Thomas King is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Voya and its affiliated entities since 2018, following six years at Perfect Piece Furniture. 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 services through various program structures, notably favoring non-discretionary, recommendation-based relationships.

Nicole Bailey is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at GYL Financial Synergies, LLC and SS&C Technologies. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering both discretionary and non-discretionary portfolio management within a tax- and fee-sensitive investment framework.

Peter Pabich is a CFP® with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2021. His prior experience includes roles at The Leaders Group Inc, Private Capital Group, LLC, and Lincoln Financial Advisors. He is also an insurance agent licensed to sell life, disability, and long-term care insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Andrea Mati is a financial advisor at TIAA-CREF with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Northwestern Mutual. Outside of her advisory role, Mati co-owns Mati LLC, which operates a self-service car wash and owns a commercial body shop. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Brian Halter is a Series 66 credentialed financial advisor with six years of industry experience, currently with Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he performs music under the name Brian Halter Music at various venues and private events. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Melissa Hicks is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at VOYA Financial Advisors and has been affiliated with both Commonwealth Financial Network and Cahill & Associates Financial Services, LLC. Outside of her advisory role, she teaches financial literacy workshops for Connecticut Junior Republics. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Laurie Muscarella is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 31 years of industry experience. She has been with Money Concepts Capital Corp since 1998 and is also involved in tax preparation and accounting through a sole proprietorship associated with Anthony T. Muscarella, CPA. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for about 14,700 clients.

Paul Vaida is a CERTIFIED FINANCIAL PLANNER™ with 28 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Merrill for ten years. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients—and offers a range of brokerage, financial planning, consulting, and wrap/advisory programs.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining TD Private Client Wealth in 2023, she was with TD Bank N.A. from 2008 to 2023. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. 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 utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party investment managers.

Magdalena Szarejko is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Gottfried & Somberg Wealth Management, ClearGuidance Financial, and Farmington River Financial Group. In addition to her advisory work, she spends a portion of her business hours engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Michael Blackwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services, including lending solutions and donor-advised funds.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.

Joseph Wilkeson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and earlier employment outside finance at Flemings steakhouse and The Capitale Grille. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and various advisory programs, primarily offering non-discretionary recommendations through multiple managed account and third-party money manager structures.

Kevin Paro is a financial advisor with Commonwealth Financial Network in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he owns FLD KP, LLC, a private entity involved in operating a car club in Naples, FL. 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 personalized investment options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

David Maikowski is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Infinex Investments, Inc. since 1996. Outside of his advisory role, he is involved in farming, specifically buying, raising, and selling cattle. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm combines a hybrid adviser/broker-dealer model with a focus on customized advisory services, lending solutions, and access to alternative investments.

David Grimaldi is a CFP® professional with 42 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains a role with LPL Financial. Based in Glastonbury, CT, his background includes work in non-variable insurance related to disability, long-term care, life, and health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach while utilizing a mix of internal management and third-party asset managers.

Brent Gottier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Jeffrey Dunphy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and 65 licenses and bringing 11 years of industry experience. His work history includes positions at TD Bank N.A. and Richard Chevrolet. Outside of finance, he owns JnJ Unlimited, a small business involved in sticker sales and inventory management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm emphasizes strategic and tactical asset allocation through its TD Managed Portfolios, utilizing both affiliated and third-party sub-managers.

Sarah Germini is a financial advisor at Key Investment Services LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and works closely with affiliated entities within the KeyCorp group.