Natalia Troshin is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial and Voya Financial Advisors since 2014. 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 offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures, frequently providing non-discretionary recommendations.

Kevin Manghan is a Certified Financial Planner® with 38 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2017, with prior roles at Peoples Bank and Key Investment Services LLC. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts and utilizes third-party promoters and affiliations to support its service and distribution approach.

Karianne Mc Guinness is a Series 66-registered financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, bringing 23 years of industry experience. She has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. serves a diverse range of clients including individuals, institutional investors, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including Unified Managed Account wrap programs and third-party money manager access.

Sofia Dumansky is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding the Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been affiliated with Eagle Strategies and related entities since 2007, including NYLIFE Securities LLC and New York Life Insurance Company. Dumansky serves as a director of Maidan United, a nonprofit organization providing financial aid and support related to the Euromaidan in Ukraine. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm provides tailored advice and solutions across multiple program types, with a significant focus on non-discretionary asset management and a specialized approach to serving institutional sponsors and retirement investors.

Walter Drenen is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and operates Drenen's Tax Service, which he has run since 1993. He also serves as president of Drenen Financial Services, Inc., a tax preparation and business services firm, and is a board member and officer of the National Association of Tax Professionals. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, managing approximately $4.07 billion in client assets through an enterprise-scale network of several hundred advisors. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs and utilizes third-party managers and platforms such as Envestnet for support.

Paul Chlebecek is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Workers Credit Union, and Edward Jones. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and asset-based managed programs and utilizes a mix of fundamental and technical analysis along with digital advice platforms.

Thomas King is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Voya and its affiliated entities since 2018, following six years at Perfect Piece Furniture. 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, and consulting services through various program structures, notably favoring non-discretionary, recommendation-based relationships.

Gaetano Cannata Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 1994 and previously worked at Sgs Business Associates, Inc. for over three decades. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension 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 client assets.

Kevin Myers is a financial advisor with Private Advisor Group, LLC, holding the CFP® and CFA® designations and possessing 24 years of industry experience. His prior roles include positions at TIAA-CREF and LPL Financial. Outside of his advisory work, he is involved in tax preparation and accounting services through Mosaic Tax Management LLC. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

John Moore is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Commonwealth since 2001. Outside of his advisory role, he is the author of books on Notre Dame football and on politics and religion. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance, while allowing advisors discretion in constructing client portfolios.

Laurie Muscarella is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 31 years of industry experience. She has been with Money Concepts Capital Corp since 1998 and is also involved in tax preparation and accounting through a sole proprietorship associated with Anthony T. Muscarella, CPA. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for about 14,700 clients.

Joseph Wilkeson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and earlier employment outside finance at Flemings steakhouse and The Capitale Grille. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, and various advisory programs, primarily offering non-discretionary recommendations through multiple managed account and third-party money manager structures.

Justin Doyle is a financial advisor with Eagle Strategies (NY Life) in Agawam, MA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2020 and concurrently with New York Life Insurance and NYLIFE Securities since 2016. Doyle also operates Quinn Wealth Strategies, LLC, a DBA through which he sells New York Life products and services, and he holds an appointment with outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

John Liptak is a financial advisor with Kestra Advisory, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2008. Outside of advising, he serves as a co-trustee for a legal/fiduciary trust and is a board member of the Amelia Park Ice Arena in Westfield, MA. Additionally, he owns a CPA practice and works as a CPA preparing and reviewing tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment advice, supporting recommended investments with detailed due diligence and serving large institutional investors among its client base.

John Arnold is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Kestra Advisory in 2023, he worked for M. Holdings Securities, Inc. for 20 years. He has served as president of the Estate Planning Council of Hampden County and is a member of the Endowment Committee at East Longmeadow United Methodist Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Robert Goodenough is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Paul Menzel is a financial advisor with Money Concepts Capital Corp in West Springfield, MA, holding a Series 63 designation and 26 years of industry experience. He has been with Money Concepts Capital Corp since 1999 and is also the president and sole owner of Menzel CPA, P.C., a firm providing bookkeeping, financial statement preparation, and tax return services for individuals and businesses. Additionally, he is a minority investing partner in a company involved with spinal traction devices. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As an enterprise advisor within a firm of about 431 advisors, MCAS manages multiple programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

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.