Dacota Durkee is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Money Concepts, Durkee has experience in tax preparation and planning through Drenen Financial Services, and is involved in managing real estate investments and residential property operations via Dream Holding Co. LLC and Apex Management & Leasing LLC. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Voya in various capacities since 2014, including roles at both VOYA Financial Advisors and VOYA Financial. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies delivered via technology-enabled tools, with many accounts managed on a non-discretionary basis under a dual SEC-registered investment adviser and FINRA-member broker-dealer structure.

Michael Salisbury is a financial advisor at VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, employing both in-house and third-party strategies with a focus on client-approved investment decisions.

Peter Cohen is a Series 63 licensed advisor with over 51 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and has held roles at related Ameritas entities since 2008. He is also the president and CEO of PC Planning & Benefits Inc., which provides insurance sales and business planning services, including work with captive insurance companies and retirement plans. Additionally, Cohen has sales advisory roles in medical practice management software and payment recovery services. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of model portfolios and investment vehicles and operates multiple program platforms while leveraging third-party technology and sub-advisers.

Sean Reddington is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Nationwide Insurance, Nationwide Securities, LLC, and Voya Financial Advisors. He is also involved in selling fixed insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Curtin is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Outside of his advisory role, Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and custody primarily through Schwab and Fidelity.

Amy Henley is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked with various Voya entities since 2014 and was previously with Directed Services LLC from 2010 to 2017. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, providing both non-discretionary and limited discretionary management options.

Donna Mcandrew is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Voya Financial and its affiliates since 2006, with a brief tenure at Merrill in 2006. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of representatives, using a mix of in-house and external strategies with both discretionary and non-discretionary account management.

Richard Quirion is a financial advisor with Commonwealth Financial Network in Bloomfield, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of ARQ Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable program structures, supporting advisors in constructing client portfolios from diverse securities and insurance products.

Michael Mc Grath is a financial advisor with Eagle Strategies (New York Life) in Windsor, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to entering financial services, he worked for 17 years at NBC Sports. Outside of his advisory role, he serves as president of the Westmont Association, coordinating community events and neighborhood maintenance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Aaron Lavigne is a financial advisor with VOYA Financial Advisors, Inc. based in Windsor, CT, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with Voya Financial and its advisory affiliate since 2014. Outside of his advisory role, he owns Lavigne Marine, LLC, a retail and wholesale business specializing in hobby merchandise. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers through technology-enabled tools and a mix of discretionary and non-discretionary account management.

Michael Hatch is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and was also associated with VOYA Financial Advisors, Inc. in 2012, and Agia since 2022. Outside of his advisory work, Olewnik is involved in coaching mountain biking and ski racing, leading clinics and coaching athletes across various locations in New England. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services to address client investment needs.

Brandon Perkins is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Voya and its affiliated entities since 2015. Outside of finance, Brandon works as a freelance writer, creating feature-length profiles on musicians. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client recommendations, often managing accounts on a non-discretionary basis.

Stephen Andreotta is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Voya Financial Advisors since 2014. Outside his advisory role, he is involved in selling non-registered fixed and fixed index annuities. Voya Financial Advisors, Inc. is an enterprise-scale 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 through a broad network of advisers, utilizing model portfolios and technology-enabled tools with a focus on both discretionary and non-discretionary management.

Lisa Rancourt is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2013. Outside of her advisory role, she serves as First Vice President and Operations Manager at Ion Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement 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 and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Daniel Yanotchko is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Yanotchko has been with Voya in various capacities since 2014. Outside of his advisory role, he volunteers as an assistant coach for a youth soccer team in South Windsor, Connecticut. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists along with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Jenilee Wirtz is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience and holds Series 63 and Series 65 licenses. Her prior work includes roles at Allen Financial Group and Nylife Securities LLC, alongside New York Life. Outside of advising, she serves as Committee Chair for the Alzheimer's Association of Connecticut and owns the Bay Area Boat Club, a membership boating organization. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm provides a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Gregory Miller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, he serves as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios and technology-enabled tools within both discretionary and non-discretionary account structures.