Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

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.

Sydney Ratte is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2023, Sydney worked at The Metropolitan District Commission, Manpower, and the University of Connecticut’s Department of Events & Conferences. Sydney holds a Series 66 designation. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients with significant investable assets and delivers solutions through a centralized consulting team and affiliated broker-dealer and insurance companies.

Richard McMahon is a CFP® and ChFC® with 41 years of industry experience, currently serving at Ameriprise since 2015. He holds a role on the board of directors as treasurer for The Foundation of Possibilities. Ameriprise offers retirement-income planning services for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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 worked at Equitable Distributors, LLC since 2012 and was previously affiliated with AXA Distributors, LLC. Outside of his advisory role, he is a member of Kahal Family Vineyards LLC, a small winery producing and distributing limited quantities of wine. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

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.

Michael Doherty Jr. is a financial advisor at LPL Financial with 42 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 was affiliated with Doherty Financial Services, LLC and Commonwealth Financial Network for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and operational tools.

Todd Gestrich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His previous roles include positions at CUNA Brokerage Services, Cuna Mutual Group, and Navy Federal-related firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering services such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Hine is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 14 years. Outside of his advisory role, he is a writer and author with Shodan Publication, LLC, where he dedicates time to book projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through extensive advisory programs and institutional consulting.

David Rogers Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Infinex Investments, Inc., and Naugatuck Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Doherty Financial Services LLC since 2019. Outside of advising, he has served as a notary public and is involved in offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Oconnell is a financial advisor with LPL Financial in Hebron, CT, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He worked at PRUCO Securities, LLC from 1998 to 2010 before joining LPL Financial, where he has been since 2010. Outside of his advisory role, he is involved with O’Connell Wealth Management, a business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Mark Rogozinski is a financial advisor at Edward Jones with eight years of industry experience, including two years in healthcare consulting at Theralent Healthcare Consulting LLC. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and occasionally sells timeshare weeks to manage maintenance costs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Jennifer Phillips is a Series 66 licensed financial advisor with Edward Jones in Glastonbury, CT. She has nine years of experience with Edward Jones, beginning in 2017, and eight years of industry experience overall. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers various advisory strategies alongside affiliated mutual funds and other investment services.

Gary Paul Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years and Ameriprise for 8 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kelsey Conklin is a CFP® professional affiliated with Raymond James Financial, bringing 15 years of industry experience. Prior to joining Raymond James in 2025, Conklin spent 14 years with Commonwealth Financial Network. Outside of advising, Conklin is involved with Capital Wealth Management, LLC in Glastonbury, CT, where they participate in insurance sales recommending fixed insurance products to clients when appropriate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and employer advisory services.

Arthur Gallant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the ChFC® designation and has previously worked at MetLife Securities Inc. In addition to his advisory role, he operates two LLCs focused on wealth management and insurance brokerage services for clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations, with a focus on collaborative, goal-based planning.

Mary Young is a CFP® and ChFC® affiliated with OSAIC, with 17 years of industry experience. She has worked at Lincoln Financial Group since 1988 and joined OSAIC in 2025. Outside of her advisory role, she offers disability and traditional life insurance products as a broker. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing various asset-allocation tools and third-party solutions to manage discretionary and non-discretionary portfolios.

Eric Judge is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Glastonbury, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Judge teaches Edward Jones-approved financial education classes at the Glastonbury Adult Education Program and serves as a board member and treasurer for The Villages II at Glen Lochen Condominium Association. Edward Jones is a wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Sampson is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent seven years at Lincoln Financial Securities Corporation. Outside of financial advising, he serves on the board of Visiting Nurses of the Lower Valley and is treasurer and board member of Always Home. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, using various custody platforms and both proprietary and third-party investment strategies.