Brett Esterson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Aetna Capital Management, Cigna Investments, Inc., and Aetna CVS. Outside of his advisory work, he is president of Temple Sinai of Newington and heads logistics for the West Hartford Travel Basketball youth sports league. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Edward Fredericks is a financial advisor at J.W. Cole Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors since 2017, following nearly a decade at First Allied Advisory Services and over 30 years with First Financial Associates. Outside of his advisory role, he is also an insurance agent and operates a holding company, Edward L Fredericks Associates LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley, Bank of America, Merrill Lynch, Amerisave, Transamerica Capital Inc, and Tata Consultancy Services. 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, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Matthew Haddock is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding a Series 65 credential and six years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Gaudreau Wealth New England, Mid Atlantic Capital Corporation, Commonwealth Financial Network, and Innovative Wealth Managers. Outside of advising, he owns Woods Hollow Leather Co., a personal merchandise business. Integrated Wealth Concepts LLC 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, and family office services, using customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Gerald Goldberg is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. He is also the managing member of several non-investment related LLCs. Focus Partners Wealth serves a diverse client base 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 with enhanced open architecture, integrating fundamental and quantitative analysis, and offers a range of wealth management and advisory services across multiple asset classes.

Douglas Turner is a financial advisor at Integrated Wealth Concepts LLC with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith, Inc. Turner currently also affiliates with LPL Financial, LLC. Integrated Wealth Concepts LLC 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, using customized portfolios and a long-term investment approach alongside sponsored wrap-fee programs.

James Eagan is a financial advisor at Key Investment Services LLC with 14 years of experience. He holds the Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies combined with ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Benjamin Kille is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to joining Wealthspire, he worked at Private Capital Group, LLC for 19 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Edward Steiger is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Linberg & Ripple and M Holdings Securities, Inc. He is also the owner of Wealth Planning Advisors, LLC, a private entity established to facilitate securities and advisory business. 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, technology, and operational support, with discretionary portfolio management offered through its Investment Management and Research team.

Jacob Alonzo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and has prior experience at Gottfried & Somberg Wealth Management, LLC, as well as a background at Wesleyan University. 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, managing about $212.7 billion in assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Chad Langevin is a CFP® with 15 years of industry experience, currently affiliated with Commonwealth Financial Network in West Hartford, CT. He has worked at Sonder Wealth Advisors and Commonwealth Financial Network since 2019 and was previously with TIAA-CREF from 2015 to 2019. Langevin also served in the Connecticut Army National Guard from 2007 to 2019. 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 over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Amy Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Private Capital Group, LLC for eight years. Miller holds director roles with the Connecticut Women's Council, the Estate and Business Planning Council of Hartford, and Horizons at Ethel Walker School, contributing to strategic direction and fundraising efforts. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement.

Eric Bergenn is a financial advisor with Kestra Advisory in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior work includes roles at Mass Mutual Life Insurance Company and Foresters Financial Services. He serves on the Board of Directors of the West Hartford Chamber of Commerce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Anthony Grant is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He founded Grant Financial Solutions, LLC and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2013 and 2017, respectively. Grant serves as a board member for the West Indian Foundation and InterCommunity Health Care, a community health center focused on substance abuse and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as corporate and charitable clients.

Scott Leclaire is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been affiliated with Heritage Capital Advisors, LLC and Commonwealth Financial Network since 2011. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized indexing, and multiple program structures while maintaining a clearing and custody relationship with National Financial Services LLC.

Christopher Mickle is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Voya entities since 2015. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary, recommendation-based advice.

Rajiv Iyer is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2006. In addition to his advisory role, he is an owner and shareholder of Ganesh Financial Group, LLC, a non-investment-related business. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment strategies.

Benjamin Nixon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Voya and its affiliates since 2014. In addition to his advisory role, he serves as an auditor for the East Glastonbury Fish and Game Association, overseeing financial reports for the club. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, with an emphasis on non-discretionary recommendations and a combination of advisory and broker-dealer services.

Robert Klein is a ChFC® and Series 66 credentialed advisor with Voya Financial Advisors, Inc., where he has worked since 2014. He has 43 years of industry experience and has been affiliated with the University of Connecticut since 1972, serving in a part-time role as chief press steward for the NCAA athletic department. Klein is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, often offering non-discretionary advice tailored to client approval.

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.