Ryan Colleoni is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at TD Ameritrade for 13 years and has been associated with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. 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 clients. The firm uses an integrated approach linked to Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Ingalls is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, and Cetera Advisors, among others. He is based in Windsor, Connecticut. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base ranging from individuals and retirement plans to corporate, charitable, and sovereign wealth fund clients. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and platform integrations to provide access to alternative investments and structured products.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Palmerino Santaniello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Simplicity Wealth, AE Wealth Management, FOUNDATIONS INVESTMENT ADVISORS, and Citigroup Global Markets. He is also the owner and agent of an independent insurance and annuity agency, JP Santaniello Retirement Planning Solutions, which he has operated since 2006. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.

Stephen Salmon Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Score Priority, Equitable Advisors, Aetna, and the University of Hartford. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model portfolios combining in-house and external strategies, delivering both discretionary and non-discretionary management through a large network of advisers.

Brian Dowd is a financial advisor with Commonwealth Financial Network in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has operated Dowd Financial Group LLC since 2008. 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 operations, trading, technology, compliance, and practice-management support. The firm offers various discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Eric Spooner is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA and its affiliated entities since 2001. Outside of his advisory work, he serves as an independent insurance agent, selling fixed life, annuity, and long-term care insurance when appropriate. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategies with technology-driven tools.

George Henry Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 65 and Series 63 credentials and having one year of experience with the firm. He has a long career as a member of the CPA firm Henry, Raymond, Morin & Thompson, LLC, dating back to 2002. 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, and consulting, employing customized portfolios with a combination of mutual funds, ETFs, individual equities, and fixed income, and balances long-term strategies with shorter-term portfolio adjustments.

Francis Leblanc is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for nine years. In addition to his advisory role, he operates as an independent insurance agent selling and servicing fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing investment policy statements, model portfolios, and technology tools, with many programs managed on a non-discretionary basis alongside select discretionary arrangements.

Michael Fioroni is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a Notary Public. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and provides both discretionary and non-discretionary account management.

Deanna Liritzis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, and Beachbody, LLC. Outside of her advisory work, she founded Home & Hound Home Decor, creating and selling home decor items online and at local flea markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and managed account options.

Samuel Mancini is a financial advisor with Voya Financial Advisors, Inc., holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual, MML Distributors LLC, and Gwfs Equities, Inc. since beginning his career in 2015. Voya Financial Advisors, Inc. is an enterprise-level advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates both in-house and external strategists, model portfolios, and technology tools to support client relationships, often operating in a non-discretionary capacity while also managing certain accounts with limited discretion.

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 credentials and has worked previously at KeyBank and Fifth Third Bank. Outside of her advisory role, Priya assists her husband with managing a rental property. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and integrates services from KeyCorp affiliates, offering both discretionary and predominantly non-discretionary investment solutions.

Elizabeth Lott is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 credential and has worked at firms including LPL Financial, The Prudential Insurance Company of America, and Horace Mann Companies. Outside of finance, she is involved in dance and fitness instruction, teaching at the Farmington Valley YMCA and Farmington Valley Academy Montessori, and owning East Coast Dance & Fitness. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Eric Macway is a financial advisor with VOYA Financial Advisors, Inc., holding the Series 63 and Series 66 designations and having 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he volunteers as a youth soccer and basketball coach in South Windsor, CT. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver mainly non-discretionary investment management through a large network of advisors.

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 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group in 2025, she worked at Voya Financial and its affiliates for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Ashley Brown Bairos is a CFP® professional with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has held multiple roles in financial services since 2021 and serves as a head coach for a youth hockey team during the winter season. Additionally, she manages finance operations within a separate financial platform and works as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party managers, and comprehensive back-office support, including trading and reporting services.

Keith Leece is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2013, with prior experience at LPL Financial and an earlier tenure at TIAA-CREF. Outside of his advisory work, he has pursued an apprenticeship as a barber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm provides both one-time planning services and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

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.