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 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.

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.

Alex Corrigan is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including nine years with Voya Financial Advisors and six years at affiliated Voya entities. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice.

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.

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.

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.