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.

William Mcdonald is a Series 66-licensed financial advisor at NewEdge Advisors with 14 years of industry experience. He previously worked at TIAA-CREF and Tiaa for six years before joining GWM Advisors, LLC., where he has been since 2019. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing both in-house and third-party investment strategies supported by technology tools and ongoing manager due diligence.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial, LLC since 2012. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

Paul Worgaftik is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MW Group Benefits Inc., focusing on employee benefit programs. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages assets through diverse strategies including model portfolios, third-party managers, and digital advice 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 Series 63 and Series 66 credentials and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Macway is a volunteer coach for youth girls' soccer and basketball in South Windsor, CT. VOYA Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and consulting through multiple program structures. The firm operates primarily on a recommendation-based model with a mix of non-discretionary and advisory services, alongside broker-dealer activities and affiliated programs.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. 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 advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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 at Park Avenue Securities and Northwestern Mutual in various capacities. His background also includes roles at Stellae International Inc and Consolidated Aviation Services Inc. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party models.

Travis Ramsdell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Equity Services since 2004. Outside of his advisory role, he serves as Membership Director for the Associated Business Contractors–Connecticut Chapter and is a board member of 360 Federal Credit Union. He is also involved in nonprofit work with the Construction Education Center and teaches financial wellness as an agent for Financial Wellness Consulting. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

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 a financial advisor at Private Advisor Group, LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes eight years at Symmetry Partners, LLC and roles at Working Capital Management LLC and Central Connecticut State University. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting across both wrap and non-wrap programs. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives who tailor strategies to client objectives.

Randy Herz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Life Insurance, Ameritas Investment Corp., and his own firm, Herz Financial, LLC, which he has operated since 1998. Herz is also a licensed insurance agent specializing in fixed insurance products through Herz Financial, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based management and advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement plan consulting and fiduciary advice.

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.

David Gillard is a Series 66-credentialed financial advisor with 22 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director for The Life Farm Company, a nonprofit offering activities and events for children and the elderly. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and offers a combination of proprietary and third-party investment advisory programs.

Thomas Grant is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as President of Charitable Gift Planners of Connecticut, Inc., and is a trustee for both a client’s trust and his late father’s revocable trust. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of proprietary and third-party investment programs, supported by lending solutions and financial planning services.

Joseph Ferron III is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with J.W. Cole Advisors since 2017 and previously worked at First Allied Advisory Services and First Allied Securities. He also operates Ferron Financial, LLC, a separate business entity. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Charles Yannich Jr. is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has co-founded a marketing entity called Retirement and Money Strategies. Yannich also serves as a notary in Stonington, CT. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform and features a limited partnership ownership structure in which financial professionals hold a majority interest.