Timothy Driscoll is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial 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, combining advisory and broker-dealer models with a range of discretionary and non-discretionary investment options.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

Christopher Martinez is a financial advisor with SPC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in insurance sales for products beyond those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other program offerings.

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Alyssa Decker is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 designations and has 17 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she manages rental properties, including overseeing Airbnb bookings and property maintenance. 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 a mix of model portfolios and manager-driven investment options through both discretionary and non-discretionary programs, supported by an extensive affiliate ecosystem and a combined advisory and broker-dealer platform.

Daniel Mancini is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at Empower Financial Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alexis Jankauskas is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he operates a mobile mixology business. Janney Montgomery Scott is a large, dually registered 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 and retirement plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

John Tyrrell is a financial advisor at Commonwealth Financial Network with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Commonwealth, he worked at Charles Schwab Co., Inc. He also spent three years involved with Restaurant Bricco. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

James Craig is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Voya since 2016. Outside of his advisory role, Craig is an assistant coach for a youth soccer team in Windsor, Connecticut. 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 a range of investment programs combining model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary accounts.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

Steven O Keefe Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 65 and Series 63 credentials and nine years of industry experience. He joined Voya in 2019 after working at Foresters Advisory Services LLC and Foresters Financial from 2016 to 2019. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party money managers, delivering advice primarily on a non-discretionary basis with many programs requiring client trade approval.

Michael Rabbitt is a CFP® professional with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes positions at Bank of America and Merrill. In addition to his advisory role, he sells insurance products as an independent agent through a separate business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, employing various analytical approaches and trading strategies to align with client objectives.

Spencer Le Claire is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Distributors, Inc. and Heritage Capital Advisors, LLC. Prior to his financial career, he held various roles at the University of Connecticut and Seager Marine. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.

James Stockman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Capital, Inc., Gwfs Equities, Inc., and Oppenheimerfunds. Outside of advising, he is involved in real estate as a landlord. 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, with services implemented based on client risk profiles and available on discretionary or non-discretionary bases.

Kenneth Kron is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 65 credentials and over 23 years of industry experience. He has worked with Commonwealth Financial Network since 2004 and is a partner at Mahoney Sabol & Co., LLP, a CPA firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Fantazia Montero is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at AT&T Mobility and various service roles. Outside of her advisory work, she also works as a food delivery driver for DoorDash. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a focus on non-discretionary asset management and a combination of advisory and brokerage activities.

Anthony Migliozzi is a financial advisor with Commonwealth Financial Network in Suffield, CT, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Innovative Wealth Managers and Edward Jones. Outside of his advisory role, he owns a private financial planning firm, Migliozzi Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers customizable portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.