Andrew Adil is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at several firms including LPL Financial, Coburn & Meredith Inc, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Integrated Wealth Concepts 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, and retirement plan advisory services, employing a combination of internally managed portfolios and third-party asset managers with a primarily long-term investment approach.

Victor Acca is a financial advisor with Empower Advisory Group in Rocky Hill, CT, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and multiple Cetera entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.

John O'Brien is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been affiliated with New York Life since 1996 and NYLIFE Distributors LLC since 2005. Outside of his advisory work, he performs with The Misfit Toys, a band that plays at various events. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily on a non-discretionary basis.

Victor Deangelis is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis is a member of the UNICO Avon CT Chapter, a nonprofit organization focused on charitable education and awareness. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based arrangements.

James Fisher is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Voya, he held roles at Barron Financial Group and Raymond James & Associates. Outside of his advisor role, Fisher serves as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures emphasizing recommendation-based advice.

Sharland Baker is a financial advisor with Janney Montgomery Scott in Glastonbury, CT. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Janney in 2018, he worked at RBC Capital Markets and LPL Financial. Janney Montgomery Scott is a large enterprise firm that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset managers.

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. 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 provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Kervin Vincent is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and Westfield Bank prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee models, separately managed accounts, and brokerage products. The firm operates within the KeyCorp group and emphasizes client-directed model selection supported by ongoing product due diligence and supervisory oversight.

Christopher Clini is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and TD Ameritrade Investment Management, LLC. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Russell Bell is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Commonwealth since 2011. He is also a principal at Heritage Capital Advisors and owns Russell Bell Financial Group, LLC, both entities involved in his securities and insurance business. 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 operational support while allowing affiliated advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Jay Tibball is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Commonwealth since 2011 and Heritage Capital Advisors, LLC since 2005. In addition to his advisory work, he is involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage portfolios using a broad range of securities and insurance products.

Steven Moretta Sr. is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Voya since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting.

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.

Jason Giordano is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at Ion Bank, Infinex Investments, LPL Financial, and Webster Investment Services. He serves as a board member of the Northwest Connecticut Community Foundation, a charitable endowment organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines firm supervision with advisor-managed accounts.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes multiple roles within Voya Financial and affiliated entities dating back to 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

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.

Philip Parker is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Prudential Investment Management Services LLC and KeyBank. Outside of his advisory work, he serves as treasurer for Trail Life USA Troop 1635 in Newington, Connecticut. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Michael Salisbury is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures including non-discretionary recommendations.