Leo Goodin is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 12 years. Outside of his advisory role, he serves as president of Taxes Plus Wealth Management Inc., a tax preparation and planning firm for individuals and small businesses. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

John Basile is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and NYlife Securities LLC. Prior to his financial services career, he was employed at 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Alex Corrigan is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Corrigan has been with Voya and its affiliated entities since 2015. 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 multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Joshua Gottfried is a CFP® professional with 27 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Teachers Retirement Planning Services, LLC since 1999. He is also involved as a co-owner of Gottfried & Somberg Wealth Management, LLC, which provides tax preparation services in addition to advisory and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including model portfolio management and personalized indexing options, while providing operations, trading, technology, compliance, and practice-management resources to its affiliated advisors.

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 serves a diverse clientele including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based relationships.

Teresa Holder is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Prudential Investment Management Services LLC and Prudential Insurance Co. of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning services.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and bringing 33 years of industry experience. He has been involved with Howard Financial Planners, Inc. since 1982 and Main St Management since 2000. Outside of his advisory work, he serves as an NRA pistol instructor and is active in martial arts through teaching and association leadership roles. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and manages a range of investment strategies overseen by an Investment Management & Research team, providing both discretionary and non-discretionary programs.

Karianne Mc Guinness is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Voya Financial Advisors, Inc. since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and third-party money manager access through multiple program structures, primarily providing non-discretionary recommendations to clients.

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.

Andrew Mcgrade is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with TD Private Client Wealth LLC, where he has worked since 2016, including roles at TD Bank, N.A. There are no additional notable prior firms or outside activities listed. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and emphasizes a percentage-of-AUM wrap fee model.

Shawn Trimboli is a financial advisor with Empower Advisory Group in Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He previously worked at Gwfs Equities, Inc. and Prudential, including Prudential Investment Management Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and select IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

Thomas King is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current role at Voya, he worked at Perfect Piece Furniture from 2012 to 2018. 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.

Nancy Barnwell is a financial advisor with Principal Financial Services, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. Her career includes roles at Prudential Investment Management Services, Empower, and Principal-related entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

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.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining TD Private Client Wealth in 2023, she was with TD Bank N.A. from 2008 to 2023. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party investment managers.

Joseph Wilkeson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes prior roles at Bank of America, Merrill, and previous positions at Voya Financial Advisors. He has also worked outside finance in the restaurant industry. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and combines SEC-registered investment adviser and broker-dealer functions with multiple affiliated service offerings.

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.

Brent Gottier is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Gottier is also a licensed life insurance agent involved in occasional sales of life insurance and annuity products to clients. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to manage client portfolios.

Xerxes Nabong is a financial advisor at United Planners' Financial Services of America with 20 years of industry experience and a Series 66 designation. His career includes roles at Greenwich Partners, LLC and PXP LLC, and he has been involved in entrepreneurial ventures such as operating escape room businesses in Virginia. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.