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 Frey is a financial advisor at Key Investment Services LLC in Glastonbury, CT, with 13 years of industry experience. He holds a Series 66 designation and has worked at KeyBank NA since 2016, including roles at Key Investment Services LLC, LPL Financial, Equitable Advisors, and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model featuring Envestnet and Key Wealth Chief Investment Office, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Daniel Yanotchko is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Yanotchko has been with Voya in various capacities since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. 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 along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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 at Eagle Strategies (NY Life) with 13 years of industry experience and holds Series 63 and Series 65 licenses. Her prior work includes roles at Allen Financial Group and Nylife Securities LLC, alongside New York Life. Outside of advising, she serves as Committee Chair for the Alzheimer's Association of Connecticut and owns the Bay Area Boat Club, a membership boating organization. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm provides a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

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.

Ryan Olschefskie is a financial advisor with Commonwealth Financial Network in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Commonwealth Financial Network since 2015. In addition to advisory services, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

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 (NY Life) based in Windsor, CT. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Burrows has been associated with NYlife Securities LLC and New York Life Insurance company since 2015 and joined Eagle Strategies in 2023. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides various advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis.

Francis Tedesco is a CFP®-certified financial advisor at Private Advisor Group, LLC with three years of industry experience. His prior roles include positions 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 with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and offers both proprietary and third-party managed account solutions across various investment strategies.

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 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 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.