Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside access to insurance products and alternative investments.

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 38 years of industry experience. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and previously spent 11 years at Osaic FA, Inc. He also instructs CFP review courses and provides tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

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.

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 firms, Avantax Advisory Services, and USI Securities, among others. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines model portfolios, outside strategists, and technology tools to deliver predominantly non-discretionary advice, supported by a large network of investment adviser representatives.

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, holding Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 before joining LPL Financial and Private Advisor Group in 2026. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model, using technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

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.

Michael Howard is a financial advisor at Lincoln Investment with a Series 63 designation and 50 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004 and previously worked at Howard Financial Planners, Inc. and Howard Financial Corporation. Outside of his advisory role, he is co-president of Howard Financial and Associates PLLC, which is involved in insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, charities, and retirement plans. The firm employs a range of investment strategies developed by its in-house Investment Management & Research team and supports primarily advisor-led client relationships using model portfolios and platform tools.

Brandon Gee is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining his current firm, he worked at Buyers Edge Platform for five years and has experience in the retail and entertainment sectors. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Alexis Karn is a financial advisor at Carson Wealth with a Series 65 license and four years of industry experience. Prior to joining Carson Wealth, Karn was with Karn, Couzens & Associates, Inc. for nine years. Outside of advisory work, Karn is involved in content creation on social media platforms. CWM, LLC, the parent firm, is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers a range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

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.

Louis Mangene Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Waddell & Reed. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

James Couzens is a financial advisor at Carson Wealth with over 56 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cetera Wealth Services and Karn, Couzens & Associates. Additionally, he is an insurance agent selling life, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment advisory firm overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

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. in Windsor, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Meritage Financial Strategies, Commonwealth Financial Network, and a long tenure at VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 credentials 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 finance, 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 participants, as well as to certain retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Matthew Shannon is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Shannon has been with Voya Financial and its affiliate since 2014. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both non-discretionary and discretionary asset management through a large network of advisers.

Peter Yacovone is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior firms include Heritage Capital Advisors, Wells Fargo Clearing, Merrill, and Advest, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.