Kevin Myers is a CFP® and CFA® with 25 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2020. Prior to that, he was with TIAA-CREF and TIAA from 2014 to 2020. He is also involved in tax preparation and accounting as an enrolled agent through Mosaic Tax Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and offers both discretionary and non-discretionary services through in-house and third-party managers.

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 work includes positions at Bank of America, Merrill, and earlier tenure at Voya Financial Advisors. VOYA Financial Advisors, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a combination of in-house and third-party strategies, utilizing technology-enabled tools and a range of investment products.

Justin Doyle is a financial advisor with Eagle Strategies (New York Life) in Agawam, MA, holding Series 63 and Series 65 designations and with nine years of industry experience. His prior roles include positions at Deliso Financial and Insurance Services and Quinn Wealth Strategies, where he also operates under the DBA Quinn Wealth Strategies to sell New York Life products. He is also appointed as an insurance broker with outside 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 advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a variety of institutional sponsors within an integrated New York Life affiliate structure.

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 at Osaic Advisory Services, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Arbor Point Advisors, Securities America, Cetera Advisors, and Advest, Inc. Gottier is also a licensed life insurance agent involved in occasional sales of life insurance and annuities to clients. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing fundamental and technical analysis, tactical trading, and access to alternative investments through integrated platform relationships.

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.

Robert Goodenough is a financial advisor at VOYA Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors since 2014, following a prior role at Global Portfolio Strategies, Inc. from 2008 to 2011. VOYA Financial Advisors, Inc. is a large-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and external strategists, model portfolios, and technology-enabled tools, operating both discretionary and non-discretionary account structures.

Paul Menzel is a financial advisor with Money Concepts Capital Corp who holds a Series 63 designation and has 27 years of industry experience. He has been with Money Concepts since 1999 and also serves as president and sole owner of Menzel CPA, P.C., where he provides accounting and tax services. Additionally, he is a part-owner and investing partner in NGC Industries Inc., involved with a spinal traction device. Money Concepts Advisory Service delivers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and operates a dual adviser/broker-dealer structure that offers specialized services like variable annuity management.

Justin Russell is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including ION Bank, Key Investment Services LLC, and TD Bank N.A. He is based in South Windsor, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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/broker-dealer model that emphasizes both discretionary and non-discretionary accounts.

William Rabbitt is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Private Capital Group, LLC and Osaic FA, Inc. In addition to his advisory work, he operates an independent insurance agency separate from his investment services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model that combines proprietary and third-party managed account solutions across various strategies and investment platforms.

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 previously worked at Community Health Resources and Gilead Community Services. Her background also includes five years in the retail sector at Dunkin Donuts. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists and technology-enabled tools to implement client recommendations, with a notable emphasis on non-discretionary account management.

Frederick Schulitz is a CFA® charterholder with 21 years of industry experience. He is currently with Empower Advisory Group and previously worked at MML Distributors, LLC and MassMutual. 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 certain retail brokerage account holders. The firm uses an integrated service model with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

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.

Kenneth Stapleton is a CFP® with 28 years of industry experience, currently affiliated with Empower Advisory Group. He has held positions at several firms including GWFS Equities, Inc., MML Distributors, LLC, Massachusetts Mutual Life Insurance Company, National Life Group, and Equity Services Inc. 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 accounts. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Steven Kaminski is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Cetera firms, Avantax Advisory Services, and USI Securities, among others. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines model portfolios, outside strategists, and technology tools to deliver predominantly non-discretionary advice, supported by a large network of investment adviser representatives.

Joseph Ryan is a financial advisor with Kestra Advisory who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of J E Ryan Wealth Management, operating as a registered representative. Ryan serves as a committee member on the Chester Finance Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment management supported by due diligence, serving clients including large institutional investors and sovereign wealth funds.

Louis Mangene Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Waddell & Reed. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.