John Liptak is a financial advisor with Kestra Advisory, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2008. Outside of advising, he serves as a co-trustee for a legal/fiduciary trust and is a board member of the Amelia Park Ice Arena in Westfield, MA. Additionally, he owns a CPA practice and works as a CPA preparing and reviewing tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment advice, supporting recommended investments with detailed due diligence and serving large institutional investors among its client base.

Brent Gottier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Robert Goodenough is a financial advisor at VOYA Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors since 2014, following a prior role at Global Portfolio Strategies, Inc. from 2008 to 2011. VOYA Financial Advisors, Inc. is a large-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and external strategists, model portfolios, and technology-enabled tools, operating both discretionary and non-discretionary account structures.

Ashley Bracken is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Community Health Resources and Gilead Community Services. Her background also includes five years in the retail sector at Dunkin Donuts. 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 and technology-enabled tools to implement client recommendations, with a notable emphasis on non-discretionary account management.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Jonathan Yolles is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, GYL Financial Synergies, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he serves as head coach for the Avon High School Boys Basketball team. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Steven Kaminski is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera firms, Avantax Advisory Services, and USI Securities, among others. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines model portfolios, outside strategists, and technology tools to deliver predominantly non-discretionary advice, supported by a large network of investment adviser representatives.

Louis Mangene Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Waddell & Reed. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

Walter Buettel III is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Meritage Financial Strategies, Commonwealth Financial Network, and a long tenure at VOYA Financial Advisors since 2014. 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 combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Matthew Shannon is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Shannon has been with Voya Financial and its affiliate since 2014. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both non-discretionary and discretionary asset management through a large network of advisers.

Marty Baron is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for 11 years. Outside of his advisory role, he serves as the Treasurer and Finance Committee Chair at the Hartford Art School, Inc. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm structures client relationships around investment policy statements and model allocations, utilizing both in-house and external strategists, with a mix of non-discretionary and discretionary account management.

William Fitzgerald is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior firms include MassMutual Financial Group and Northwestern Mutual entities, among others. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to implement client-focused investment solutions, operating in both advisory and broker-dealer capacities.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations. He has five years of industry experience, having worked at Voya and its affiliates since 2019 and previously spent 12 years with CVS/Pharmacy. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Vincent Fortini is a financial advisor with Key Investment Services LLC in Feeding Hills, MA, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes multiple roles with Key Investment Services LLC and KeyBank, as well as positions in sports medicine and with Sullivan Paper Company. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver discretionary and non-discretionary investment solutions, integrating services with KeyCorp affiliates for additional financial capabilities.

Michael Filippi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to his current tenure at Voya beginning in 2020, he worked at Guardian Life from 2015 to 2019. Filippi serves as a board member for the Millstone Ridge Tax District, where he helps maintain and regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary account management through a large network of advisors.

Victor Deangelis is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis participates as a member of the UNICO Avon CT Chapter, a nonprofit organization focused on education and charity awareness. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists and tools such as Morningstar-powered advice to support both non-discretionary and discretionary account management.

James Fisher is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience and a Series 66 designation. He previously worked at Raymond James & Associates and Barron Financial Group and holds leadership roles in business networking organizations including serving as President of the Burlington Lions Club and Vice President of a BNI group. James is also involved in community service through volunteer positions with the Burlington Land Trust. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools, providing both discretionary and non-discretionary investment solutions across a broad product shelf.

Steven Moretta Sr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Moretta has been with Voya Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of financial planning, portfolio management, and retirement advisory services. The firm combines in-house and outside strategists with technology-enabled tools to deliver investment recommendations primarily on a non-discretionary basis.