Michael Connery is a financial advisor with OSAIC in Rocky Hill, CT, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He worked at Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, he operates as an insurance broker offering auto and home insurance and provides related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization with multiple custodial and alternative investment options.

Christopher Thompson is a financial advisor with Cetera in Cromwell, CT, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has held roles at The Platinum Group LLC, Reliance Wealth Management LLC, and Cetera Wealth Services, LLC. Outside of financial advising, he serves on the finance committee of the CMAK Sandy Hook Memorial Foundation and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, overseeing more than $256 billion in assets across over 10,000 advisors.

Alexander Ochse is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 10 years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. He also serves as an advisor with Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Michael Mendoza is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and previously operated Mendoza & Associates, Inc. for nearly two decades. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Craig Dennis is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Edward Jones, The Leaders Group Inc, Four Seasons Financial Group, Foresters Financial, and Saybrus Partners. Craig is based in Portland, CT. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

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.

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.

Mary Young is a CFP® and ChFC® with 18 years of industry experience. She is currently with OSAIC and previously held a long tenure at Lincoln Financial Group. In addition to her advisory role, she offers disability and traditional life insurance products. OSAIC Wealth serves a broad range of clients including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with various program options and maintains a complex affiliate network supporting its scale and product offerings.

Noemi Rodriguez is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. She previously worked at Voya Financial Partners and VOYA Financial Advisors. Rodriguez serves as the President of Prospanica Connecticut, a nonprofit organization focused on supporting Hispanic professionals through networking and career development events. She is also a trustee for a special needs trust for a family member. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while keeping services separate.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Gregory Rufa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Santander Securities and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing, Banc of America Investment Services, Quick & Reilly, and Morgan Stanley Dw Inc. He has extensive background working with various insurance carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

David Murphy is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Boston Private Wealth LLC, TD Private Client Wealth LLC, and TD Bank, N.A. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, which honors fallen veterans. OSAIC serves a broad range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process that incorporates portfolio optimization and risk-tolerance assessments, offering both brokerage and advisory services across various account programs.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 27 years of industry experience. Prior to his current role, he worked at Raymond James Financial Services Advisors Inc. for five years. He is also a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and supports a wide network of financial professionals.

Bradley Nelsen is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. Nelsen is also affiliated with Eugene Cohen Insurance Agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment management options across a large, multi-advisor platform.