Aaron Lavigne is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with VOYA Financial and VOYA Financial Advisors since 2014 and 2015, respectively. Outside of his advisory role, he is the owner of Lavigne Marine, LLC, a retail and wholesale hobby merchandise business. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individual investors, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategies, model portfolios, and technology tools to provide financial planning, portfolio management, and retirement advisory services through a large network of advisor representatives.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Mark Cavasino is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. He is also associated with LPL Financial and holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC operates as part of Integrated Wealth Concepts, an enterprise firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with portfolios custom-constructed using mutual funds, ETFs, individual equities, and fixed income.

Timothy Sullivan is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2017, with a brief tenure at Wells Fargo Clearing in 2016-2017. Outside of his advisory role, he maintains a rental property in Marco Island, Florida. Janney Montgomery Scott 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 with brokerage, financial planning, consulting, and advisory services, combining in-house portfolio management with third-party managers and offering custody and trustee services through a New Hampshire-chartered subsidiary trust company.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and was also associated with VOYA Financial Advisors, Inc. in 2012, and Agia since 2022. Outside of his advisory work, Olewnik is involved in coaching mountain biking and ski racing, leading clinics and coaching athletes across various locations in New England. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services to address client investment needs.

Christopher Rafferty is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Fidelity Investments and GYL Financial Synergies. Outside of his advisory role, he serves as the Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kristen Allen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2018. Prior to joining Commonwealth, she worked at Ameriprise Financial Services, Inc. for 12 years. Allen is also involved in fixed insurance sales through CT Financial Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves both individual and institutional clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services while offering a range of investment options and model portfolio implementations.

Brad Murphy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gwfs Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model incorporates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kristopher Morin is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT. He holds Series 65 and Series 63 licenses and has worked in the financial industry since 2015, including roles at The Hartford and Three Peaks Capital LLC. Integrated Wealth Concepts LLC 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, employing customized portfolios with a long-term approach and a range of internally managed and third-party strategies.

Penny Nasiatka is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. She previously spent 40 years at Coburn & Meredith, Inc. She holds Series 63 and Series 65 licenses. 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 consulting, utilizing customized portfolios with a primarily long-term investment approach.

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.

Donna Williams is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Voya and its affiliates since 2015. Outside of his advisory role, Perkins works as a freelance writer, producing feature-length profiles on musicians focused on the art of creating music. 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 employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to deliver customized investment solutions, often through non-discretionary client relationships.

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.

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.

Stephen Andreotta is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Voya Financial Advisors since 2014. Outside his advisory role, he is involved in selling non-registered fixed and fixed index annuities. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisers, utilizing model portfolios and technology-enabled tools with a focus on both discretionary and non-discretionary management.

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.

Daniel Frey is a financial advisor at Key Investment Services LLC in Glastonbury, CT, with 13 years of industry experience. He holds a Series 66 designation and has worked at KeyBank NA since 2016, including roles at Key Investment Services LLC, LPL Financial, Equitable Advisors, and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model featuring Envestnet and Key Wealth Chief Investment Office, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Daniel Yanotchko is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Yanotchko has been with Voya in various capacities since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.