Robert Klein is a ChFC® and holds a Series 66 license with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has concurrently worked at the University of Connecticut since 1972. Outside of his financial advisory work, he serves as a part-time chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment management 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.

Christopher Connelly is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Kestra Advisory since 2016. Connelly is a partner in Foley/Connelly Benefits Group and serves on the board of the West Springfield Boys and Girls Club. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

John Basile is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at NYlife Securities LLC, New York Life Insurance Company, Universal Retirement, and Verizon Wireless. 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 certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Joseph Malmborg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Commonwealth since 2014 and leads Malmborg Wealth Consulting Group. Malmborg also served as CFO and part owner of The Wealth Transition Collective, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers various advisory programs, including discretionary model portfolios and customized investment solutions.

Jael Padilla Lozada is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. She has been with Voya since 2020. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory programs, combining in-house and external resources with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.

Alex Corrigan is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Voya and its affiliates since 2015. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios combined with technology-enabled tools to manage accounts, often on a non-discretionary basis, while also maintaining a dual registration as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Natalia Troshin is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving 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 representatives, utilizing model portfolios and technology-enabled tools to support both discretionary and non-discretionary client accounts.

Kevin Manghan is a CFP® with 38 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Infinex Investments, Peoples Bank, Key Investment Services, LPL Financial, and Valic Financial Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Karianne Mc Guinness is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Investment Management Co. LLC and Ameriprise. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a broad range of financial planning and portfolio management services. The firm combines in-house and third-party strategies with technology-enabled tools to deliver tailored investment solutions, operating in both advisory and broker-dealer capacities.

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.

Thomas King is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Voya Financial Advisors and its related entities since 2018, and prior to that, he worked at Perfect Piece Furniture for six years. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of services such as financial planning, portfolio management, and retirement-plan advisory, utilizing both in-house and third-party strategies in a mix of discretionary and non-discretionary account management.

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 CFP® and CFA® with 25 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2020. Prior to that, he was with TIAA-CREF and TIAA from 2014 to 2020. He is also involved in tax preparation and accounting as an enrolled agent through Mosaic Tax Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and offers both discretionary and non-discretionary services through in-house and third-party managers.

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 work includes positions at Bank of America, Merrill, and earlier tenure at Voya Financial Advisors. VOYA Financial Advisors, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a combination of in-house and third-party strategies, utilizing technology-enabled tools and a range of investment products.

Justin Doyle is a financial advisor with Eagle Strategies (New York Life) in Agawam, MA, holding Series 63 and Series 65 designations and with nine years of industry experience. His prior roles include positions at Deliso Financial and Insurance Services and Quinn Wealth Strategies, where he also operates under the DBA Quinn Wealth Strategies to sell New York Life products. He is also appointed as an insurance broker with outside 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 advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a variety of institutional sponsors within an integrated New York Life affiliate structure.

Brent Gottier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

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.