James Kaufmann is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2011. Additionally, he is an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kenneth Kron is a financial advisor with Commonwealth Financial Network who holds Series 65 and Series 66 licenses and has 23 years of industry experience. He has worked with Commonwealth Financial Network since 2004 and is also a partner at Mahoney Sabol & Co., LLP, a CPA firm. Kron has prior experience with Investmark Advisory Group and Investmark Financial Services. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Fantazia Montero is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Voya Financial Advisors in 2025, she worked at Voya Financial Partners, LLC and Voya, as well as in various roles outside the financial industry. In addition to her advisory work, she also works as a food delivery driver for DoorDash. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account programs, and access to third-party money managers, combining technology and a wide product shelf to implement investment strategies tailored to client needs.

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 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, including positions at Connecticut College and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework with diversified investments and centralized due diligence.

Keith Chapman is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Momentum Solar and in education at Regional School District No.6. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly for retirement plans.

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.

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 eight years of experience in the industry. She has worked at Private Advisor Group and LPL Financial since 2018 and has prior experience at Fazzino Auto Parts and Bryant University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that utilizes various investment strategies and third-party managers to tailor solutions aligned with client goals and risk tolerances.

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 Windsor, CT. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes multiple roles within Voya Financial entities since 2001. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

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.

Paul Scileppi is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes tenures at Merrill, UBS Financial Services, and Ameriprise Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

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.