Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MML Distributors LLC. 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 services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a primary focus on non-discretionary recommendation-based advice.

Priya Tater is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Key Investment Services and Fifth Third Bank and its affiliates. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products.

John Christolini is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Christolini has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

David Coburn is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding 37 years of industry experience. He previously led Coburn & Meredith, Inc. for 38 years before joining Integrated Wealth Concepts and LPL Financial in 2021. 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Eric Macway is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He has been with Voya Financial Advisors since 2014 and holds Series 63 and Series 66 credentials. Outside of his advisory work, he volunteers as a youth soccer and basketball coach in the South Windsor community. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships across multiple program structures.

Kendra O'Reilly is a financial advisor with NewEdge Advisors holding a Series 66 designation and 26 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2021 and previously at Key Investment Services LLC from 2016 to 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and access to managed programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Anthony Muscarella is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 1998. He has 27 years of industry experience and also owns an accounting and tax services business serving small businesses and individuals since 1986. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios, and serves approximately 14,700 clients through 431 advisors.

Kathleen Thompson is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial and its affiliates for 11 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to the firm’s recordkeeping and administrative platforms.

Mark Van Valkenburg is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, Modern Capital Advisors, and Lincoln Financial Securities Corporation. He is also involved in wholesale distribution of financial products through Frontier Brokerage Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with an investment approach grounded in fundamental analysis and Modern Portfolio Theory.

Matthew Haddock is a financial advisor with Integrated Wealth Concepts LLC in Manchester, CT, holding a Series 65 credential and six years of industry experience. His prior roles include positions at United Capital Financial Advisors, LLC, Gaudreau Wealth New England, Mid Atlantic Capital Corporation, Commonwealth Financial Network, and Innovative Wealth Managers. Outside of advising, he owns Woods Hollow Leather Co., a personal merchandise business. Integrated Wealth Concepts LLC 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, using customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Douglas Turner is a financial advisor at Integrated Wealth Concepts LLC with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith, Inc. Turner currently also affiliates with LPL Financial, LLC. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, using customized portfolios and a long-term investment approach alongside sponsored wrap-fee programs.

James Eagan is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016, including prior experience at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight while operating within the KeyCorp group and collaborating closely with affiliated entities.

Kevin Cotton is a CFP® certificant affiliated with Commonwealth Financial Network, with six years of industry experience. He is co-owner of Longtide Financial Partners, LLC, a private entity involved in securities, advisory, and insurance business. Cotton has worked at Commonwealth Financial Network since 2019, including his current tenure, and was previously associated with Samuel Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Grant is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He founded Grant Financial Solutions, LLC and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2013 and 2017, respectively. Grant serves as a board member for the West Indian Foundation and InterCommunity Health Care, a community health center focused on substance abuse and mental health. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as corporate and charitable clients.

Christopher Mickle is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Voya entities since 2015. 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 that emphasize non-discretionary, recommendation-based advice.

Dale Breault is a financial advisor with Capital Analysts based in Feeding Hills, MA, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Lincoln Investment Planning since 2013. Outside of his advisory work, he serves on the Finance Counsel for Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit organization focused on empowering Catholic educators. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offer a range of advisory services including custom portfolios and ERISA retirement plan advice.

Benjamin Nixon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Voya and its affiliates since 2014. In addition to his advisory role, he serves as an auditor for the East Glastonbury Fish and Game Association, overseeing financial reports for the club. Voya Financial Advisors, Inc. serves a broad mix of 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 through various program structures, with an emphasis on non-discretionary recommendations and a combination of advisory and broker-dealer services.

Robert Klein is a ChFC® and Series 66 credentialed advisor with Voya Financial Advisors, Inc., where he has worked since 2014. He has 43 years of industry experience and has been affiliated with the University of Connecticut since 1972, serving in a part-time role as chief press steward for the NCAA athletic department. Klein is also an independent insurance agent involved in the sale of fixed insurance products. 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 through multiple program structures, often offering non-discretionary advice tailored to client approval.

Paul Boilard is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and over 31 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, MML Distributors, LLC, and MassMutual Financial Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Steven Filanowicz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera Wealth Services, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.