Marc Charette is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab & Co. Inc., PFSI Investments Inc., and Primerica Financial Services. Outside of finance, he works as a second shift and weekend supervisor at Young Pharmaceuticals and is involved as a musician and drummer with Mc Drummer/Music Consultant LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to various investment products, and financial planning support. The firm utilizes a blend of affiliated and third-party sub-managers within its portfolio construction approach.

Zachary Meyer is a CFP® with 11 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services and Lincoln Investment. Outside of his advisory work, he has experience as an insurance agent specializing in fixed insurance products. Integrity Alliance is a large enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in assets.

Michael Mc Grath is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his career in financial services, he spent 17 years at NBC Sports. Outside of his advisory role, he serves as President of the Westmont Association, organizing community events and volunteer efforts for his neighborhood. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Aaron Lavigne is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. He has been with Voya Financial Advisors since 2015 and has worked for Voya Financial since 2014. Outside of his advisory role, he owns Lavigne Marine, LLC, a retail and wholesale business specializing in hobby merchandise. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, often delivering non-discretionary recommendations that clients approve before execution.

Michael Hatch is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients including large institutional investors like sovereign wealth funds.

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 with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His career includes multiple periods at Janney Montgomery Scott LLC as well as roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he maintains a rental property in Marco Island, Florida. 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, offering brokerage services, financial planning, consulting, and various advisory programs, with in-house and third-party portfolio management across multiple platforms.

Alexander Parkos is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and five years of industry experience. He has previously worked at Infinex Investments Inc., Aldrich Wealth Management, and Silver City Properties, as well as Eastern CT State University. Outside of his advisory role, he serves as a consultant for Rich Capital financial services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large team of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works at Agia. Outside of finance, Olewnik coaches mountain biking clinics and ski racing, including roles as an instructor and owner of a mountain bike coaching business. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed portfolio models and managing approximately $26.4 billion in discretionary assets.

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.

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 at OSAIC Institutions, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model and emphasizes a delegated investment approach with both discretionary and non-discretionary account management.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Voya in various capacities since 2015. Outside of his financial advisory role, he works as a freelance writer, creating feature-length profiles on musicians focused solely on the art of music. 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 delivers advisory services through multiple program structures, primarily on a non-discretionary basis, and operates both as an SEC-registered investment adviser and broker-dealer.

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 licenses 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 that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary client relationships.