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.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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 using mutual funds, ETFs, equities, and fixed income.

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.

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

Steven Lowe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held roles at Kyberstone Wealth and Citadel Wealth Management, and has been affiliated with Commonwealth Financial Network and Connecticut Investors Group since 2010. He is also the owner and president of several private entities involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Khyle Duncan is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Stellae International Inc. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and integrated lending solutions.

Brandon Holland is a financial advisor with Foundations Investment Advisors LLC in West Hartford, CT. He holds a Series 65 credential and has been active in the financial industry since 2023. His prior experience includes roles at Fuchs Financial and the IFS Institute, as well as positions in education at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analyses and uses model portfolios with an asymmetric rebalancing approach.

Gordon Forgione is a financial advisor with Foundations Investment Advisors LLC in Glastonbury, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory work, he owns and operates an insurance sales business, Midstate Insurance and Financial Services, doing business as Summit Retirement Solutions. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios and an asymmetric rebalancing approach.

Daniel Plis is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments for eight years before joining Citizens Securities in 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering both investment advisory and brokerage services. The firm provides advisory programs such as a digital advisory platform and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brendan Kruh is an advisor at Private Advisor Group, LLC with Series 65 and Series 63 licenses. He has worked in the financial industry since 2017, with experience at Symmetry Partners, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party strategies and technology platforms.

Randy Herz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and 65 credentials and over 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with various Ameritas entities, including Ameritas Life Insurance and Ameritas Investment Corp., for over 20 years. Herz is also a partner at Herz Financial, LLC, where he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Ashley Brown Bairos is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has held multiple roles in financial services since 2021 and serves as a head coach for a youth hockey team during the winter season. Additionally, she manages finance operations within a separate financial platform and works as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party managers, and comprehensive back-office support, including trading and reporting services.

Keith Leece is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2013, with prior experience at LPL Financial and an earlier tenure at TIAA-CREF. Outside of his advisory work, he has pursued an apprenticeship as a barber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm provides both one-time planning services and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

David Gillard is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience, including roles at Park Avenue Securities since 2014 and Ameriprise in 2002. He serves as a director of The Life Farm Company, a nonprofit farm offering activities and events for children and the elderly. Park Avenue Securities LLC, a wholly owned 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 digital advisory solutions, with tailored client relationships spanning financial planning, consulting, and ERISA-related retirement plan services.

Thomas Grant is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2004. Grant has served as president of the Charitable Gift Planners of Connecticut and conducts seminars for the Connecticut Society of CPAs on advanced financial planning topics. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and discretionary management alongside model-based strategies, utilizing proprietary and third-party platforms.