Matthew Shannon is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Voya Financial Advisors and Voya Financial since 2014. 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 various program structures, primarily offering non-discretionary recommendations.

Marty Baron is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 43 years of industry experience, including 12 years at VOYA. Outside of his advisory role, he serves as Treasurer and Chair of the Finance Committee at the Hartford Art School, overseeing endowment and financial matters. VOYA Financial Advisors serves a diverse range of clients, including individuals, institutions, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment advisor and broker-dealer.

William Fitzgerald is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and MassMutual Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Christopher Lombardi is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya Financial Advisors, he worked at CVS/Pharmacy for twelve years. Voya Financial Advisors, Inc. serves 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, access to third-party money managers, and plan-sponsor consulting through multiple program structures, primarily offering recommendation-based (non-discretionary) advice.

Vincent Fortini is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing seven years of industry experience. His prior work includes roles at KeyBank and Saint Anselm College Sports Medicine. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through a variety of programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence of third-party advisory products.

Michael Filippi is a financial advisor at Voya Financial Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life. Filippi serves as a board member and director for the Millstone Ridge Tax District, helping regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services across multiple program structures, primarily delivering advice through non-discretionary arrangements.

Kenneth Verzella is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Gwfs Equities, Inc., MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with various advisory and promoter arrangements.

Meagan Crook is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. Her background includes roles at First Command Advisory Services, First Command Financial Planning, and Saddles In Service, as well as service in the US Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize centrally managed model portfolios and prescreened third-party managers.

Ryan Brassard is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Steward Partners in 2026. Outside of advising, he is a partner in ArionEdge LLC, an LLC created for private investment, and also works part-time as an independent contractor for Uber Eats. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through a variety of personalized and third-party investment solutions.

John O'Brien is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been affiliated with New York Life since 1996 and NYLIFE Distributors LLC since 2005. Outside of his advisory work, he performs with The Misfit Toys, a band that plays at various events. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions delivered primarily on a non-discretionary basis.

Victor Deangelis is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis is a member of the UNICO Avon CT Chapter, a nonprofit organization focused on charitable education and awareness. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based arrangements.

James Fisher is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Voya, he held roles at Barron Financial Group and Raymond James & Associates. Outside of his advisor role, Fisher serves as president of the Burlington Lions Club and secretary of the Burlington Land Trust, both volunteer positions. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures emphasizing recommendation-based advice.

Steven Moretta Sr. is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Voya since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. 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.

Dacota Durkee is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Money Concepts, Durkee has experience in tax preparation and planning through Drenen Financial Services, and is involved in managing real estate investments and residential property operations via Dream Holding Co. LLC and Apex Management & Leasing LLC. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Christopher Caldwell is a financial advisor with VOYA Financial Advisors, Inc. in Windsor, CT. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes multiple roles within Voya Financial and affiliated entities dating back to 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services like financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Michael Salisbury is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures including non-discretionary recommendations.

Peter Cohen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 51 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has extensive prior experience running his own firms, including PC Planning & Benefits Inc., where he serves as President and CEO. Outside of advisory services, Cohen is involved in independent insurance sales and acts as a sales advisor for medical practice management software and financial recovery services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on comprehensive plan consulting and client reviews.

Sean Reddington is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, having previously worked at Nationwide Insurance, Nationwide Securities, LLC, and Voya Financial Advisors. He is also involved in selling fixed insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Curtin is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Outside of his advisory role, Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and custody primarily through Schwab and Fidelity.

Amy Henley is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 66, Series 65, and Series 63 licenses and has 31 years of industry experience. Her work history includes over a decade with various Voya entities and seven years with Directed Services LLC. VOYA Financial Advisors, Inc. serves a broad 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, primarily through recommendation-based, non-discretionary investment advice.