Jesse Czaja is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Voya Financial Advisors. Outside of his advisory role, he operates Bodhi Logic LLC, a small business consulting firm based in Norwich, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. 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 non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Michael Nobile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He has operated Nobile Financial Group since 1982. 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, third-party asset management, and institutional platforms.

Jordan Hickey is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 14 years at Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as power of attorney for his elderly grandfather, managing his financial accounts and bill payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes 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 implementation through its advisory programs and affiliated firms.

Daniel Cote is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Principle Wealth Partners, and positions related to education and community recreation in Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenny Bergeron is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Edward Jones. Bergeron is affiliated with Allegra Wealth Management as an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Hinchey is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. Outside of his advisory work, he serves as a sports and fitness coach for Glastonbury Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with LPL Financial since 2017 and has been associated with National Planning Corporation since 2003. Additionally, she has operated her own CPA practice since 1989 and holds a minor insurance agent role focused on term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and a broad array of financial activities alongside its advisory platform.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Christopher Davey is a financial advisor at Edward Jones with 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, Penn Mutual Life Insurance Company, and Prudential Insurance Company of America. Outside of his advisory career, he owns a business selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch footprint.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kara Sherman is a CFP® designated financial advisor with Ameriprise Financial Services, based in Glastonbury, CT. She has 23 years of industry experience and has worked with Riversource Distributors, Inc. since 2007. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large advisory firm serving 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 income sources and tax-aware withdrawal strategies.

Selette Jones Jemison is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed by Massachusetts Mutual Life Insurance Company and MML Distributors LLC from 2015 to 2019. She has also served as a finance committee member for Liberty Christian Center in Hartford, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Matthew Renison is a financial advisor at Edward Jones in Glastonbury, CT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Excel Wealth Management, Aflac Field Force, and Charter Oak Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2021. He is also active as an author and speaker, delivering seminars outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment models.

Daniel Duffey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Voya Financial Advisors, RBC Capital Markets, Bank of America, and Merrill. Duffey has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including over 25 years with Cambridge Investment Research. Wedegis is also president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.