Francis Leblanc is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for nine years. In addition to his advisory role, he operates as an independent insurance agent selling and servicing fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing investment policy statements, model portfolios, and technology tools, with many programs managed on a non-discretionary basis alongside select discretionary arrangements.

Jenna Fiore is a financial advisor at Janney Montgomery Scott LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Janney in 2026, she worked at Wells Fargo Clearing for 10 years and Equitable Advisors for one year. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jacqueline Baldwin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include positions at Riverbend Financial Solutions, OneAmerica Securities, American United Life, Commonwealth Financial Network, and Bradley & Johndrow, LLC. She serves as a board member for both NAIFA Connecticut and the NAIFA Foundations Board of Trustees and is involved in non-variable insurance sales and food delivery driving. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers investment options through risk-based mutual fund portfolios and supports plan sponsors and participants with education, personalized planning, and separation counseling.

Daniel Heffernan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2006. Heffernan spends a small portion of his time on fixed insurance sales. 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 around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nasser Zaermohammadi is a ChFC® credentialed financial advisor with five years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Vantis Life Insurance Company for 22 years and has held a real estate broker license in Connecticut since the early 1990s, though he has not engaged in real estate activities for over 25 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual, MML Distributors LLC, and Gwfs Equities, Inc. since beginning his career in 2015. Voya Financial Advisors, Inc. is an enterprise-level advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates both in-house and external strategists, model portfolios, and technology tools to support client relationships, often operating in a non-discretionary capacity while also managing certain accounts with limited discretion.

Nicholas Pitruzzello is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and Aflac. Outside of his advisory role, he is the founder and operator of Payment Solutions of CT, an ATM service provider. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Craig Feinberg is a financial advisor at Guardian Life with 24 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory work, he is involved with the Make-A-Wish Foundation of Northern New Jersey, leading a 501(c)(3) agency golf outing to benefit the organization. He also serves as a member of the Planning Board of Tenafly, New Jersey. Guardian Life’s Park Avenue® Wealth Management platform serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a broad range of financial planning and consulting services, leveraging proprietary programs and third-party solutions.

Priya Tater is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at KeyBank and Fifth Third Bank. Outside of her advisory role, Priya assists her husband with managing a rental property. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and integrates services from KeyCorp affiliates, offering both discretionary and predominantly non-discretionary investment solutions.

Frederic De Baeck is a financial advisor with Money Concepts Capital Corp in Wethersfield, CT, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Money Concepts Capital Corp and its affiliate Money Concepts FPC since 2002. Additionally, he serves as an office manager at Massaro Wealth Management, where he has been involved in financial planning since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm supports approximately 431 advisors managing around $3.33 billion across about 14,700 clients, utilizing multiple managed programs and a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Alexander Laureano is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation. He joined the firm in 2025 and has prior experience with Travelers Insurance and law enforcement agencies including the West Hartford Police Department and the Hillsborough County Sheriff's Office. 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 a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Maura Keating is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Disheveled Diva, Keating Insurance Agency, Beachbody, and Marshalls. 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 discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for affiliated advisors.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

William Mcdonald is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at GWM Advisors, LLC, TIAA-CREF, Merrill, and MSI Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked with Private Advisor Group, LLC and LPL Financial, LLC since 2012, and previously with Osaic FA, Inc. from 2006 to 2012. 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 managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Paul Worgaftik is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019. Prior to his financial services career, he held positions at Marriott International and Starwood Hotels & Resorts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory solutions.

Elizabeth Lott is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial, The Prudential Insurance Company of America, and Horace Mann Companies. Outside of finance, she is involved in dance and fitness instruction, teaching at the Farmington Valley YMCA and Farmington Valley Academy Montessori, and owning East Coast Dance & Fitness. 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 clients. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Eric Macway is a financial advisor with VOYA Financial Advisors, Inc., holding the Series 63 and Series 66 designations and having 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he volunteers as a youth soccer and basketball coach in South Windsor, CT. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver mainly non-discretionary investment management through a large network of advisors.