John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

Kenneth Handwerker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of his advisory role, he is the founder of Faithful Champions Global, Inc., a faith-based clothing and awards company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

James Zeller is a financial advisor with Edward Jones in Thomaston, CT, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Zeller serves as a corporator for Thomaston Savings Bank, attending biannual meetings. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors LLC, Mass Mutual Investors Services, and MSI Financial Services. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Sanjayraj Khanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, as well as over two decades with Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Sharon Vaupen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Her prior work experience includes roles at Starbucks and FixturePronto. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors and providing both brokerage and advisory solutions.

Patrick Naughton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. 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 tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

Carol Crain is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Crain previously served on the Board of Finance for the United Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

James Ferris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Columbia Management Investment Distributors, Inc. and Oracle Corporation. 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 advisory programs and financial planning services with access to model portfolios and research from multiple sources.

Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

William Conner is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.

Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Raymond Powell is a CFP® and holds a Series 66 license, currently associated with Cambridge Investment Research Advisors. He has three years of industry experience, including roles at Heritage Financial Services and MFS Investment Management. Powell also has a background involving community engagement through the Bentley Service Learning & Civic Engagement Center. 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 plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Benjamin Dubinski is a CFP® professional with 17 years of experience in financial services. He currently works at Cetera and has previous experience with firms such as Wells Fargo and Mass Mutual. Outside of his advisory role, he also works as an insurance broker providing consultation and sales of Medicare Health Insurance plans. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 with access to various investment strategies and third-party managers.