Thomas Burrows Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and running his own firm, T.M. Burrows Associates, LLC. He also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging a large network of independent advisors and multiple investment program options.

Jennifer Fissette is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized guidance, primarily for clients with Ameriprise-managed accounts.

Roderick Duxbury is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors and Liberty Bank since 2010. In addition to his advisory role, he is an associate at Liberty Bank Investment Services, where he provides planning, wealth management, and portfolio guidance. Raymond James Financial Services Advisors offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports its clients through advisory programs and institutional consulting services.

Rebecca Rice is a Series 66 licensed advisor at Merrill with nine years of industry experience. She has worked at Merrill since 2017 and previously spent seven years at VisionIT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devin Rajza is a financial advisor with Edward Jones in Waterford, CT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at The Vanguard Group Inc and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clark Sturtevant is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 11 years at Essex Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Siderewicz is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement.

Kathryn Gilmore is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the group since 2011, where she assists clients in connecting the dots in their lives with strategies tailored to their individual situations and aspirations. Kathryn emphasizes engaging clients in discussions about the people, issues, and world around them, focusing on identifying each client’s values as a foundation for establishing purposeful financial strategies. Kathryn holds several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®). She is also a qualified Senior Portfolio Manager and a graduate of Bentley University. Her approach involves maintaining frequent communication with clients to create flexible wealth management plans that address both short- and long-term goals while managing risk. Outside of her professional life, Kathryn enjoys outdoor activities such as hiking, golf, and pickleball, as well as playing cribbage indoors. She and her husband support community organizations including the Boy Scouts and youth sports programs that promote teamwork and life skills.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following roles at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Stewart is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Liberty Bank and its investment services since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Kristine Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she serves as Treasurer for the Thirty Six Club in Waterford, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Todd O Donnell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to connect all aspects of a client's financial life, helping them prioritize and pursue their most important goals. His expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Todd holds a Bachelor's Degree from Gettysburg College and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Todd is involved in his community through volunteer activities. His personal interests include boating, football, golfing, pickleball, racquetball, scuba diving, skiing, spending time with his family, tennis, and traveling.

Richard Sullivan Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1989 and currently focuses on wealth management planning for entrepreneurs, business owners, and high net-worth families. Richard is a qualified Portfolio Manager who provides investment advice and builds personalized investment strategies that may include individual stocks and bonds as well as third-party managers. He holds a Bachelor's Degree from Connecticut College and has earned the designations of Retirement Accredited Financial Advisor (RAFA), Certified Plan Fiduciary Advisor (CPFA®), and Personal Investment Advisor (PIA). Richard emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Richard has a history of community involvement, serving as the past president of the Old Saybrook Rotary Club. He is committed to participating in the communities he serves and dedicates time to volunteering with local organizations.

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.

Carter Chambers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles in education and local government, including positions at Hamilton College and the East Lyme Parks and Recreation Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing research-driven, model-based investment strategies tailored to client goals.

Daniel Adams Jr. is a CFP® professional with 14 years of industry experience, currently advising at Raymond James & Associates. His prior roles include seven years at UBS Financial Services Inc. and five years at Natixis Global Asset Management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Andrew Nollman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory work, he serves in several community roles including chairman of the Greater Norwich Area Chamber of Commerce and board memberships with local nonprofit organizations and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

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 over 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL in 2023, he worked for Commonwealth Equity Services, Inc. from 2001 to 2023 and has operated Doherty Financial Services, LLC since 2001. He is also involved in life insurance, fixed annuity, and long-term care sales through his own firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by in-house and third-party research.

Jason Cerniglia is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his financial advisory role, he is a silent partner and owner of Newbury Golf Center and is involved with a biotech startup, Astrocyte Pharmaceuticals. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.