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.

Joel Blum is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Blum owns Blum Operational Support LLC, which facilitates payroll and office expenses. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. As a large institutional firm, Ameriprise also delivers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Catherine Arnold is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 credential and has previously worked at Franklin Distributors, LLC and Putnam Investment Management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Sniffen is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at The Vanguard Group, Private Advisor Group, Canoga Wealth Management, LPL Financial, and David Lerner Associates. Outside of finance, he was involved with fitness-related businesses from 2015 to 2017. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Vincent Martino is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Empire Asset Management Company. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates algorithmic automation with advisor oversight in its planning approach.

Debra Flint is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, following nine years at UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Brent Eugenides is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and various related entities, as well as consulting work through BE Financial LLC, where he assists business owners with strategic planning for business transitions. Outside of financial advising, he serves as treasurer for the Thames River Heritage Park Foundation, a nonprofit that promotes historic sites in Eastern Connecticut. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to both affiliated and third-party investment managers.

Matthew Naarden is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America (Merrill Lynch) and involvement in the UMass Lowell Masters Program. Outside of finance, he has participated in community sports events, such as War at the Shore Baseball. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Edward Caufield is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Joanne Morton is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with Cetera. Her career includes longstanding roles at Avantax and ownership of Morton & Associates, a tax preparation and planning business she has operated for over 40 years. Outside of her advisory work, she manages tax preparation and individual tax planning services through her sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services, supported by over 10,000 advisors and more than $250 billion in assets under management.

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.

Kevin Morin is a financial advisor with LPL Financial, holding CFP® and Series 63 designations and possessing 39 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years each, and he has operated Morin Associates, LLC since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning, investment advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment platforms and tools, managing over $819 billion in discretionary assets across a large network of advisors.

Stacey Sankow is a financial advisor at LPL Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, MacKinstry Financial & Investments LLC, YellowBrickRoad Financial Advisors, and Dahlke Financial Group. Outside of financial services, she was involved with Sankows Beaver Brook Farm. 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.

Daniel Dunn is a financial advisor with Mass Mutual Investors Services and holds a Series 65 designation. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advising, he serves as chairman of the Town of Montville Youth Advisory Board and is a notary public in Connecticut. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning processes using proprietary software and offers programs such as educational seminars, wrap accounts, and specialized planning services.

Ashley Humphreys is a financial advisor with Ameriprise in Old Lyme, CT, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Pappas is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He has been with UBS Financial Services since 2017 and is based in New London, CT. Outside of his advisory role, he serves as Secretary for the Boston Exit Planning Consortium, an association focused on strategic planning and exit planning for business owners. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

Joshua Penfield is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he held positions at Girard Motors, Vista Lounge At Wombie Rock, and Brustolon Buick GMC Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Maria Coffey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones Investments since 2024. Prior to joining Edward Jones, she had ten years of experience in an unspecified role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Stephen Adeletti is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services from 1987 to 2024. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Edward Jones and Merrill before joining People's Securities, Inc. and People's United Advisors, Inc. Ryff has been with LPL Financial since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.