Mandy Shekleton is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Voya Financial Advisors and Cadaret Grant & Co., Inc. Her current tenure at Voya began in 2025, including a prior seven-year period with the firm. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers various advisory services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures.

Ashley Bracken is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she worked at Community Health Resources and Gilead Community Services. Voya Financial Advisors, Inc. serves a broad range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Steven Kaminski is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera entities, Avantax Advisory Services, and multiple Voya-affiliated firms. Voya Financial Advisors, Inc. serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diverse advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining roles as both an SEC-registered investment adviser and broker-dealer.

Joseph Ryan is a financial advisor with Kestra Advisory who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of J E Ryan Wealth Management, operating as a registered representative. Ryan serves as a committee member on the Chester Finance Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment management supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Walter Buettel III is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at Meritage Financial Strategies, LLC and Commonwealth Financial Network. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including wrap programs and third-party money manager access. The firm primarily provides non-discretionary advice and operates with dual registration as an SEC-registered investment adviser and broker-dealer.

Matthew Shannon is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors and Voya Financial since 2014. Voya Financial Advisors, Inc. serves individual and institutional clients, including 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 offering non-discretionary recommendations.

Marty Baron is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 43 years of industry experience, including 12 years at VOYA. Outside of his advisory role, he serves as Treasurer and Chair of the Finance Committee at the Hartford Art School, overseeing endowment and financial matters. VOYA Financial Advisors serves a diverse range of clients, including individuals, institutions, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment advisor and broker-dealer.

William Fitzgerald is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and MassMutual Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya Financial Advisors, he worked at CVS/Pharmacy for twelve years. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, access to third-party money managers, and plan-sponsor consulting through multiple program structures, primarily offering recommendation-based (non-discretionary) advice.

Ryan Ferriter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, Paper City Management, and TRI Construction Company Inc. Ferriter is also involved with Crosstown Development LLC, a non-investment related business in Holyoke, MA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary platforms and third-party strategists, employing a fiduciary-based advisory model.

Vincent Fortini is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing seven years of industry experience. His prior work includes roles at KeyBank and Saint Anselm College Sports Medicine. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence of third-party advisory products.

Michael Filippi is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life. Filippi serves as a board member and director for the Millstone Ridge Tax District, helping regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services across multiple program structures, primarily delivering advice through non-discretionary arrangements.

Meagan Crook is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. Her background includes roles at First Command Advisory Services, First Command Financial Planning, and Saddles In Service, as well as service in the US Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centrally managed model portfolios and prescreened third-party managers.

Ryan Brassard is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Steward Partners in 2026. Outside of advising, he is a partner in ArionEdge LLC, an LLC created for private investment, and also works part-time as an independent contractor for Uber Eats. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through a variety of personalized and third-party investment solutions.

Victor Deangelis is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis is a member of the UNICO Avon CT Chapter, a nonprofit organization focused on charitable education and awareness. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based arrangements.

James Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with Voya Financial Advisors, Inc. Prior to joining Voya, he worked at Raymond James & Associates and Barron Financial Group. Outside of his advisory role, Fisher is active in community organizations, serving as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing non-discretionary, recommendation-based advice.

Steven Moretta Sr. is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Voya since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting.

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.