Keith Chapman is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Momentum Solar and Regional School District No. 6. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis.

Francis Carson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2005 to 2020. Carson serves as a board member of the Stratford Visiting Nurses Association, a nonprofit organization providing nursing care to patients and their families. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.

Michael Bartolotta Jr. is a CFP® with 22 years of experience, currently affiliated with Commonwealth Financial Network since 2016. He is the sole owner of Bartolotta Investment Co. LLC and conducts fixed insurance sales under CT Financial Partners. 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 $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Renee Bilodeau is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including CT Financial Partners, Johndrow Wealth Management, and Lincoln Financial Distributors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, operations, technology, investment management, and compliance support, enabling affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Kimberly Flynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. She has been with Private Advisor Group and LPL Financial since 2018. Prior to her advisory career, she worked at Fazzino Auto Parts and was associated with Bryant University. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of program vehicles and third-party asset managers.

Mario Silva is a financial advisor at VOYA Financial Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes multiple roles within Voya Financial and its affiliated firms since 2014. VOYA Financial Advisors, Inc. serves a broad range of 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, emphasizing non-discretionary investment recommendations.

Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has worked within the Voya organization since 2014 in various roles including at Voya Financial Partners, LLC and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individual and institutional investors such as 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 recommendation-based, non-discretionary programs alongside discretionary management options.

Keith Williams is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily operating on a recommendation-based, non-discretionary asset management model.

Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes multiple roles within Voya and a year with Cetera Adviser Networks LLC. He also holds a notary license. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

James Ebert is a Series 65-licensed financial advisor with Commonwealth Financial Network, bringing eight years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Renbrook School and Yale University. Outside of his advisory work, he is a co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment. 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, technology, and operational support while allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.

David Neal is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Coburn & Meredith Inc for six years and has been with Integrated Wealth Concepts and LPL Financial since 2018. 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, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by short-term rebalancing trades.

Michael Ciccarelli is a CFP®-certified financial advisor with approximately four years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Merrill and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Tunxis Country Club and Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients, managing over $200 billion in assets. The firm offers a broad support platform, including managed-account programs, third-party asset manager access, and custody services.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. 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 brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.

Dennis Morin is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at GFA Financial Group and Commonwealth Financial Network since 2006. Outside of advising, he is an author. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, compliance, and practice-management support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs.

Michael Lane is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and Omnica Wealth since 2021. His prior roles include positions at TIAA, Fidelity, and Strategic Advisers, Inc. Lane is also involved in fixed insurance sales as a minor part of his professional activities. 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 variety of advisory programs and support services, providing technology, compliance, and investment management resources to affiliated advisors who deliver customized portfolio solutions.

Jared Bloxsom is a CFP® and Series 66-registered financial advisor with 23 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Merrill for ten years. Janney Montgomery Scott LLC is a large 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 plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and the University of Connecticut. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary recommendations across multiple program structures, including wrap programs and third-party money manager access.

Joseph Covill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is the owner of JT Covill LLC, which facilitates securities business under the name CT Financial Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing a platform that enables advisors to construct portfolios using diverse securities and insurance products.

Jeffrey Bradanini is a financial advisor at Janney Montgomery Scott with five years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC for nine years. Bradanini serves on the boards of the Cystic Fibrosis Foundation of Connecticut, Friends of Yale New Haven Children's Hospital, and the Boys & Girls Club of Greater New Haven, each in volunteer leadership roles focused on engagement, fundraising, and oversight. Janney Montgomery Scott LLC is a large enterprise firm managing 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, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Andrew Lawson is a CFP® with 13 years of industry experience, currently affiliated with Janney Montgomery Scott in West Hartford, CT. He 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage and advisory services supported by both in-house and third-party portfolio management.