Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.

Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Austin Concascia is a financial advisor at Jabez Financial, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Strategic Advisors. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses. The firm uses modern portfolio theory and individualized investment policies, managing assets on a non-discretionary basis while also offering third-party manager recommendations and wrap-fee programs.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.

Daniel Massucci is a CFP® with 25 years of industry experience, currently serving at FCIG Wealth Management, LLC. He is the owner of Massucci & Associates, LLC, a private entity providing business consulting services, and also works as a CPA for FCIG Global to facilitate accounting services. Additionally, he serves as a trustee and executor in a non-client capacity. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes the use of third-party managers following Modern Portfolio Theory and maintains a distinct service approach that excludes wrap fee programs and proxy voting authority.

Daniel Massucci is a Series 65-licensed advisor at FCIG Wealth Management, LLC with experience dating back to 2010 through his work with Massucci & Associates, LLC. He has held roles at various firms including Isoplexis, AtlasXomics, and Spatomics. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and businesses, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes third-party manager recommendations based on due diligence and applies Modern Portfolio Theory alongside a long-term trading approach.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Kenneth Silva Ballard is a financial advisor with First Affirmative Financial Network LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Communitas Financial Planning PBC, Summit Financial, LLC, and Cambridge Investment Research, Inc. Outside of finance, he is the owner and operator of Chef Pro Life, a restaurant consulting and training business. First Affirmative Financial Network serves individuals, trusts, estates, nonprofits, and retirement plans nationwide, managing approximately $956 million in assets through 14 advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary impact solutions and stewardship services.

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with a Series 65 designation and over eight years of experience in the financial services industry. His prior roles include positions at PwC, Marcum Wealth, LLC, and Massucci & Associates, LLC. FCIG Wealth Management provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a delegated investment model by appointing sub-advisors to manage portfolios based on documented client objectives, risk tolerance, and time horizon.

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of his advisory role, Bouchard is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management provides advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, employs Modern Portfolio Theory, and recommends third-party managers after due diligence, with most client assets managed externally and reviewed quarterly.

Christopher Rusaw is a financial advisor with StoneX Advisors Inc. and holds the Series 66 designation. He has one year of experience in the financial industry and has been with StoneX Advisors since 2024. Outside of his advisory role, he teaches 8th grade Early American History and leads an afterschool club focused on basic financial and economic principles at the Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services through both independent advisors and an in-house Private Client Group. The firm uses a variety of investment platforms and managers to implement strategies tailored to client needs.

Jeffrey Sullivan is a financial advisor at Hightower Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities and HighTower Advisors LLC since 2010. Outside of his advisory role, he serves as a director for AIM HOUSE and Bridge Entertainment without compensation. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis along with a range of investment vehicles and sub-advisory resources.

Leo Goodin is a financial advisor at J.W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cambridge Investment Research Advisors, Inc. for 12 years. Outside of his advisory role, he serves as president of Taxes Plus Wealth Management Inc., a tax preparation and planning firm for individuals and small businesses. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Xerxes Nabong is a financial advisor at United Planners' Financial Services of America with 20 years of industry experience and a Series 66 designation. His career includes roles at Greenwich Partners, LLC and PXP LLC, and he has been involved in entrepreneurial ventures such as operating escape room businesses in Virginia. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Eric Alarcon Fierro is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America, where he served as a Relationship Manager for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management, focusing on asset allocation and retirement guidance for a broad client base.

James Thomas is a financial advisor at OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2013, he has been associated with infinex Investments, Inc. Osaic Institutions serves individuals, including high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory and brokerage services, utilizing both fundamental and technical analysis, and provides access to alternative investments and lending solutions through platforms such as CAIS and CapitalHub.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Hightower Advisors since 2010. Outside of his advisory role, he serves as chairman of the board for Farmers Cow Development Corp., assisting with strategic planning and a crowdfunding campaign to expand the franchise nationally. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an advisor-directed wrap program and access to various managers and advisory services, utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and ongoing portfolio monitoring.

Ralph Johnston III is a financial advisor with United Planners' Financial Services of America and holds Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has worked as an insurance agent and partner at Reservoir Financial LLC. Johnston is also a member of the Widham Chamber of Commerce, a local networking group for business owners. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors.

Philip Maliniak is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 19 years of industry experience and has held various roles including ownership and membership in multiple real estate and financial services firms. Outside of his advisory work, he serves as a board member and vice president of OTSL/HRSC/NASSC, a community and charitable organization in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset management approach.

Mary Neary is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs such as a digital advisory program and a Managed Account program, alongside brokerage and insurance services.

Ryan Pellegrini is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini is also involved with Doherty Financial Services, LLC, an investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Janney Montgomery Scott. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Robert Thevenet is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2011. Outside of his advisory work, he serves on the board of directors for Jewett City Savings Bank and is involved with the National Ski Patrol as an instructor and patroller. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.

Joseph Hedley is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and having one year of industry experience. His background includes positions at MassMutual Life Insurance Company and prior roles in education and tutoring. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC and holds Series 63 and Series 65 credentials. He has 25 years of industry experience and previously worked at Voya Financial Advisors, Citizens Securities Inc., and Cco Investment Services Corp. Daly is based in Enfield, CT. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining retirement and fiduciary capabilities with institutional trust and advisory resources.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Holland Rajaniemi is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, Citizens Bank, and Jewett City Savings Bank. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of portfolio management options.

Keith Noyes Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Norwich, CT. He has one year of industry experience and has held prior roles at CorePlus Federal Credit Union and Enterprise. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Parker Stone is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he held positions at DoorDash, Empower Energy Solutions, and Vector Marketing, where he worked as a sales representative. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships without discretionary investment authority.

Seanice Austin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked at the University of Connecticut for over two decades. Outside of her advisory role, she manages a short-term rental property in New London, Connecticut. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

David Kahal is a financial advisor with Equitable Advisors in Lebanon, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Distributors, LLC since 2012 and previously worked with AXA Distributors, LLC. Outside of his advisory role, he is a member of Kahal Family Vineyards LLC, a small winery producing wine distributed directly to consumers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Andrew Nollman is a financial advisor with Cambridge Investment Research Advisors in Franklin, CT, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2009. Outside of his advisory role, Nollman is involved in several community organizations including serving as chairman of the Greater Norwich Area Chamber of Commerce and participating on nonprofit committees and local scholarship boards. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Doherty Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Commonwealth Equity Services, Inc. for 22 years and has operated Doherty Financial Services, LLC since 2001. In addition to his advisory work, he is involved in selling life insurance, fixed annuities, and long-term care insurance through Doherty Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.

Todd Gestrich is a financial advisor with LPL Financial in Norwich, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with a variety of non-advisory product offerings.

Ryan Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Commonwealth Financial Network and has operated Doherty Financial Services LLC since 2019. He also served in the Connecticut National Guard from 2013 to 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment and planning solutions supported by an in-house research team and a large network of investment adviser representatives.

Jesse Czaja is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Voya Financial Advisors. Outside of his advisory role, Jesse operates a small business consulting firm, Bodhi Logic LLC, based in Norwich, Connecticut. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Trystan Randazzo is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Stonehurst at Hampton Valley. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and with Cambridge Investment Research Inc. since 2001. Outside of advisory work, he is president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model portfolios and third-party strategists.

Matthew Hyres is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at The Vanguard Group and GWFS Equities, Inc. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates services with Bank of America affiliates.