Christopher Peters is a financial advisor with Janney Montgomery Scott in Glastonbury, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Peters is involved in charitable activities as the President of Go Hartford! Mayor Mike's Foundation for Kids, where he oversees fundraising and grant distribution. 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 and offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house and third-party portfolio management.

James Stockman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Capital, Inc., Gwfs Equities, Inc., and Oppenheimerfunds. Outside of advising, he is involved in real estate as a landlord. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services implemented based on client risk profiles and available on discretionary or non-discretionary bases.

Kenneth Kron is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding Series 66 and Series 65 credentials and over 23 years of industry experience. He has worked with Commonwealth Financial Network since 2004 and is a partner at Mahoney Sabol & Co., LLP, a CPA firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Fantazia Montero is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 licenses and possessing two years of industry experience. Prior to joining Voya Financial Advisors, she worked in various roles including positions at AT&T Mobility and food delivery services. Outside of her advisory work, she is also active as a food delivery driver. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a wide range of services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Margherita Foschini is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Brokers International Financial Services. Outside of advising, she serves as a District Sales Manager for American Senior Benefits and is a Notary Public. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, having taught at the middle and high school levels as well as at Connecticut College. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio strategies.

Keith Chapman is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Momentum Solar and Regional School District No. 6. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis.

Francis Carson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. from 2005 to 2020. Carson serves as a board member of the Stratford Visiting Nurses Association, a nonprofit organization providing nursing care to patients and their families. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.

Michael Bartolotta Jr. is a CFP® with 22 years of experience, currently affiliated with Commonwealth Financial Network since 2016. He is the sole owner of Bartolotta Investment Co. LLC and conducts fixed insurance sales under CT Financial Partners. 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 over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Keith Steele is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MassMutual and EXP Realty. Outside of advising, he has experience as a part-time real estate agent and shuttle bus driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Renee Bilodeau is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including CT Financial Partners, Johndrow Wealth Management, and Lincoln Financial Distributors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, operations, technology, investment management, and compliance support, enabling affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Kimberly Flynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. She has been with Private Advisor Group and LPL Financial since 2018. Prior to her advisory career, she worked at Fazzino Auto Parts and was associated with Bryant University. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of program vehicles and third-party asset managers.

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Mario Silva is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Silva has worked at various Voya entities since 2014. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice through multiple program structures, primarily in non-discretionary arrangements where clients approve recommendations before transactions are executed.

Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been associated with Voya in various capacities since 2014. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a wide range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on recommendation-based, non-discretionary relationships.

Ashleigh Case Briggs is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked with TD Bank N.A. since 2013 and was previously employed at Munson's Chocolates for twelve years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Keith Williams is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. In addition to his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. Voya Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily delivering non-discretionary, recommendation-based advice.

Michael Meehan is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Cetera Adviser Networks LLC and Allied Community Resources. He also maintains a notary license. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, mostly operating on a non-discretionary recommendation basis.

Andrew Mcallister is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2002. Mcallister is also a co-owner of Federal Hill Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

James Ebert is a Series 65-licensed financial advisor with Commonwealth Financial Network, bringing eight years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Renbrook School and Yale University. Outside of his advisory work, he is a co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment. 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, technology, and operational support while allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.