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 with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Mickle has worked with Voya and its affiliated entities since 2015. 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 financial planning, portfolio management, wrap programs, and consulting services through various program structures, primarily operating with non-discretionary advisory arrangements.

Benjamin Nixon is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Voya and its affiliated entities since 2014. Outside of his advisory role, he serves as an auditor for the East Glastonbury Fish and Game Association, overseeing financial audits for the club. VOYA Financial Advisors, Inc. serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory arrangements.

Robert Klein is a ChFC® and Series 66 credentialed financial advisor with 43 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and has a long-standing affiliation with the University of Connecticut, where he has worked since 1972. Outside of advising, Klein works part-time as a chief press steward for the University of Connecticut Athletic Department. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and combines advisory and broker-dealer services in its enterprise structure.

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.

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. 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.

Joshua Gottfried is a financial advisor with Commonwealth Financial Network in Hartford, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Teachers Retirement Planning Services, LLC and Commonwealth Financial Network since 1999. Gottfried is also involved in tax preparation services through a private entity co-owned with a partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options including mutual funds, ETFs, and personalized indexing.

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.

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-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.

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. 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.

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. 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.