Jusjeet Singh is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at various Voya entities since 2014. In addition to his advisory role, Singh is an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to manage client portfolios, often on a non-discretionary basis, and offers both affiliated and unaffiliated investment products through a large network of advisors.

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 worked with Voya since 2014, following a tenure at Valic Financial Advisors. Outside of his advisory role, Williams serves as a foster care provider, offering housing and basic needs support for adolescents through the Department of Child & Family Services. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include several positions within Voya-affiliated firms and a brief tenure at Cetera Adviser Networks LLC. Meehan is also a licensed notary. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

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 financial advisor with Commonwealth Financial Network, holding a Series 65 license and eight years of industry experience. His prior roles include positions at Renbrook School, Financial Planning Suite, Inc., and Yale University. Outside of advisory work, he is co-owner of Pendleton Capital Partners, LLC, a firm focused on commercial and residential real estate in Greenville, SC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

David Neal is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Coburn & Meredith Inc for six years and has been with Integrated Wealth Concepts and LPL Financial since 2018. 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 family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by short-term rebalancing trades.

Michael Ciccarelli is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Merrill and Wells Fargo Advisors. Outside of financial services, he has worked in the hospitality sector, including at Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and custodial services, supporting various investment strategies through both internally managed models and external platforms.

Kenneth Rathke is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Wealthvest, Security Distributors, and The Leaders Group, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under fiduciary standards.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC based in New Britain, CT. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he serves as a voting board member of the Ballet Theater Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with both passive and active investment strategies.

James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that distinguishes it from many enterprise peers.

Michael Lane is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Omnica Wealth, having joined both firms in 2021. His prior experience includes roles at TIAA-CREF, Tiaa, and Fidelity. In addition to his advisory work, Lane is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive support platform, including managed-account programs, access to third-party asset managers, and custody services, offering a variety of investment options through both internal and external portfolio management.

Jared Bloxsom is a CFP® and holds the Series 66 designation, with 24 years of industry experience. He has been with Janney Montgomery Scott since 2016, following a decade at Merrill. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc. in Windsor, Connecticut, holding a Series 66 designation and eight years of industry experience. His career includes roles at Voya Financial Advisors and Northwestern Mutual. He is also an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using model portfolios and technology-enabled tools to implement client recommendations across both discretionary and non-discretionary account structures.

Joseph Covill is a financial advisor with Commonwealth Financial Network in Glastonbury, CT, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Coburn & Meredith, Inc., Next Financial Group, Inc., and Ameriprise. He is also owner of JT Covill LLC, operating under the name 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 about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, and custody/clearing services.

Jeffrey Bradanini is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC for nine years. Bradanini serves on the boards of the Cystic Fibrosis Foundation of Connecticut, Friends of Yale New Haven Children's Hospital, and the Boys & Girls Club of Greater New Haven. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Lyle Gal is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with two years of industry experience. Prior to Integrity Alliance, he has held roles at American Senior Benefits and First Command Advisory Services, among others. He is also involved in the sales and service of fixed insurance products and Medicare supplements through American Senior Benefits. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services with a broad range of portfolio management and financial planning options.

Andrew Lawson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has worked at Janney Montgomery Scott since 2013, including two roles at the firm spanning over 13 years, and previously spent one year at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Rebecca Dotson is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for nine years before joining Janney in 2017. Outside of her advisory role, she sings with the Sideways Band in East Hampton, CT. 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 clientele, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Sharni Cutajar is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Commonwealth Financial Network and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets, offering a wide range of managed-account programs, third-party asset management, retirement consulting, and custody services.