Daniel Yanotchko is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, CT. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers, primarily through recommendation-based, non-discretionary advice and multiple program structures.

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.

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.

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 Series 66-licensed financial advisor with 26 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves 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, primarily offering recommendation-based, non-discretionary services.

Hubert Kingsley is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Mercer H&B, and MMC Securities Corp. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Matthew Glatt is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2024. Glatt also serves as CEO of Nesso Accounting and Tax, LLC, a firm specializing in individual and business tax planning and preparation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.

Eli Burrows is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Francis Tedesco is a CFP®-certified financial advisor with three years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and model portfolios supported by reputable strategists such as Fidelity, BlackRock, and Goldman Sachs.

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.

James Nichols is a financial advisor at VOYA Financial Advisors, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with VOYA Financial and its affiliates since 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and a broker-dealer.

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 with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her work history includes roles at Omnica Wealth, Edward Jones, RBC Capital Markets, and Wells Fargo Advisors. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, trading, technology, and compliance.

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles in educational 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and wrap/advisory services.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, Inc., and various insurance carriers. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

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.