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) based in Windsor, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2026 and operates Grant Financial Solutions, LLC. Grant serves as a board member for both 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 a diverse client base, including individual investors, corporate clients, and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Michael D. Apice is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015 and has operated his own financial practice, Money Mindfulness, since 2016. Apice also serves on the advisory board of a local bank, providing guidance on community engagement and accessibility. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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.

Eric Hunting is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Prudential Investment Management Services, GWFS Equities, and Global Portfolio Strategies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering point-in-time financial plans and optional managed account solutions.

Paul Boilard is a financial advisor with Empower Advisory Group in Manchester, CT, holding Series 63, 65, and 66 licenses. He has 31 years of industry experience, having previously worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

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 Park Avenue Securities, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at PFS Investments Inc., Wolters Kluwer, Primerica Financial Services, and Aetna Health. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

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.

Aaron Sehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Commonwealth and co-owning FS Financial, LLC, which facilitates securities, advisory, and insurance business. He is also involved in fixed insurance sales. 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 portfolio management and retirement plan consulting, while enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

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 Series 63 and Series 65 licenses and has worked with firms including MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. She has been with Voya since 2020. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory programs, combining in-house and external resources with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.