Marilyn Mantziaris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2009. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life, and has held prior roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of his advisory work, he is involved in a transportation business serving special needs students. Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and corporate clients, offering a range of advisory programs and financial planning solutions through a dual broker-dealer and registered investment adviser platform.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. In addition to his advisory role, he is involved in fixed insurance sales. 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 about $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, serving both individual and institutional clients.

Christopher Martinez is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is involved in insurance sales outside of those offered through Guardian. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice supported by Fidelity/NFS custody and execution services.

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Alyssa Decker is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 12 years with VOYA. Outside her advisory role, she is involved in property management and rental activities, including managing an Airbnb rental property. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to provide mostly non-discretionary investment management.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Voya, Santander Bank, and Paychex. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Daniel Mancini is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Empower Financial Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

Alexis Jankauskas is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he operates a mobile mixology business. 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 plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

John Tyrrell is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Co., Inc. and Heritage Capital Advisors, LLC. Outside the financial industry, he was involved with Restaurant Bricco from 2020 to 2023. 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/clearing services.

James Craig is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Voya Financial Advisors since 2016, following two years at Voya Investment Management CO. LLC. Outside of his advisory role, Craig serves as an assistant coach for a U10 boys soccer team in Windsor, CT. Voya Financial Advisors, Inc. is an enterprise-scale firm providing a range of financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment management through a large network of adviser representatives.

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Raman Grover is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes roles at Ion Bank, Infinex Investments, United Bank, Key Investment Services, LPL Financial, Merrill, and Citigroup Global Markets. Additionally, he serves as a Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model, offering customized advisory services, financial planning, and access to alternative investments through a network of investment adviser representatives.

Steven O Keefe Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Voya Financial Advisors in 2019, he worked at Foresters Advisory Services LLC and Foresters Financial from 2016 to 2019, and also had a role at Catalyst Prep LLC. Voya Financial Advisors, Inc. offers financial planning, portfolio management, unified managed account 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, managing many accounts on a non-discretionary basis while also offering limited discretionary management options.

Michael Rabbitt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he operates an independent insurance business separate from his investment advisory services. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

James Beyer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life. Outside of his advisory work, he serves as a deacon at Faith Baptist Church, assisting church members in need. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.

Spencer Le Claire is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Distributors, Inc. and Heritage Capital Advisors, LLC. Prior to his financial career, he held various roles at the University of Connecticut and Seager Marine. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.

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.

Philip Kolidas is a Series 66-licensed advisor at Key Investment Services LLC with three years of industry experience. He previously worked at Whitetip Investments for seven years. Kolidas is based in Manchester, CT. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation by Envestnet, supported by the Key Wealth Chief Investment Office and third-party managers who design strategist portfolios.