Robert Goodenough is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Voya Financial Advisors since 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 financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advisory relationships.

Alexandra Maksimow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She creates custom wealth management solutions and tailored financial strategies for affluent individuals, families, and their businesses. Alex leverages the Merrill and Bank of America platforms to address client needs, regardless of complexity, and is known for her service, attention to detail, and commitment to exceeding client expectations. Alex and her team, FCMH Wealth Management & Associates, serve a diverse client base including high net worth individuals, business owners, real estate investors, corporate executives, and financial sponsors. With collective experience in private banking, investment management, capital markets, and commercial banking, they deliver cross balance sheet advice and holistic, bespoke wealth management solutions aligned with clients' personal and financial aspirations. Prior to joining Merrill in 2022 from Citi Private Bank, where she was a Senior Vice President and Private Banker, Alex was responsible for comprehensive wealth management advice and tailored strategies for globally affluent clients. She began her career at Citi's Commercial Bank sourcing and underwriting credit opportunities for middle market businesses. Alexandra holds a Bachelor's degree from Fairfield University and professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). She resides in Stamford, Connecticut with her husband and enjoys reading, traveling, and hiking with them.

Mandy Shekleton is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Voya Financial Advisors, Inc. since 2016, including a prior period from 2016 to 2023 and from 2025 onward, with a two-year period at Cadaret Grant & Co., Inc. in between. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through recommendation-based, non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Justin Russell is a financial advisor with OSAIC Institutions, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes positions at ION Bank, Key Investment Services LLC, and TD Bank N.A. prior to joining OSAIC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer structure.

Ashley Bracken is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Voya and its affiliates since 2019. Prior to her financial services career, she was employed at Community Health Resources, Gilead Community Services, and Dunkin Donuts. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary programs.

Bruno Simonetti is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 credentials. He has 23 years of industry experience, including roles at Prudential Investment Management Services LLC and VOYA Financial Advisors. 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 account holders, using an integrated platform focused on long-term portfolio returns and client savings rates.

Anindita Mohanty is a CFP® professional with 13 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) and has been associated with New York Life Insurance Company and NYLIFE Securities LLC since 2013. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of advisers, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Dante Montaque is a financial advisor with TD Private Client Wealth LLC in Hartford, CT. He holds Series 66 and Series 63 licenses and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and TD Bank, as well as employment with Walmart and UPS. He is also involved with Grambling State University Campus Living. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of affiliated and third-party sub-managers through portfolio solutions such as TD Managed Portfolios and TD Guided Portfolios.

Ekaterini Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Connecticut Wealth Management, The Colony Group, GYL Financial Synergies, Hooker & Holcombe Investment Advisors, and Mid Atlantic Capital Corporation. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christopher Murtha is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning, Inc. since 2007. In addition to his advisory role, he provides life insurance and fixed annuities to clients through Howard Financial and Associates PLLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Charles Wareham is a financial advisor with Independent Financial Group, LLC in Hartford, CT, holding a Series 63 license and bringing 34 years of industry experience. He has been with Independent Financial Group since 2014. Outside of his advisory role, Wareham is the owner of Wareham & Associates and Vaylark Financial Services, both of which provide investment management, insurance services, and financial consulting. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets across a national network of investment professionals.

Frank Loria is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, Santander Securities, LLC, and Santander Bank, NA. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Steven Kaminski is a financial advisor at Voya Financial Advisors, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes positions at Avantax Advisory Services and various Cetera affiliates. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services delivered through multiple program structures, often providing non-discretionary recommendations.

Conor Moore is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at Voya Financial Advisors, Inc. in two separate periods totaling ten years, as well as at Advised Assets Groups, LLC and GWFS Equities, Inc. for one year each. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based programs.

Michael Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 credential and bringing 49 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 2004 and has operated Howard Financial Planners, Inc. and Howard Financial Corp. since the mid-1970s. Outside of his advisory role, he is co-president and co-member of Howard Financial and Associates PLLC, which is involved in insurance and fixed annuities. 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 a range of financial planning services and manages assets through both strategic and tactical investment approaches overseen by an Investment Management & Research team.

William Schaeneman III is a financial advisor at Key Investment Services LLC in Hartford, CT, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citrola Casting. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with notable affiliations including KeyBank and KeyBanc Capital Markets.

Walter Buettel III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Voya Financial Advisors since 2014, including transitions within the firm, and had brief tenures at Meritage Financial Strategies, LLC and Commonwealth Financial Network in 2023. Voya Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements alongside various program structures.

Michael Mc Cabe is a financial advisor with Empower Advisory Group in Hartford, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he serves as a commissioner on the Inland Wetlands Commission in Newtown, CT. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Matthew Shannon is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with Voya Financial Advisors since 2014. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures and a preference for non-discretionary recommendations.

Aidan Shaffer is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance Company, Trent Landscaping, and West Hartford Leisure Services. Key Investment Services LLC serves a broad client base, including individuals, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices with professional recommendations and oversight, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.