Kyle Kummer is a financial advisor at GWN Securities Inc. with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and employee benefits through several related business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Christopher Rafferty is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include several years at Fidelity Investments and a position at GYL Financial Synergies. He serves as Director of the Girls Flag Division for West Hartford Girls Flag Football, organizing practices and advocating for coaching development. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering investment management and a range of wealth-related services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and offers integrated reporting across managed and held-away assets.

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 experience with firms including LPL Financial, Three Peaks Capital LLC, The Hartford, and Neos LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management and third-party managers.

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 designations and has 18 years of industry experience. Her work history includes roles at Ion Bank since 2019, infinex Investments, Inc. since 2013, and Rockville Bank from 2013 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments via the CAIS platform, and various lending and cash-management options.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with Voya in various capacities since 2015. Outside of his advisory role, he works as a freelance writer, creating feature-length profiles on musicians with a focus on the art of music. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate entities by providing financial planning, portfolio management, and brokerage and insurance product distribution. The firm utilizes model portfolios, affiliated and third-party strategies, and offers both advisory and brokerage services, with a substantial portion of its assets managed on a non-discretionary basis.

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 with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is involved in selling non-registered fixed and fixed index annuities. Voya Financial Advisors, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm employs a combination of model portfolios and manager-driven strategies, with a significant focus on non-discretionary assets and integrates an advisory platform with an active broker-dealer distribution model.

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 Yanotchko is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Voya since 2014, serving as an advisor since 2019. Outside of his advisory work, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. 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 combination of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary investment programs.

Jason Lombardi is a financial advisor with Commonwealth Financial Network based in Glastonbury, CT, holding a Series 66 designation and two years of industry experience. He previously worked at The Hutensky Group, LLC for 15 years. Lombardi is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network supports a national network of advisors by providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs and portfolio management solutions, serving both retail and institutional clients.

Karl Badey is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and nine years of industry experience. He has been associated with Montovani Murray Nemphos & Tierinni, LLC since 2010. 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 support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Allen Financial Group and New York Life, where she has been active since 2010. Outside of her advisory work, she serves as Committee Chair for the Alzheimer's Association of Connecticut and is the owner of Bay Area Boat Club LLC, a membership boating club. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages a large asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Private Advisor Group since 2019 and concurrently with Private Capital Group, LLC since 2008. Additionally, Ms. Kelly is a notary public, providing notarial services separate from her advisory role. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies and delivers advisory solutions through a large network of investment adviser representatives, with access to multiple custodians, third-party asset managers, and a proprietary separately managed account program.

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.