Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with Allen Financial Group, Nylife Securities LLC, and New York Life. Outside of advising, she serves as Committee Chair for the Alzheimer's Association of Connecticut and owns a membership boating club. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management within the integrated New York Life structure.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

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.

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.

Gregory Miller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, he serves as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios and technology-enabled tools within both discretionary and non-discretionary account structures.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Mercer H&B. He has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and managed account services.

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.

Eli Burrows is a financial advisor with Eagle Strategies (New York Life) in Windsor, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has been associated with New York Life and its affiliated entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm utilizes various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Francis Tedesco is a CFP® professional with three years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

William Richardson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 2006 and at Hutchinson Financial Services, LLC since 2015. 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 support services, including portfolio management and retirement plan consulting, while allowing affiliated advisors discretion in constructing client portfolios from diverse securities and insurance products.

Christopher Fletcher is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has 23 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he helps chain restaurants train staff in management, cooking, and labor oversight. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized discretionary investment management, financial planning, and family office services, employing primarily long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income.

Ashley Oliver is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, RBC Capital Markets, and Wells Fargo Clearing. Oliver is currently based in Glastonbury, CT. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services. The firm manages approximately $212.7 billion in client assets and provides both discretionary and nondiscretionary investment solutions.

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Janney in 2024, he worked at Fidelity Investments from 2022 to 2024. His background also includes roles in education and community organizations. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Casey Morey is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, Morey held roles at Johndrow Wealth Management and J.P. Morgan Chase Private Bank. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Amber Pinette is a Series 66-licensed financial advisor with nine years of industry experience. She is affiliated with OSAIC Institutions, Inc. and has been with Infinex - Thomaston Financial Services since 2014. Outside of her advisory role, she volunteers approximately eight hours per month with the Connecticut Association for Human Services. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with decentralized account management.

Evan Gilchrest is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Merrill for nine years. Outside of his advisory role, he coaches for the West Hartford Girls Softball League. Janney Montgomery Scott is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of advisory programs with a combination of in-house and third-party portfolio management.

Tyler Sadak is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked with Certified Financial Services and Park Avenue Securities. Outside of advising, he works as an independent contractor selling insurance products not affiliated with Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Maryellen Gordon is a financial advisor at Voya Financial Advisors, Inc. with 29 years of industry experience. She holds the Series 66 designation and has been with Voya-affiliated firms since 2000. In addition to her advisory role, she is an independent insurance agent offering long-term care and life insurance products, as well as fixed, indexed, and variable annuities. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, using a combination of in-house and external strategies, model portfolios, and technology-enabled tools.

Stephanie Slappendel Modean is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Arbor Point Advisors and Securities America, Inc. Outside of her advisory role, she serves as a trustee for the First Presbyterian Church of Hartford. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and retirement consulting services, using a mix of fundamental and technical analysis alongside platform relationships to support its clients.

Joseph Bannon Jr. is a CFP® professional with 27 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also the owner of Bannon & Company, LLC, which facilitates securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.