Anthony Collins is a financial advisor at EIA Investments LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Union Square Capital Advisors LLC and Economic Index Associates LLC. Collins also serves as a director and consultant for IRIS Metals, a junior mining company listed on the ASX. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients, focusing on strategies that track InvestWithTheFed (IFED) indexes. The firm employs a rules-based index management approach that integrates monetary policy signals and firm-level metrics, weighting securities by a proprietary IFED score rather than market capitalization.

Candace Cuniberti is a CFP® with 20 years of industry experience and has been with WSA Affiliates, LLC since 2011. She manages multiple family trusts and serves as treasurer and board member for a charitable Christian Science care facility. Candace also operates a seasonal farming sole proprietorship. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, coordinating with third-party investment managers and other professionals without acting as a discretionary asset manager.

Nadav Goshen is a financial advisor at Vizcaya Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vizcaya Capital since 2013. Outside of his advisory role, he is a part-owner of several investment-related holding companies affiliated with Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as advisory services to pooled investment vehicles. The firm is notable for its involvement with private funds, pooled vehicles, and a substantial non-U.S. investor base.

Jacob Swartz is a financial advisor at Main Street Research LLC with a Series 65 designation and four years of industry experience. Prior to joining Main Street Research in 2021, he worked at Bloomberg LP for two years and attended Chapman University from 2015 to 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutions, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, with selective use of ETFs and ESG factor scoring for interested clients.

Henrique Cataldi is a financial advisor at Main Street Research LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, Edward Jones, and EQIS Capital Management. Prior to his financial career, he spent several years with Extreme Pizza. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutions, utilizing a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Natalie Mc Mahon is a CFP® professional with six years of industry experience, currently serving as an advisor at Main Street Research LLC since 2015. She is based in Lakeville, Connecticut, and has worked exclusively at Main Street Research during her career. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management, financial planning, and consulting services to individuals, families, foundations, and institutional clients, utilizing a combination of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF inclusion.

Elizabeth Baldassari is a Series 65-licensed advisor at Main Street Research LLC with six years of industry experience. She has been with Main Street Research since 1998. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm uses a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios and incorporates ESG factors and risk-management tools where appropriate.

Lily Taft is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has been with Main Street Research LLC since 2019 and previously worked at Shelton Capital Management and held various roles connected to Tulane University. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutions. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios, incorporates ESG factor scoring for interested clients, and uses risk-management tools such as stop-loss orders and option overlays.

Emily Slama is a financial advisor at Main Street Research LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at JPMorgan Chase and Co., Deloitte and Touche, and Beltrano Law, LLC. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporates ESG factor scoring for interested clients, and utilizes risk-management tools such as stop-loss orders and option overlays.

Aaron Stern is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Main Street Research LLC. He has been with the firm since 2005, working there continuously except for a brief gap between 2018 and 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm serves individuals, families, foundations, and institutional clients with wealth management and consulting, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, supplemented by ETFs for diversification and specialized strategies.

Stephanie Andersen is a financial advisor at Main Street Research LLC with nine years of industry experience. She holds a Series 65 designation and has been with Main Street Research since 2015. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a blend of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF use.

Guy Ule is a financial advisor at Wellington Shields & Co., LLC with 53 years of industry experience. He has been with Wellington Shields since 2009 and has worked at Shields & Company since 2000. He holds Series 63 and Series 65 licenses. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a variety of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

James Demmert is a financial advisor at Main Street Research LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Main Street Research since 1993. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporating ESG factors and risk-management tools, and is notable for offering performance-based fee arrangements alongside traditional fees.

Janelle Durbin is a financial advisor at Main Street Research LLC with a Series 65 designation and three years of industry experience. She previously worked at LPL Financial and Nicole E Stokes, among other firms. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, using a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Peter Fiorita is a CFP® with 14 years of industry experience, currently serving at Main Street Research LLC since 2021. His prior experience includes roles at UBS Financial Services, Fiorita Group LLC, and the City of Stamford. Outside of his advisory work, he holds a Connecticut Justice of the Peace designation. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for individuals, families, foundations, and institutions. The firm offers wealth management and consulting services, employing a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios, with an emphasis on individual securities and selective use of ETFs.

