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. in Watertown, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at various Voya entities since 2014 and has been with Voya Financial Advisors, Inc. since 2019. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs, and integrates an advisory platform with an active broker-dealer distribution model and a broad affiliate network.

Jusjeet Singh is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya and its affiliates since 2014. In addition to his advisory role, Singh is an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs featuring both discretionary and non-discretionary management, supported by a combination of model portfolios and third-party managers.

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 with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Williams provides foster care services for adolescents through the Department of Child & Family Services. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven strategies, delivering predominantly non-discretionary investment guidance alongside discretionary offerings.

Michael Meehan is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes multiple roles within Voya and its affiliated firms, as well as a position at Cetera Adviser Networks LLC. He also holds a notary license. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, providing both discretionary and non-discretionary investment programs.

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.

Paul Scileppi is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a total of 12 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

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®-certified financial advisor with approximately four years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Merrill and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Tunxis Country Club and Huskies Restaurant and Bar. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 3,000 advisors and hundreds of thousands of clients, managing over $200 billion in assets. The firm offers a broad support platform, including managed-account programs, third-party asset manager access, and custody services.

Wojciech Polowy is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with Independent Financial Group since 2014 and is also associated with Wealth America and My Wealth America. Polowy serves as a board member of the Ballet Theater Company and is involved in business networking through Business Networking International. 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 brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a broad national network of investment adviser representatives.

James Collins Jr. is a CFP® with 20 years of industry experience, currently serving at OSAIC Institutions, INC. He has held positions at ION Bank, Infinex Investments, LPL Financial, and Webster Investment Services. Collins also holds a vice president role at ION Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services with a focus on customized financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and integrated network of investment adviser and broker-dealer representatives.

Dennis Morin is a CFP® professional with 30 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at GFA Financial Group and Commonwealth Financial Network since 2006. Outside of advising, he is an author. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, technology, compliance, and practice-management support. The firm offers a variety of investment solutions, including discretionary model portfolios and customized advisory programs.

Michael Lane is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and Omnica Wealth since 2021. His prior roles include positions at TIAA, Fidelity, and Strategic Advisers, Inc. Lane is also involved in fixed insurance sales as a minor part of his professional activities. 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 offers a variety of advisory programs and support services, providing technology, compliance, and investment management resources to affiliated advisors who deliver customized portfolio solutions.

Jared Bloxsom is a CFP® and Series 66-registered financial advisor with 23 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Merrill for ten years. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Jarred Mantis is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes positions at Northwestern Mutual and the University of Connecticut. In addition to advising, he is also licensed as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and corporate clients. The firm provides financial planning, portfolio management through various programs, and access to third-party managers, offering both advisory and brokerage services.

Joseph Covill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he is the owner of JT Covill LLC, which facilitates securities business under the name CT Financial Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing a platform that enables advisors to construct portfolios using diverse securities and insurance products.

Jeffrey Bradanini is a financial advisor at Janney Montgomery Scott with five years of industry experience. He 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, each in volunteer leadership roles focused on engagement, fundraising, and oversight. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Lyle Gal is a Series 66-credentialed advisor with Integrity Alliance, LLC, based in Farmington, CT, and has one year of industry experience. Prior to joining Integrity Alliance, he held roles at American Senior Benefits and several First Command entities. Outside of his advisory role, he is involved with American Senior Benefits, focusing on the sales and service of fixed insurance products and Medicare supplements. 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 a range of services such as continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.