Steven Moretta Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors 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 advisory programs featuring both discretionary and non-discretionary investment options, supported by an extensive affiliate ecosystem and multiple custodial and clearing relationships.

Margaret Czyz is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at TD Ameritrade from 2012 to 2021 and joined TD Private Client Wealth LLC and TD Bank N.A. in 2023. Outside of her advisory role, she serves as a catechist for grade school students at St. Patrick Church in Farmington, Connecticut. 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 clients. The firm offers portfolio management, access to various investment products, and financial planning support, using a blend of affiliated and third-party sub-managers within its investment strategies.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at Johnson Brunetti and JB Capital, LLC, both in 2019, as well as earlier positions within Voya Financial entities dating back to 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 a mix of model portfolios and manager-driven sleeves, operates both discretionary and non-discretionary programs, and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Pablo Mozo Garimaldi is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as a driver for Amazon Flex. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jocelyn Dent is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds the Series 66 designation and has worked with TD Bank N.A. since 2016. 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 TDIS clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Salisbury is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and 15 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 combining model portfolios and manager-driven strategies, with a mix of discretionary and predominantly non-discretionary assets.

Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. 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, family office services, and sponsors wrap-fee programs, employing customized portfolios and a primarily long-term investment approach.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Park Avenue Securities and Certified Financial Services. Casner attended St. Lawrence University and The Loomis Chaffee School. He works with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage and advisory services.

Timothy Bourdon is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at Commonwealth since 2005 and is also the owner of TJB Financial Services, Inc. Outside of his advisory work, he is a part owner of Cliffside Cottage, LLC, a private entity managing a residential rental property in Jamaica. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various portfolio management options, including discretionary model portfolios and customized programs, while maintaining significant clearing and custody relationships.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 51 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has extensive prior experience running his own firms, including PC Planning & Benefits Inc., where he serves as President and CEO. Outside of advisory services, Cohen is involved in independent insurance sales and acts as a sales advisor for medical practice management software and financial recovery services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on comprehensive plan consulting and client reviews.

Robert Eberhardt is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Columbia Partners, LLC Investment Management for 10 years and is co-owner of SR Financial Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Stephen Joyner is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Paula Fischer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Commonwealth since 2011 and also operates PF Solutions, Inc., along with roles at The Kochen Group and Dc Design Studio. Outside of financial advising, she owns a consulting and art and jewelry design business and serves as Director of Membership at Shuttle Meadow Country Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that offers operations, trading, technology, investment management, compliance, and practice-management support.

Richard Cretella Jr. is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has 29 years of industry experience. He has served as president of Northeast Brokerage, Inc., where he is involved in the sale of fixed insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection process with ongoing monitoring, blending fundamental analysis and Modern Portfolio Theory, and offers both traditional advisory services and a digital investment platform called Starlight Portfolios.

Wendy Duncan is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

Nicole Chamberland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Omnica Wealth and the Marist Institute for Public Opinion. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering a range of advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Andrew Convery is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Omnica Wealth, CIBC, Pathstone, Charles Schwab, Merrill, and UCESC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $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, retirement and plan consulting, and custody/clearing services.

Jennifer Lange is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Charles Lee is a financial advisor at Bankers Life Advisory Services, Inc. with 20 years of industry experience. He holds a Series 66 credential and has been with Bankers Life Advisory Services and its affiliated entities since 2016. In addition to his advisory role, Lee works as an agent assisting clients with Medicare, life, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk tolerances.

Randall Macgovern is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glastonbury, CT. He holds a Series 63 designation and has 35 years of industry experience, including 19 years at Equity Services. Outside of his advisory role, he is involved in insurance sales and holds responsibilities as an investment-related agent at Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with both discretionary and non-discretionary client programs.