Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

William Miller Jr. is a financial advisor with Commonwealth Financial Network in Manchester, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1996 and Insurance Management Inc. since 1995. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a broad range of investment options.

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. and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 12 years with VOYA. Outside of her advisory role, she manages short-term rentals, including operating an Airbnb property. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial services, including planning, portfolio management, and third-party money manager access, primarily providing non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Nicole Paradise is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at firms including Financial Engines Advisors L.L.C., Voya, and Santander Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and integrated solutions tied to Empower’s recordkeeping and administrative platforms.

Daniel Mancini is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at 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, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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 Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Commonwealth, he worked at Charles Schwab Co., Inc. He also spent three years involved with Restaurant Bricco. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

James Craig is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he coaches a U10 boys' soccer team for the Windsor Soccer Club. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and corporations, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm emphasizes recommendation-based advice, primarily managing assets on a non-discretionary basis.

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 designations and possessing 24 years of industry experience. He has worked with Ion Bank since 2019 and has held roles at Infinex Investments, Inc., United Bank, and Key Investment Services LLC. In addition to his advisory work, 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to its representatives.

Steven O Keefe Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at VOYA Financial Advisors since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial from 2016 to 2019. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, primarily on a non-discretionary basis.

Michael Rabbitt is a CFP® professional with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes positions at Bank of America and Merrill. In addition to his advisory role, he sells insurance products as an independent agent through a separate business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, employing various analytical approaches and trading strategies to align with client objectives.

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 financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Whitetip Investments from 2016 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing recommendations and ongoing oversight, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.