2013. Outside of his advisory role, he is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. 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 and offers brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Marc Austin is a CFP® with 36 years of industry experience and currently serves as an advisor at Wealthspire Advisors. He previously worked at Private Capital Group, LLC for 18 years before joining Wealthspire in 2022. Outside of his advisory work, he manages assets through a family partnership, MEGAMUFFIN, LLC. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Andrew Adil is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at several firms including LPL Financial, Coburn & Meredith Inc, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internally managed portfolios and third-party asset managers with a primarily long-term investment approach.

John O'Brien is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been affiliated with New York Life since 1996 and NYLIFE Distributors LLC since 2005. Outside of his advisory work, he performs with The Misfit Toys, a band that plays at various events. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily on a non-discretionary basis.

Victor Deangelis is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis is a member of the UNICO Avon CT Chapter, a nonprofit organization focused on charitable education and awareness. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based arrangements.

James Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with Voya Financial Advisors, Inc. Prior to joining Voya, he worked at Raymond James & Associates and Barron Financial Group. Outside of his advisory role, Fisher is active in community organizations, serving as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing non-discretionary, recommendation-based advice.

Kervin Vincent is a financial advisor with Key Investment Services LLC in Manchester, CT, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at KeyBank and Westfield Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products, operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Steven Moretta Sr. is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Voya since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. 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 provides a variety of services, including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting.

Margaret Czyz is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at TD Ameritrade from 2012 to 2021 and joined TD Private Client Wealth LLC and TD Bank N.A. in 2023. Outside of her advisory role, she serves as a catechist for grade school students at St. Patrick Church in Farmington, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, and financial planning support, using a blend of affiliated and third-party sub-managers within its investment strategies.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes multiple roles within Voya Financial and affiliated entities dating back to 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Pablo Mozo Garimaldi is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as a driver for Amazon Flex. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Philip Parker is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Prudential Investment Management Services LLC and KeyBank. Outside of his advisory work, he serves as treasurer for Trail Life USA Troop 1635 in Newington, Connecticut. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Michael Salisbury is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures including non-discretionary recommendations.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 50 years of industry experience. He has been associated with Ameritas since 2008 and leads PC Planning & Benefits Inc, a firm focused on insurance sales and business planning for high-net-worth individuals and closely held businesses. In addition to advisory work, he is involved in sales consulting for employee benefits and works as a sales advisor for a medical practice management software company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial and execution platforms, supported by an Investment Committee and third-party partners for portfolio construction and management.

Paula Fischer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Commonwealth since 2011 and also operates PF Solutions, Inc., along with roles at The Kochen Group and Dc Design Studio. Outside of financial advising, she owns a consulting and art and jewelry design business and serves as Director of Membership at Shuttle Meadow Country Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that offers operations, trading, technology, investment management, compliance, and practice-management support.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors in prior roles. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, family office and business management, and retirement plan consulting. The firm’s investment approach focuses on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC 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 brokerage services, financial planning, consulting, and multiple advisory programs.