Scott Fluet is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining OSAIC, he worked at Securities America Advisors and LPL Financial. Outside of his advisory role, he is involved in insurance sales and owns Professional Investors LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by asset-allocation tools and a variety of investment options.

Mark Wingfield is a financial advisor at Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

John Barnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1998. Outside of his advisory role, Barnes serves on the finance committee at St. John's Episcopal Church and is a member of the nominating committee at the Hartford Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process supported by its Global Investment Committee’s research.

Harold Hartmann Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, Inc., and he has led Hartmann & Company Inc. since 2006, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jonathan Ingalls is a financial advisor with Ameriprise in Essex, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as a director of multi-sport activities for triathlons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Connor Carroll is a financial advisor with Ameriprise based in Madison, CT. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he has professional experience with Structure Tone and an academic background from Providence College. 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 written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Kevin Harris is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Edward Jones in 2017. Harris is also involved with the Nephrology Nursing Certification Commission as a board member and has published books available through Amazon. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Evan Wilke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in consulting and held roles in international education, including at the Korean International School in Jeju and the American Nicaraguan School. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Mackinstry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has been with LPL Financial since 2001 and previously spent five years at Northstar Wealth Partners LLC. Mackinstry is also involved in senior insurance services and acts as a general agent for term and universal life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and innovative technologies.

Lori Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 23 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Christensen is also the Director of Client Development and Relationship Management at ClearPath Financial Solutions, LLC, where she is involved in marketing and client relationship management. MassMutual Investors Services 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 offers collaborative, annual financial planning engagements using firm-approved software tools and provides event-driven planning services such as divorce and estate-settlement planning.

Charles Walz IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Wealth Management since 2013 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in owning and managing rental real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and supports planning through structured discovery conversations and firm-approved tools.

William Brodeur is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at National Financial Network and Fiducient Advisors, along with several roles in the hospitality sector. His background includes involvement with multiple businesses in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Janice Reed is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following nine years at UBS Financial Services. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Christine Vogt is a Series 66 licensed financial advisor with Edward Jones in Old Saybrook, CT, with three years of industry experience. Prior to joining Edward Jones, she worked for MindEdge and SkyeLearning for nine years and has experience co-managing softball camps through Goin' Yard LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Ann Pellegrini is a Series 66 credentialed financial advisor with Edward Jones in Clinton, CT, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Fusco is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2012. In addition to his advisory role, he is the managing partner of a family investment partnership, High Ground Partners FLP. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Jeffrey Harrison is a financial advisor with Equitable Advisors in Chester, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2012 and was previously associated with Axa Advisors, LLC. His other business activities include involvement in insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Chmielewski is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.