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Benjamin S

Series 65

West Hartford, CT

WealthSpire Advisors

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Donna W

Series 63, Series 66

South Windsor, CT

OSAIC Institutions, inc.

Donna Williams is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model and emphasizes a delegated investment approach with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Brandon P

Series 66, Series 63

Windsor, CT

VOYA Financial Advisors, Inc.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Voya in various capacities since 2015. Outside of his financial advisory role, he works as a freelance writer, creating feature-length profiles on musicians focused solely on the art of music. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advisory services through multiple program structures, primarily on a non-discretionary basis, and operates both as an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jeffrey M

Series 66

Vernon, CT

Commonwealth Financial Network

Jeffrey Morin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has been with Commonwealth since 2007 and is also affiliated with GFA Financial Group. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Ganesh I

Series 63, Series 65

Glastonbury, CT

Money Concepts Capital Corp

Ganesh Iyer is a financial advisor with Money Concepts Capital Corp in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Money Concepts Capital Corp since 1993 and also operates Ganesh Financial Group, LLC. Outside of his advisory role, he is a yoga instructor. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs that utilize model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Stephen A

Series 63, Series 65

Windsor, CT

VOYA Financial Advisors, Inc.

Stephen Andreotta is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is involved in selling non-registered fixed and fixed index annuities. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary client relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Brett W

Series 66

Glastonbury, CT

Commonwealth Financial Network

Brett Wentzell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2005 to 2021. Outside of his advisory work, Wentzell is a co-owner of Bounce is Gold, LLC, a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with advisors generally having discretion to construct client portfolios from a broad array of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Daniel Y

Series 63, Series 65

Windsor, CT

VOYA Financial Advisors, Inc.

Daniel Yanotchko is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, CT. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers, primarily through recommendation-based, non-discretionary advice and multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jason L

Series 66

Glastonbury, CT

Commonwealth Financial Network

Jason Lombardi is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding a Series 66 designation and two years of industry experience. He previously worked at The Hutensky Group, LLC for 15 years. Lombardi is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network supports a national network of advisors by providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs and portfolio management solutions, serving both retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Karl B

Series 65

Manchester, CT

Commonwealth Financial Network

Karl Badey is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and nine years of industry experience. He has been associated with Montovani Murray Nemphos & Tierinni, LLC since 2010. 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 support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael G

Series 63, Series 66

Windsor, CT

Eagle Strategies (NY Life)

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jenilee W

Series 65, Series 63

Windsor, CT

Eagle Strategies (NY Life)

Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Allen Financial Group and New York Life, where she has been active since 2010. Outside of her advisory work, she serves as Committee Chair for the Alzheimer's Association of Connecticut and is the owner of Bay Area Boat Club LLC, a membership boating club. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages a large asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brian E

Series 66

Berlin, CT

Commonwealth Financial Network

Brian Elliott is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 29 years of industry experience. He has been affiliated with Capital Concepts, LLC and Commonwealth Financial Network since 2006. Outside of his advisory work, he holds a notary public commission and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John M

Series 66

Glastonbury, CT

Commonwealth Financial Network

John Mc Cann Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked with Sonder Wealth Advisors since 2020 and previously with Nirenstein Horowitz & Associates. In addition to advising, he is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services that include investment management, technology, and compliance support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Ryan O

Series 63, Series 66

Glastonbury, CT

Commonwealth Financial Network

Ryan Olschefskie is a financial advisor with Commonwealth Financial Network in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Commonwealth Financial Network since 2015. In addition to advisory services, he is involved in fixed insurance sales conducted at his branch location. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gregory M

Series 66

Windsor, CT

VOYA Financial Advisors, Inc.

Gregory Miller is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. 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 through various program structures, primarily offering recommendation-based, non-discretionary services.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Hubert K

Series 63, Series 66

Farmington, CT

Creative Planning

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Mercer H&B, and MMC Securities Corp. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michael G

Series 63, Series 65

Berlin, CT

Commonwealth Financial Network

Michael Gould is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth Financial Network and Capital Concepts, LLC since 2006. Outside of advisory work, he is involved in fixed annuity sales through BancNorth Investment Group Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Eli B

Series 66, Series 63

Windsor, CT

Eagle Strategies (NY Life)

Eli Burrows is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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James N

Series 63, Series 66

Windsor, CT

VOYA Financial Advisors, Inc.

James Nichols is a financial advisor at VOYA Financial Advisors, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with VOYA Financial and its affiliates since 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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