Gary Salva is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. Salva is also involved with Charter Oak Financial, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bruce Hodgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a guardian of person in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research, with both discretionary and non-discretionary management options.

Eric Edwards is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at Avantax Insurance Agency and Avantax Advisory Services, and he maintains an accounting and tax preparation practice serving a small number of clients. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through various program structures and affiliated third-party managers.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Jeffrey Snyder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He is also involved with Snyder & Company CPAs, PC, a tax preparation and accounting firm in Hebron, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Joseph Coleman is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to joining the firm, he worked at JBS Corp and studied at the University of Connecticut. Outside of finance, he has owned and operated Wood N Tap Bar and Grill since 2018. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytics and offering event-driven planning services including divorce and estate settlement planning.

Alison Gaffney is a Series 66-credentialed financial advisor with 22 years of industry experience. She is currently with LPL Financial and has held previous roles at Summit Asset Management, Lincoln Financial Securities Corporation, and Summit Planning Group. Outside of her advisory work, she is also a fitness coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and various brokerage services.

Erika Christine D'atri is a financial advisor with Ameriprise in Colchester, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Thomas Pompei is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Barnum Financial Group and MassMutual Life Insurance Co. Outside of finance, he has experience with Prime Valet Services and worked as a lifeguard at North Island Lifeguards. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment programs and educational seminars.

Marla Charron is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and five years of industry experience. She previously worked at Bombardier Business Aircraft and Loomer & Associates. Outside of her advisory role, she serves as a paraplanner and financial planning analyst for HUB AND SPOKE OPERATIONAL SUPPORT LLC. 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 focused on income sources and tax-aware withdrawal strategies.

Thomas Scanlon is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 2000. Raymond James Financial Services Advisors, Inc. offers 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 employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeanne Nuhfer is a financial advisor with Edward Jones in East Hampton, CT, holding Series 66 and Series 63 licenses and possessing 25 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, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Randi Saboski is a financial advisor with MassMutual Investors Services in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining MassMutual Investors Services in 2017, she worked at MetLife Securities Inc. from 2015 to 2017. She is also an insurance agent involved in disability, fixed annuity, life, accident, health, and long-term care insurance. MassMutual 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, and educational seminars, emphasizing collaborative, annual planning engagements supported by firm-approved analytical tools.

Wendy Richardson is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 65 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. In addition to her advisory role, she is a 50% owner of Premier CPAs, a CPA and tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Beverly Amon is a CFA® charterholder and Series 66 licensee with 18 years of industry experience. She is currently with OSAIC and was previously with Lincoln Financial Advisors Corporation for 17 years. In addition to her advisory role, she owns and operates an insurance business offering various products including disability, life, and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to deliver customized investment solutions.

Keith Noyes Jr. is a financial advisor with LPL Financial based in Norwich, CT. He holds a Series 66 designation and has two years of industry experience, including prior roles at CorePlus Federal Credit Union and Enterprise. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.

Wesley Marshall is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2004 and has also worked with W. S. Griffith & Co., Inc. since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing tools such as Monte Carlo simulations and automated asset-allocation software. The firm provides ongoing, collaborative financial planning engagements with options for implementation through separate brokerage or insurance arrangements.

Jennifer Fissette is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized guidance, primarily for clients with Ameriprise-managed accounts.

Mark Wojtowicz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MassMutual, Voya Financial Advisors, and AssetMark Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Joshua Howarth is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including ten years with METLIFE Securities Inc and overlapping ten years with MassMutual Life Insurance Co. Outside of his advisory role, he works as an independent insurance agent focusing on fixed annuities and various insurance products related to Medicare. Mass Mutual 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 planning engagements supported by analytical tools and provides a range of event-driven planning services, including a standalone Divorce Planning offering.