Benjamin Nixon is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Voya and its affiliated entities since 2014. Outside of his advisory role, he serves as an auditor for the East Glastonbury Fish and Game Association, overseeing financial audits for the club. VOYA Financial Advisors, Inc. serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory arrangements.

Robert Klein is a ChFC® and Series 66 credentialed financial advisor with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has a long-standing affiliation with the University of Connecticut, where he has worked since 1972. Outside of advising, Klein works part-time as a chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and combines advisory and broker-dealer services in its enterprise structure.

Eric Hunting is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, Pruco Securities, Global Portfolio Strategies, and the Prudential Insurance Company of America. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Paul Boilard is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and over 31 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

William Woods is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Infinex Financial Group, CFM Construction Corp., and Trinity College. OSAIC Institutions, Inc. serves a range of clients including individuals, ERISA retirement plans, trusts, estates, and corporate entities by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed transaction control.

James Tyrrell II is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Commonwealth since 2011 and also maintains a long-term affiliation with Heritage Capital Advisors, LLC. Tyrrell is the owner of JET Financial Services, LLC, an investment advisory business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while offering access to discretionary model portfolios and customized investment solutions.

Shane Reilly is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad platform of investment and wealth management services.

John Basile is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and NYlife Securities LLC. Prior to his financial services career, he was employed at Verizon Wireless. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Nicholas Hogrefe is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Commonwealth and LGS Financial since 2011. 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 back-office support, including investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Michael Hannon is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Gottfried & Somberg Wealth Management, TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Borner is a Series 65 licensed financial advisor with Integrity Alliance, LLC, where he has worked since 2026. He previously worked at Olde Liberty Insurance, LLC from 2013 to 2022 and provided transition consulting for Olde Liberty Insurance from 2023 to 2025. Additionally, he is involved with CTBorn Ins LLC, a business he has been part of since 2023. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals to individuals, corporations, and retirement plans, using a variety of advisory approaches and platforms.

Alex Corrigan is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including nine years with Voya Financial Advisors and six years at affiliated Voya entities. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice.

Joshua Gottfried is a financial advisor with Commonwealth Financial Network in Hartford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Teachers Retirement Planning Services, LLC and Commonwealth Financial Network since 1999. Gottfried is also involved in tax preparation services through a private entity co-owned with a partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

Jake Belden is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and has less than one year of industry experience. His prior experience includes roles at BelRose Industries, Smart Buy Auto, and Enterprise. Outside of finance, he is involved with JVB Property Holdings and has a background in various business ventures. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Natalia Troshin is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial and Voya Financial Advisors since 2014. 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 offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, frequently providing non-discretionary recommendations.

Nicolas Santos is a financial advisor with Focus Partners Wealth, LLC in West Hartford, CT, holding a Series 65 designation and two years of industry experience. His prior roles include positions at The Colony Group, LLC and GYL Financial Synergies, as well as involvement with the University of Connecticut Foundation and entrepreneurial experience with Brothers Associates Landscaping and Masonry LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, retirement plan, and sub-advisory services. The firm employs a tax- and fee-sensitive investment approach with portfolios that may include public equities, fixed income, alternative investments, and overlay strategies, supported by an extensive network of affiliated service companies and product relationships.

Jeffrey Fogle is a financial advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Massachusetts Mutual Life Insurance Company and Gwfs Equities, Inc. His other business activities include insurance services and participant retirement plan education through Schuster Driscoll, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages approximately $79.8 billion in assets.

Kevin Palmieri is a financial advisor with Integrated Wealth Concepts LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as an assistant coach for a high school tennis program in Southington, CT. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.

Edward Blumenthal is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He 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 a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning services.