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.

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. in Windsor, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides a range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs combining model portfolios and manager-driven sleeves, with a focus on both non-discretionary and discretionary investment solutions.

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 CFP® professional with 25 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. He has held leadership roles in multiple related businesses, including CEO of Nesso Accounting and Tax, LLC and Nesso Insurance, LLC. Outside of his advisory work, he is involved in managing tax planning and property and casualty insurance operations. NewEdge Advisors is an enterprise-scale registered investment adviser providing services to individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services with a focus on centralized due diligence and the integration of technology tools to support advisor and client needs.

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 Series 63 and Series 66 licenses and has been with Voya Financial and its affiliates since 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of services such as investment advisory, brokerage, financial planning, and retirement plan solutions, utilizing a combination of model portfolios and manager-driven strategies across discretionary and non-discretionary programs.

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.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC and LPL Financial LLC. His background also includes eight years at Lake Williams Resort. 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 broad range of portfolio management and consulting services, employing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Elizabeth Derway is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 30 years at Coburn & Meredith, Inc. She provides administrative support to Integrated Wealth Concepts, an independent investment advisory firm. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.