Benjamin Nixon is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been associated with various parts of Voya since 2014 and currently serves as an auditor for the East Glastonbury Fish and Game Association, where he co-chairs auditing activities and produces semi-annual financial reports. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers a range of financial planning, portfolio management, and retirement advisory services to individuals, institutions, and organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Robert Klein is a ChFC® and holds a Series 66 license with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has concurrently worked at the University of Connecticut since 1972. Outside of his financial advisory work, he serves as a part-time chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment management solutions.

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, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.

Thomas Lombardi is a financial advisor at Empower Advisory Group with a Series 66 designation. He has worked in the financial industry since 2022, including roles at Empower Financial Services, Carson Wealth, and Pension Consultants Inc. Outside of finance, he was involved with the U.S. Soccer Association for ten years. 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 account holders. The firm offers integrated services through proprietary and third-party planning tools and emphasizes long-term portfolio returns and client savings rates.

Erik Crespo is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience and previously worked at PFS Investments Inc. and Wolters Kluwer. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

John Basile is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYlife Securities LLC, New York Life Insurance Company, Universal Retirement, and 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

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.

Jael Padilla Lozada is a financial advisor at VOYA Financial Advisors, Inc. with 13 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Voya and its affiliates since 2020. Prior to that, she was with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company from 2012 to 2019. VOYA Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary investment management through a large network of advisors.

Alex Corrigan is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Voya and its affiliates since 2015. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios combined with technology-enabled tools to manage accounts, often on a non-discretionary basis, while also maintaining a dual registration as an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Natalia Troshin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing model portfolios and technology-enabled tools to support both discretionary and non-discretionary client accounts.

Nicolas Santos is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies. Outside of finance, he has experience operating Brothers Associates Landscaping and Masonry LLC. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Liam Smith is a financial professional with Carson Wealth and holds Series 63 and Series 66 licenses. He has four years of industry experience and has held roles at Charles Schwab, TD Ameritrade/Schwab, and other financial services firms. His background includes operational support and technology assistance within advisory teams. Carson Wealth is an SEC-registered enterprise adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach with tailored solutions and extensive integration of custodial and technology platforms.

Jeffrey Fogle is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and GWFS Equities, Inc. In addition to his advisory work, he facilitates insurance services for individual clients through Schuster Driscoll, LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients, offering fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions.

Alyson Zibell is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at infinex Investments, Inc. since 2011 and Thomaston Savings Bank since 2008. Outside of advisory work, she serves as a customer service representative at Thomaston Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on firm supervision and client choice over discretionary authority.