Joan Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Ryan Joelson is a CFA® charterholder with 15 years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Movo Cash, Marc J. Lane Investment Management, Sagepoint Financial, and Nuveen Investments. Joelson is also the COO of Hub and Spoke Operational Support, LLC, where he manages operational support, client management, business development, accounting, and HR functions. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on 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.

Linda Lee is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has previously worked at Cetera and Voya Financial Advisors. Outside of her advisory role, she is involved in selling fixed annuities and term life insurance through Lee Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by extensive research and model portfolio options.

David Schrage is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and also worked at Bank of America, N.A. for 15 years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

Alan Sylvestre is a CFP® credentialed financial advisor with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves on the finance committee of Inclusion, A Sylvestre Foundation, where he reviews the organization’s financials and budget. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

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.

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.

Rebecca Rice is a Series 66 licensed advisor at Merrill with nine years of industry experience. She has worked at Merrill since 2017 and previously spent seven years at VisionIT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devin Rajza is a financial advisor at Edward Jones in Waterford, CT, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at The Vanguard Group, Morgan Stanley, and ABARTA Coca Cola. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Clark Sturtevant is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 11 years at Essex Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Siderewicz is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 emphasizes ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement.

Kathryn Gilmore is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the group since 2011, where she assists clients in connecting the dots in their lives with strategies tailored to their individual situations and aspirations. Kathryn emphasizes engaging clients in discussions about the people, issues, and world around them, focusing on identifying each client’s values as a foundation for establishing purposeful financial strategies. Kathryn holds several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®). She is also a qualified Senior Portfolio Manager and a graduate of Bentley University. Her approach involves maintaining frequent communication with clients to create flexible wealth management plans that address both short- and long-term goals while managing risk. Outside of her professional life, Kathryn enjoys outdoor activities such as hiking, golf, and pickleball, as well as playing cribbage indoors. She and her husband support community organizations including the Boy Scouts and youth sports programs that promote teamwork and life skills.