Samuel Allen is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and American Corporate Benefits, Inc. Outside of his advisory role, he provides customer service for American Corporate Benefits, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services supported by various investment platforms and third-party money managers.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

Matthew Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021, following a prior role at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mackenzie Kusch is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of finance, she is a commercial pilot and flight instructor, involved with Tradewinds Aviation and serves as a trustee for the Ted Alex Memorial Inc. nonprofit. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored and other endorsed platforms, managing both discretionary and non-discretionary assets and providing various advisory and ERISA services.

Lisa Preudhomme is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their individual needs and priorities in order to develop tailored financial strategies. Her approach involves creating personalized plans to support various goals such as retirement planning, funding education, and managing unexpected expenses. Lisa holds a Bachelor's Degree from the State University of New York System and is designated as a Personal Investment Advisor (PIA). She is committed to providing ongoing advice and guidance to clients as their financial needs evolve.

Brian Gaine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2009. Outside of advisory services, he works as a sales agent for life, health, disability income, and long-term care insurance. MassMutual Investors Services, LLC 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, structuring planning engagements as ongoing relationships that use firm-approved tools to analyze client goals.

Nicholas Centopani is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes roles at Bridgeport Milling Head Repair, Inc., where he worked as a repair technician. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized service capabilities.

William Bredthauer is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 28 years. Outside of advising, he is a high school basketball referee and co-owner of Nachauer Partners, where he manages an advisory business. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendation reports.

Richard Allen is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns American Corporate Benefits, Inc., a corporation that sells health, life, and dental insurance, and serves on the boards of the NorthEast Business Group on Health, Inc. and the Zionist Friendship League, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with multiple advisory platforms, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of investment types.

Connor Chiulli is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, and Morgan Stanley. Outside of his advisory work, he is employed at The Diamond Mine in Poughkeepsie, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Landy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and has experience in collegiate athletics and player development, including roles at Vassar College, Utica University, and Mohawk Valley Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Roxanne Samuels is a financial advisor with Primerica Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2019. Outside of her advisory work, she is the owner of Affluent Consulting LLC, an entity formed solely for business purposes related to Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm offers advisory services primarily through model-based portfolio strategies delivered by third-party asset managers and supported by custodial and trade execution services.

Eric Bojarczuk is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Ameriprise in 2026, he worked at LPL Financial from 2014 to 2026, with a brief period of unemployment in 2023-2024. 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 personalized retirement planning focused on income sources and tax-aware withdrawal strategies.

Lourdes Cardenas is a financial advisor with Merrill in New Milford, CT, holding a Series 66 designation and one year of industry experience. She has been with Merrill since 2015 and also has worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s platform integrates lending, custody, and trading services, supporting access to a wide range of investment products.

Christopher Bova is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Drift. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes on either a discretionary or non-discretionary basis.

Ryan Sondak is a financial advisor at Ameriprise in Madison, CT, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2019, he worked at Nike Inc. and Farina Pizzeria. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports tailored to clients meeting specific asset criteria. The firm delivers these services through a centralized team and integrates algorithmic tools with oversight to generate and customize retirement income recommendations.

Sandra Bredthauer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as a Sustainer Representative on a local board of directors in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Preston Foulks Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Advisors. In addition to his advisory role, he is a licensed agent offering fixed life, disability, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using asset-allocation tools and multiple platforms to manage portfolios across a range of investment types.

David Lambert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning, investment management, and connections with private funds and other financial products.

Susan Murphy is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been affiliated with Merrill since 2004 and also with Bank of America since 2009. Outside of her advisory work, she is involved in family-owned real estate ventures, including ownership and management responsibilities for commercial and residential properties in New York. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide range of investment products and additional financial services.