Collin Sayler is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation. He has experience with several firms including Mercer Investments, Pathstone, Pimco, and Allianz Asset Management. Sayler is currently based in Glastonbury, CT. 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 back-office support, including investment management, technology, and compliance services, enabling affiliated advisors to offer customized portfolio solutions.

Hal Guy is a CFP® and ChFC® with 37 years of industry experience, currently serving at Private Advisor Group, LLC since 2012. He also has a role with LPL Financial dating back to 2012. In addition to his advisory work, he teaches CFP review courses and provides tax preparation services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to multiple third-party asset managers and platforms.

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.

Steven Kaminski is a financial advisor at Voya Financial Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Kaminski has worked at various firms, including multiple roles within the Cetera network and Avantax Advisory Services, before returning to Voya Financial Advisors in 2025. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker‑dealer serving individual clients, retirement plans, and charitable and corporate entities. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance products.

Daniel Condon is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Capital Analysts and Lincoln Investment. Outside of his advisory work, Condon is a board member for a senior-focused nonprofit organization in Washington Depot, CT. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

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 with Voya Financial Advisors, Inc. and holds Series 65 and Series 66 licenses. He has 22 years of industry experience, including multiple roles at Voya Financial Advisors since 2015, with additional experience at Advised Assets Groups, LLC and GWFS Equities, Inc. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, retirement plans, and charitable and corporate entities. The firm provides financial planning, portfolio management, and access to third-party money managers, delivering advice primarily on a non-discretionary basis while also maintaining brokerage activities.

Anne Saguisag is a CFP® with 23 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Brokers International Financial Services since 2022 and previously spent eight years at Lincoln Investment. Outside of her advisory work, she tutors high school students, primarily in SAT preparation, through her involvement with Ivy Bound. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, providing asset management, financial planning, and consulting through a network of 164 independent advisers. The firm offers a range of investment approaches and access to multiple custodial platforms and third-party programs.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

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 at VOYA Financial Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Voya Financial Advisors since 2014, with prior roles at Commonwealth Financial Network and Meritage Financial Strategies, LLC. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs alongside an active broker-dealer distribution model.

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 Hartford, CT, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs, third-party money manager accounts, workplace education, and plan-sponsor consulting, delivering investment guidance through a combination of model portfolios and manager-driven sleeves across discretionary and non-discretionary offerings.

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., holding a Series 66 credential and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Treasurer and Finance Committee Chair at the Hartford Art School, overseeing endowment management and expenditure monitoring. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an integrated advisory and broker-dealer platform.