Maria Conlon is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior firms include National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Outside of her advisory role, she is involved in youth and nonprofit basketball organizations as a coach and owner, and holds a partial ownership stake in a local pizzeria. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Charles Wareham is a financial advisor with Independent Financial Group, LLC in Hartford, CT, holding a Series 63 license and bringing 34 years of industry experience. He has been with Independent Financial Group since 2014. Outside of his advisory role, Wareham is the owner of Wareham & Associates and Vaylark Financial Services, both of which provide investment management, insurance services, and financial consulting. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets across a national network of investment professionals.

Frank Loria is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, Santander Securities, LLC, and Santander Bank, NA. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Steven Kaminski is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera entities, Avantax Advisory Services, and multiple Voya-affiliated firms. Voya Financial Advisors, Inc. serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diverse advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining roles as both an SEC-registered investment adviser and broker-dealer.

Hunter Pasqualini is a financial advisor with Private Advisor Group, LLC and holds Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at LPL Financial and Northwestern Mutual. Private Advisor Group serves a diverse client base, providing portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports a wide range of investment approaches and client preferences via its network of investment adviser representatives.

Conor Moore is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior roles include positions at LPL Financial, Advised Assets Groups, LLC, and GWFS Equities, Inc. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Garry Helyer is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been an Investment Advisor Representative at OSAIC Institutions, Inc. since 2013 and has operated Professional Benefits Group, an insurance sales and services business, since 1991. Helyer is also involved in community activities, serving as assistant treasurer on the board of a condominium association and as a volunteer director for a local yacht, golf, and tennis club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm combines advisory and broker-dealer registrations to offer customized investment advisory services through a network of representatives, with a focus on client choice regarding discretionary authority.

Timothy Stowell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Atlantic Wealth Advisors, Egidio Assante Wealth Management, and Fidelity. In addition to his advisory role, he conducts fixed insurance sales as an 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 their clients, offering a broad platform of managed-account programs, third-party asset managers, and custody services.

Rebecca Ward is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 10 years of industry experience. Her career includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she also works as an insurance agent specializing in life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs with access to various securities and outside managers.

William Schaeneman III is a financial advisor at Key Investment Services LLC in Hartford, CT, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citrola Casting. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable affiliations including KeyBank and KeyBanc Capital Markets.

Kathleen Erickson is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at Commonwealth Financial Network and Gottfried & Somberg Wealth Management, LLC since 2012. 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 offers a range of advisory programs and services, including discretionary model portfolios and customized solutions, while providing comprehensive operational and compliance support to affiliated advisors.

Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Walter Buettel III is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at Meritage Financial Strategies, LLC and Commonwealth Financial Network. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including wrap programs and third-party money manager access. The firm primarily provides non-discretionary advice and operates with dual registration as an SEC-registered investment adviser and broker-dealer.

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 Windsor, CT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors and Voya Financial since 2014. 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, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, primarily offering non-discretionary recommendations.

Aidan Shaffer is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held roles at KeyBank, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has work experience in landscaping and local government leisure services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-selected investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

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. He holds a Series 66 designation and has 43 years of industry experience, including 12 years at VOYA. Outside of his advisory role, he serves as Treasurer and Chair of the Finance Committee at the Hartford Art School, overseeing endowment and financial matters. VOYA Financial Advisors serves a diverse range of clients, including individuals, institutions, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment advisor and broker-dealer.

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.

Samuel Johnson is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2020. Prior to his advisory career, he held various roles including positions at Shaw's and Star Market and Sarah Lawrence College. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.