Michael Filippi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to his current tenure at Voya beginning in 2020, he worked at Guardian Life from 2015 to 2019. Filippi serves as a board member for the Millstone Ridge Tax District, where he helps maintain and regulate community infrastructure and initiatives. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary account management through a large network of advisors.

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.

Victor Deangelis is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Voya Financial and its affiliates since 2014. Deangelis participates as a member of the UNICO Avon CT Chapter, a nonprofit organization focused on education and charity awareness. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and external strategists and tools such as Morningstar-powered advice to support both non-discretionary and discretionary account management.

James Fisher is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience and a Series 66 designation. He previously worked at Raymond James & Associates and Barron Financial Group and holds leadership roles in business networking organizations including serving as President of the Burlington Lions Club and Vice President of a BNI group. James is also involved in community service through volunteer positions with the Burlington Land Trust. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools, providing both discretionary and non-discretionary investment solutions across a broad product shelf.

Steven Moretta Sr. is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Moretta has been with Voya Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of financial planning, portfolio management, and retirement advisory services. The firm combines in-house and outside strategists with technology-enabled tools to deliver investment recommendations primarily on a non-discretionary basis.

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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Voya in various capacities since 2014, including roles at both VOYA Financial Advisors and VOYA Financial. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies delivered via technology-enabled tools, with many accounts managed on a non-discretionary basis under a dual SEC-registered investment adviser and FINRA-member broker-dealer structure.

Michael Salisbury is a financial advisor at VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of advisors, employing both in-house and third-party strategies with a focus on client-approved investment decisions.

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.

Amy Henley is a financial advisor with Voya Financial Advisors, Inc. in Windsor, CT, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked with various Voya entities since 2014 and was previously with Directed Services LLC from 2010 to 2017. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with services including financial planning, portfolio management, and retirement-plan advisory. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, providing both non-discretionary and limited discretionary management options.

Paul Duquette is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Bank, Citizens Securities, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model, offering customized advisory services, third-party asset manager referrals, alternative investments, and lending solutions.

Donna Mcandrew is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Voya Financial and its affiliates since 2006, with a brief tenure at Merrill in 2006. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of representatives, using a mix of in-house and external strategies with both discretionary and non-discretionary account management.

John Kirsch is a financial advisor with Lincoln Investment in Hampden, MA, holding a Series 66 designation and 23 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Equitable Advisors. Outside of his financial career, he owns and operates a handyman service and has engaged in electrical apprenticeship training. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a broad network of independent advisors.

Michael Patrakis is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and Newbury Associates since 1996. He is based in E. Longmeadow, MA. Patrakis is also the owner of Newbury Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Michael Mc Grath is a financial advisor with Eagle Strategies (New York Life) in Windsor, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to entering financial services, he worked for 17 years at NBC Sports. Outside of his advisory role, he serves as president of the Westmont Association, coordinating community events and neighborhood maintenance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Aaron Lavigne is a financial advisor with VOYA Financial Advisors, Inc. based in Windsor, CT, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with Voya Financial and its advisory affiliate since 2014. Outside of his advisory role, he owns Lavigne Marine, LLC, a retail and wholesale business specializing in hobby merchandise. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and access to third-party money managers through technology-enabled tools and a mix of discretionary and non-discretionary account management.

Kate Koplin is a CFP® professional with 11 years of industry experience. She is affiliated with Commonwealth Financial Network and Trailhead Financial LLC since 2018 and previously worked at Ameriprise Financial Services from 2014 to 2018. Her other business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2012 and was also associated with VOYA Financial Advisors, Inc. in 2012, and Agia since 2022. Outside of his advisory work, Olewnik is involved in coaching mountain biking and ski racing, leading clinics and coaching athletes across various locations in New England. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services to address client investment needs.

Brad Murphy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gwfs Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, The Prudential Insurance Company of America, 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 to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model incorporates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.