Jacob Margo is a financial advisor at Main Street Research LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and JP Morgan Securities LLC. Margo has been with Main Street Research since 2021. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm provides wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a mix of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities.

Roman Le Febure is a financial advisor at Main Street Research LLC with four years of industry experience. He holds the Series 66 designation and has worked at Main Street Research since 2021, following a brief tenure at Ameriprise. His earlier career includes various roles at the University of Virginia and InVision Communications. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for individuals, families, foundations, and institutional clients. The firm employs a disciplined investment approach combining fundamental, quantitative, and technical analysis, and offers services including discretionary portfolio management, ESG investing, and performance-based fee arrangements.

William Dobbins is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2018. Prior to that, he worked at LPL Financial LLC from 2007 to 2018. He is a notary public and serves as a volunteer board member for Center Cemetery in Norfolk, CT. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Jonathan Yolles is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as the head coach for the Avon High School boys basketball team. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Harold Mcmillan Jr. is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Citigroup since 2014. Outside of his financial career, he is the owner of Housatonic River Outfitters, a business he has operated since 1996. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and manages complex arrangements for high-net-worth and institutional investors.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

Sandra Cullen is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations and has 26 years of industry experience. She has been with TIAA-CREF since 2008 and currently serves in Norfolk, CT. Outside of her advisory work, she is an associate of Norfolk Library Associates, a nonprofit organization supporting the local public library. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Thomas Hall is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Hall is a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, both involved with his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services that cover a wide range of planning needs. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients selecting whether to implement these through brokerage or advisory programs.

Karen Leonard is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

Elizabeth Greak is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. She is also the owner of Comer & Greak Financial Consultants, where she provides income tax preparation services for investment clients and offers investment advisory services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to multiple custodial platforms and a range of investment programs.

Gary Nicksa is a financial advisor with Edward Jones in Torrington, CT, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options supported by a nationwide network of more than 23,000 advisors.

Joanne De Palma is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked at Cetera and its affiliates since 2015 and is currently associated with Kelly & Company Wealth Partners LLC. Outside of advisory roles, she is also an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated model portfolios.

Edward Benecchi III is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the State of Connecticut and the Town of Plymouth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sandra Cerqueira is a financial advisor with LPL Financial in Canton, CT, holding a Series 66 designation and bringing 20 years of industry experience. She has been with LPL Financial since 2011 and also works with Webster Bank, where she has been since 2010. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Djemal Araniti is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2012. He holds the Series 63 designation and operates out of Avon, CT. 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 a large network of investment adviser representatives.

Barbara Comer is a CFP® with 44 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc., Investacorp Advisory Services, and Investacorp, Inc. Comer has also been involved with Comer & Greak Financial Consultants since 1993 in a licensed sales assistant capacity. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs and services, utilizing technology-driven asset allocation and portfolio management tools across various investment vehicles.

Kristina Oswald is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 38 years of industry experience. She has been with Cetera and its affiliated entities since 2013 and currently also serves as a financial professional at Kelly & Company Wealth Partners LLC. Outside of her advisory work, Oswald is involved in nonprofit activities including serving as treasurer for the Canton Community Health Fund and participating on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions, supported by various custodial platforms and fiduciary capabilities.

Stacie Weiner is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. She has 39 years of industry experience and has worked at RBC Capital Markets since 2010 and at City National Bank since 2017. Outside of her advisory role, she serves on several nonprofit boards and local commissions, including the Connecticut Estate and Tax Planning Council and the Housatonic River Commission. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, incorporating both in-house and third-party investment managers, with options for tax management and responsible investing.

Seth Baliban is a financial advisor with UBS Financial Services in Winsted, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Tammy De Felice is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual and Jeffrey Zuzolo. De Felice is active in her community, serving as president of BNI Buckland Hills and as an executive board member of the nonprofit Tuesday Rise & Shine. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.