Daniel Lupo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Western New England University and has owned and operated The Pizza Shoppe, where he works as a cook. He is also licensed to sell various insurance products including life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements using firm-approved software tools.

Barbara Comer is a CFP® with 44 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

Kristina Oswald is a CFP®-certified financial professional with 38 years of industry experience. She is affiliated with Cetera and Kelly & Company Wealth Partners LLC, and has held roles at various Cetera entities since 2013. Oswald serves on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center and holds board positions with the Financial Planning Association of Connecticut and the Canton Community Health Fund. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a nationwide advisor network and a variety of program options including model portfolios, third-party managers, and bespoke strategies.

David Berube is a financial advisor with Ameriprise, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is associated with business ownership entities related to administrative and real estate purposes in Suffield, Connecticut. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jawad Khokhar is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at AXA Advisors, Infinex Investments, United Bank, Key Investment Services LLC, and Key Bank. He is also president of Tyrbrook Financial Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory process involves matching clients to program models or discretionary managers, utilizing both third-party asset managers and firm-offered programs.

Mary Thompson is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Oldfields School, One Source Contracting, Loomis Chaffee, Stanley Black and Decker, and Edward Jones Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. 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 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Barbara Turcotte is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

David Ricci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Westfield Bank, Santander Securities, and PNC Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

Douglas Mc Intosh is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Prudential for 18 years and Empower for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. He operates a sole proprietorship focused on insurance and fixed annuity sales. OSAIC serves a broad mix of retail and institutional clients by offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm uses various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. 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, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Seth Baliban is a financial advisor with UBS Financial Services in Winsted, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Drew Martin is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Group and the University of Louisville. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

James Mclaughlin is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at MetLife Securities Inc. and Tower Square Securities, Inc. before joining Mass Mutual’s entities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements using firm-approved analytical tools.

Amy Jamrog is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and bringing 29 years of industry experience. She previously worked at Northwestern Mutual in various roles from 1999 to 2019. Outside of advising, she is involved in coaching and consulting for financial advisors through her own firm, Four Wings Consulting, LLC, and serves on the boards of Dietz & Company ESOP and FINSECA. She is also an author and delivers talks on accountability, marketing, and sales. 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, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate settlement.