Walter Buettel III is a financial advisor at VOYA Financial Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Voya Financial Advisors since 2014, with prior roles at Commonwealth Financial Network and Meritage Financial Strategies, LLC. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs alongside an active broker-dealer distribution model.

Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he serves as a commissioner on the Inland Wetlands Commission in Newtown, CT. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Matthew Shannon is a financial advisor with VOYA Financial Advisors, Inc. in Hartford, CT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs, third-party money manager accounts, workplace education, and plan-sponsor consulting, delivering investment guidance through a combination of model portfolios and manager-driven sleeves across discretionary and non-discretionary offerings.

Peter Yacovone is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-owner of Heritage Capital Advisors, LLC, and owns Eastbury Financial Services, LLC, both entities supporting his advisory and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment platforms and model portfolios, supporting advisors with operations, compliance, technology, and investment management services.

Marty Baron is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Treasurer and Finance Committee Chair at the Hartford Art School, overseeing endowment management and expenditure monitoring. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an integrated advisory and broker-dealer platform.

Gregory Balogh is a financial advisor with Primerica Advisors based in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved as an independent contractor with Doctors Disability Specialists, focusing on disability insurance. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account features such as securities-based lending and tax-harvesting.

Alexandra Lavallee is a CFP® professional with eight years of industry experience, currently affiliated with Independent Financial Group, LLC. She previously held positions at Raymond James Financial Services from 2016 to 2018. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with a range of investment advisory programs, financial planning, and retirement services. The firm combines in-house and third-party manager models and operates both as a registered investment adviser and an active broker-dealer.

Konner Claywell is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and three years of industry experience. He also serves as a field manager for American Senior Benefits, focusing on fixed insurance products, and is involved in retirement planning through an LLC formed for tax purposes. Integrity Alliance, LLC operates as a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of investment programs supported by a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Colette Ward is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Johndrow Wealth Management, Meritage Financial Strategies, MML Investors Services, and Mass Mutual Life Insurance Company. She is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $213 billion in client assets. The firm provides a broad range of adviser support services, including managed-account programs, access to third-party asset managers, and custodial services.

William Fitzgerald is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at MassMutual Financial Group and Northwestern Mutual, before joining VOYA in 2020. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm provides a range of investment guidance through model portfolios and manager-driven sleeves, combining advisory services with an active broker-dealer distribution model and a broad affiliate network.

Craig Breitsprecher is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously at Independent Financial Group LLC. Outside of his advisory role, he is involved in a music business under the entity Fires in the Distance LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 licenses and five years of industry experience. He has worked with Voya and its affiliated entities since 2019 and previously spent twelve years at CVS/Pharmacy. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm combines advisory and broker-dealer services, utilizing model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Joseph Massaro is a CFP® professional with 31 years of experience at Money Concepts Capital Corp, where he has worked since 1995. He holds Series 63 and Series 65 licenses and is based in Wethersfield, CT. Outside of his advisory role, he is involved in disability insurance as an agent and owns Massaro Wealth Management, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages roughly $3.33 billion across 431 advisors, offering multiple managed programs with both discretionary and non-discretionary account structures.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Matthew Diramio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Nationwide Investment Services Corporation for 21 years before joining Commonwealth and Omnica Wealth in 2023. 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 operational support while allowing advisors discretion in portfolio construction and offering managed model portfolios through its Investment Management and Research team.

Laura Sundquist is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She previously worked at Connecticut Wealth Management, LLC and Sage Financial Design, Inc., where she spent over two decades. In addition to her advisory role, Ms. Sundquist is a Certified Public Accountant providing tax advice and tax preparation services separately from her investment practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm offers portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, charitable organizations, and corporate clients, utilizing a range of strategies and third-party asset management programs.

Christien Dupuis is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Michael Filippi is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Voya Financial and its affiliates since 2020 and previously worked at Primerica Advisors and Guardian Life Insurance Co. Filippi serves as a board member for the Millstone Ridge Tax District, overseeing community infrastructure and initiatives. Voya Retirement Advisors provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm utilizes third-party models and offers discretionary professional management with features such as income-focused options and ongoing portfolio adjustments.

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.